A financial services company in the Philippines is seeking a professional to build and maintain relationships with loan consultants. Responsibilities include communication, reporting issues, and supporting the management team in achieving business objectives. This role is essential for ensuring loan consultants' engagement and satisfaction.
Responsibilities
Build and maintain strong relationships with loan consultants.
Maintain communication with loan consultants to provide updates.
Act as point of contact for loan consultants' concerns.
Track loan consultants' daily activities and provide reports.
Provide feedback reports to Management.
Escalate to the Branch Manager when recurring concerns go unresolved.
Support the management team with additional tasks to meet goals.
Perform other tasks as needed by the management team.
Job description
Responsibilities
Build and maintain strong, long-term relationship with loan consultants (existing and new)
Maintain regular communication with active and inactive loan consultants, providing timely updates on program changes, new initiatives, and available support to foster engagement and satisfaction.
Act as the point of contact for all concerns and inquiries of loan consultants, address and resolve any issue, concerns and complaints promptly
Track and monitor loan consultants’ daily releases and productions and provide regular reports to Branch Manager
Provide reports on loan consultants feedback and potential issues to Branch Manager
Endorse back to Branch Manager (BM) if they see that the concerns of loan consultants are being answered repeatedly and the same way
Support the management team in additional tasks as needed, contributing to the overall success of the business and the achievement of strategic goals.
Other tasks that the management team deems necessary.