Mortgage Finance Account Officer - Growth & Partnerships

UnionBank; Bacolod; On-site; PHP 300,000 - 540,000; Full time

Job summary

Union Bank of the Philippines in Bacolod invites an Account Officer-Mortgage Finance to drive housing loan bookings. You will engage clients, interview applicants, and coordinate with Credit, CI/CA, and loan ops teams to secure approvals.

The role requires a finance-related degree, at least 2 years in mortgage sales, strong communication, and a professional, integrity-driven mindset. Join a team focused on customer service, compliance, and documented loan processes.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Minimum of 2 years background in sales, mortgage finance, lending.
• Knowledgeable in mortgage products and regulations.
• Demonstrates integrity and professionalism with an innovation and continuous improvement mindset.
• Strong comms and relationship-building skills.

Responsibilities

• Generate housing loan business through sales calls, referrals, and partnerships with developers and brokers
• Interview clients and conduct initial evaluation of mortgage loan applications
• Coordinate with Credit, CI/CA, CORC, and Loan Operations teams for loan approval and booking
• Monitor application status, turnaround time, and compliance with SLAs
• Facilitate loan documentation signing and timely compliance with deficiencies
• Accredit new developers and coordinate onboarding requirements
• Conduct loan product briefings and participate in project launches and open houses
• Provide timely and effective responses to client, developer, and broker inquiries
• Prepare monitoring and monthly accomplishment reports, including projected bookings

Skills

Accountability

Adaptability

Analytical

Good Communication Skills

Critical thinking

Teamwork

Willingness to learn

Education

Bachelor's Degree in Finance

Master's Degree (preferred)

Job description

Union Bank of the Philippines in Bacolod invites an Account Officer-Mortgage Finance to drive housing loan bookings. You will engage clients, interview applicants, and coordinate with Credit, CI/CA, and loan ops teams to secure approvals.

The role requires a finance-related degree, at least 2 years in mortgage sales, strong communication, and a professional, integrity-driven mindset. Join a team focused on customer service, compliance, and documented loan processes.