Loans Specialist - Field Sales & Loan Solutions

East West Rural Bank, Inc.; Meycauayan; On-site; PHP 279,000 - 435,000; Full time

Job summary

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to conduct field visits and actively promote bank products. You will assist clients with loan applications, verify documents, and support the underwriting and approval processes.

The role requires strong communication, attention to detail, and the ability to work under pressure to maintain low past-due rates. Collaboration with the marketing and lending teams is essential.

Qualifications

• Bachelor’s degree in Business-related field.
• MS Office proficiency.
• Strong verbal and written communication skills.
• Good judgment and problem-solving abilities.
• Customer-focused with a team orientation.

Responsibilities

• Do site/area visits (field work) within the area and nearby towns.
• Perform Sales and Marketing on bank’s products.
• Engage clients, provide product orientation, and implement marketing strategies.
• Assist in facilitating loan applications with clients.
• Verify the validity of loan document attachments.
• Review loan forms and evaluate applications, with KYB and underwriting.
• Ensure efficient loan document preparation and processing.
• Assist in loan approval processes and monitor status.
• Prepare timely loan reports and ensure accuracy.
• Monitor loans to maintain low past-due rates.
• Ensure releases are billed and deductions are on schedule.
• Prepare/compose deviation justifications.
• Assist in collection and promotional activities.

Skills

Verbal communication

Written communication

Good judgment

Problem solving

Attention to detail

Team player

Fast learner

Customer focus

Stress tolerance

Education

Bachelor’s degree

Tools

MS Office

Job description

East West Rural Bank, Inc. is seeking a Loans Specialist-Sales (Marketing) to conduct field visits and actively promote bank products. You will assist clients with loan applications, verify documents, and support the underwriting and approval processes.

The role requires strong communication, attention to detail, and the ability to work under pressure to maintain low past-due rates. Collaboration with the marketing and lending teams is essential.