PORTFOLIO ACCOUNT MANAGEMENT OFFICER (CDO)

Hammerjack Pty Ltd; Cagayan de Oro; On-site; PHP 400,000 - 700,000; Full time

Job summary

Hammerjack Pty Ltd is seeking a Portfolio Account Management Officer in the Philippines to manage post-booking requests and ensure compliance for portfolio-managed accounts. You will oversee Ka-Negosyo Credit Lines renewal, client experience, and related approvals.

The role requires strong analytical and communication skills, experience in lending or relationship management, and proficiency with MS Office. Join a team focused on efficient servicing and regulatory adherence.

Qualifications

• Degree in Business, Marketing, Finance, Economics or related field.
• Experience in lending, relationship management or branch banking preferred.
• Familiarity with loan products and cash management services.

Responsibilities

• Review and approve post-booking requests requiring Portfolio Manager-level disposition.
• Handle KCL renewals, extensions, and related approvals.
• Analyze rate reduction and fee waiver requests for clients.
• Ensure compliance with KYC, due diligence and regulatory requirements.
• Resolve escalated client inquiries and complex transactions.
• Monitor transaction turnaround times and bank policies; prepare management reports.
• Support team projects and administrative activities.

Skills

Analytical skills

Communication skills

Interpersonal skills

Microsoft Office

Education

Bachelor's Degree

Tools

MS Office

Job description

The Portfolio Account Management Officer is responsible for managing post-booking requests, ensuring compliance of portfolio-managed accounts, and overseeing the timely renewal of Ka-Negosyo Credit Lines (KCL). The role ensures efficient account servicing, adherence to bank policies, and excellent client experience.

Major Responsibilities

• Review and approve post-booking requests requiring Portfolio Manager-level disposition.
• Handle KCL renewals, extensions, and related approvals.
• Analyze and endorse rate reduction and fee waiver requests.
• Ensure compliance with KYC, due diligence, and regulatory requirements.
• Resolve escalated client inquiries and complex transactions.
• Monitor transaction turnaround times (TAT) and adherence to bank policies.Prepare management reports and support process improvement initiatives.
• Monitor and implement team projects and administrative activities.

Qualifications

• Bachelor's Degree in Business, Marketing, Finance, Economics, Accounting, or a related field.
• Preferably with experience in corporate or consumer lending, relationship management, branch banking, or product sales.
• Knowledge of corporate and retail loan products and cash management services.
• Strong analytical, communication, and interpersonal skills.
• Client-focused, adaptable, and results-oriented.
• Proficient in Microsoft Office applications.