Relationship Growth Specialist (Banking & Credit)

ORIX METRO Leasing and Finance Corporation; Tili; On-site; PHP 240,000 - 420,000; Full time

Job summary

ORIX METRO Leasing and Finance Corporation in the Philippines is hiring a Relationship Specialist to grow an existing portfolio and generate new business, meeting annual volume targets. You will solicit new borrowing accounts, monitor client needs, prepare credit proposals, and ensure timely, compliant submissions.

The role requires visiting clients, maintaining relationships, and ensuring documentary requirements before disbursement, while operating onsite at the Baguio Branch.

Qualifications

• Graduates of business-related courses preferred.
• Excellent written and oral communication with strategic thinking and problem-solving abilities.
• Proven ability to work well under pressure and meet deadlines.
• At least 1 year of leasing/financing experience is a plus.
• Fresh graduates are welcome and should show strong academics and initiative.
• Willing to report onsite daily in the Baguio Branch.
• Valid driver's license and ability to drive confidently.

Responsibilities

• Explore and initiate development of new borrowing accounts via direct solicitation, dealer referrals, and similar initiatives.
• Monitor market movements and changes in clients' needs and in financial products.
• Conduct regular client and plant visits to maintain accounts and gather developments.
• Secure pre-approval requirements to evaluate borrowers' credit risk profiles.
• Package credit facilities and prepare corresponding credit proposals.
• Prepare marketing write-ups, ICRRS inputs, and other credit information for evaluation/approval.
• Prepare a call report for client visits or significant account developments.
• Conduct periodic reviews and classify accounts with deteriorating financials or credit standings.
• Ensure complete documentary requirements before loan/lease proceeds are released.
• Ensure compliance with bank policies and BSP regulations.

Skills

Excellent written & oral communication

Strategic thinking

Problem solving

Ability to work under pressure

Driving confidently

Education

Business-related degree

Job description

ORIX METRO Leasing and Finance Corporation in the Philippines is hiring a Relationship Specialist to grow an existing portfolio and generate new business, meeting annual volume targets. You will solicit new borrowing accounts, monitor client needs, prepare credit proposals, and ensure timely, compliant submissions.

The role requires visiting clients, maintaining relationships, and ensuring documentary requirements before disbursement, while operating onsite at the Baguio Branch.