Marketing Loan Officer

Cash Management Finance, Inc; Pangasinan; On-site; PHP 279,000 - 390,600; Full time

Job summary

Cash Management Finance, Inc in Pangasinan, Philippines is seeking a Loan Officer to actively market and promote loan products to clients. The role requires sourcing new loan applicants, assisting with applications, and coordinating with internal departments to facilitate loan processing. You will also provide after-sales support and ensure compliance with company policies. Strong communication skills and previous experience in client management are desired for success in this position.

Qualifications

• Strong communication and marketing skills.
• Experience in client relationship management.
• Ability to perform basic credit evaluations.

Responsibilities

• Market and promote loan products to potential clients.
• Source new loan applicants and maintain relationships.
• Assist clients with loan applications and documentation.
• Conduct interviews and verify applicant information.
• Coordinate with internal departments for loan processing.
• Provide after-sales support to ensure customer satisfaction.
• Meet monthly sales and portfolio targets.
• Ensure compliance with company policies and regulations.

Job description

Job Description

Medical Reimbursement

• Actively market and promote the company’s loan products to potential and existing clients through field marketing, referrals and partnerships.
• Source new loan applicants and maintain strong relationships with clients, dealers, and partner merchants.
• Assist clients with loan applications, explain loan terms and requirements, and ensure accurate and complete documentation.
• Conduct client interview, basic credit evaluation, and initial verification of applicant information.
• Coordinate with internal departments (Credit, Operations, and Collections) to facilitate loan processing and release.
• Monitor loan accounts and provide after-sales support to ensure customer satisfaction and repeat business.
• Meet or exceed monthly sales and portfolio targets.
• Ensure compliance with company policies, procedures, and applicable lending regulations.