Sales Officer (Home Loan)

BDO Unibank; Metro Manila; On-site; PHP 350,000 - 650,000; Full time

Job summary

BDO Unibank in Ortigas, Metro Manila is seeking a loan account manager to handle client inquiries and guide customers toward suitable home loan options, ensuring high customer satisfaction.

The role emphasizes loan packaging, cross-selling, KYC compliance, and contributing to loan generation through marketing promo execution. On-site work in Ortigas is required, with a preference for candidates having sales experience in banking or real estate.

Qualifications

• Bachelor's degree in business or related field is required.
• At least 3 years' sales experience in banking or real estate.
• Good interpersonal and communication skills.
• Knowledge of legal documentation is preferred.
• Experience in credit evaluation is an advantage.

Responsibilities

• Manage loan packaging and cross-sell other consumer products.
• Pre-screen accounts and ensure proper KYC compliance.
• Implement marketing promos and programs to boost loan generation.

Skills

Interpersonal skills

Communication skills

Product knowledge

Legal documentation knowledge

Credit evaluation

Sales experience

Education

Bachelor's degree in business or related

Job description

With BDO Home Loan, we turn our customers’ plans for a home or property into reality, with financing options, appraisal deals and fast application.

Job Summary:

Responsible for overall account management in all client's inquiries and needs in understanding, recommending options as they attain the right home loan with BDO and ensure customer satisfaction.

Duties & Responsibilities:

• Responsible for loan packaging, cross selling of other consumer products to different sources or channel, pre-screening of accounts and ensuring proper KYC of accounts handled.
• Responsible for the implementation of marketing promos and programs that translate to the success in loan generation.
• Ensures quality loan portfolio through proper pre-screening of loan applicant.

Qualifications:

• Bachelor's Degree holder, preferably business course
• At least 3 year's sales experience in the banking or real estate industry
• Good interpersonal and communication skills
• Sufficient Product knowledge and knowledge in legal documentation
• Experience in credit evaluation would be an advantage
• Must be willing to be assigned and work on-site in Ortigas