SALES SUPPORT ASSOCIATE

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Support Associate in Makati City. The role focuses on receiving, reviewing, and validating loan documents to ensure timely booking and issuance of the Authority to Deliver, supporting smooth turnover of accounts to Loan Services.

Responsibilities include monitoring pending requirements, preparing reports, and handling post-booking tasks like mortgage registration and document regularization, while ensuring compliance through trainings and

Qualifications

• Entry level role with basic knowledge of BOI products and services.
• Bachelor’s degree in business or marketing preferred.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office with data management experience.

Responsibilities

• Receive and review loan documents for booking and Authority to Deliver.
• Monitor pending requirements and prepare reports for turnover to Loan Services.
• Process mortgage registration and encumbrance with service providers.
• Ensure compliance by completing trainings and mandatory requirements.
• Respond to inquiries as Customer Care Assistant.

Skills

Analytical skills

Communication skills

Customer service

Interpersonal skills

Time management

Adaptability

Microsoft Office

Documentation & reporting

Education

Bachelor’s Degree (Business/Marketing)

Tools

Microsoft Office

Job description

Group Company:

RETAIL LENDING GROUP

Designation:

Sales Support Associate

Office Location:

3F BPI CONSUMER CENTER BLDG 102 PASEO DE ROXA ST COR DELA ROSA ST MAKATI CITY

Position description:

The position is primarily responsible in receiving, reviewing, and validating loan documents to ensure timely booking and issuance of the Authority to Deliver. It performs booking activities such as monitoring pending requirements and preparing reports to support smooth turnover of accounts to Loan Services. Post-booking, it manages mortgage registration assignments, regularizes document deficiencies, prepares billings, and sends client loan documents through courier. It also processes departmental expenses, transmits insurance documents, and responds to inquiries as part of customer care support. Additionally, the role ensures compliance by monitoring deficiencies and completing mandatory trainings and requirements

Primary Responsibilities:

• Performs tasks prior to release of vehicle to ensure the transaction pushes through:
• Receives loan documents for booking from the branches and dealers.
• Reviews completeness and accuracy of loan documents for prompt and timely booking of accounts and issuance of Authority to Deliver.
• Sends Authority to Deliver for the vehicle release to the dealer
• Performs pre-booking tasks to enable smooth turnover of accounts to Loan Services:
• Receives and reviews the completeness of loan documents/requirements for booking
• Assists channels in monitoring and following up of unsubmitted requirements from dealers and branches.
• Prepares document monitoring reports to provide the booking status and address the business need.
• Fulfills post-booking tasks to ensure accounts or transactions adhere to standards:
• Assigns the registration of mortgage to Registry of Deeds and encumbrance of mortgage to Land Transportation Office to Service Providers.
• Monitors and handles regularization of document deficiencies of Auto Loans.
• Monitors the transaction and prepares billings for payment to the Service Providers
• Prepares and sends client’s initial loan documents through Courier Services.
• Process the department’s expenses through Eproc and handles administrative tasks.
• Transmits complete CAIC documents to BPIMS for Free Insurance Accounts and ensures payment of subsidy.
• Serves as Customer Care Assistant by answering queries and concerns of internal and external clients
• Compliance Monitoring
• Follows up and regularizes documentary deficiencies to ensure compliance
• Ensures compliance on mandatory trainings and seminars

Additional Responsibilities:

N/A

Reporting Team:

• Reporting Designation: Sales Support Unit
• Reporting Department: AUTO LOANS DIVISION

Educational Qualifications Preferred:

• Category: N/A
• Field specialization: N/A
• Degree: Bachelor’s Degree - preferably with a degree in business or marketing-related courses
• Academic score:N/A
• Institution tier:N/A

Required Certification/s:

N/A

Required Training/s:

N/A

Required Work Experience:

• Entry Level
• Experience in a similar function an advantage

Key Performance Indicators:

• Goal-oriented, focus on completing the tasks to achieve positive outcome
• Adaptability, able to work under pressure with minimal supervision
• Team Player, works well with the team and actively contributes completing team tasks

Required Competencies:

N/A

Required Knowledge:

Entry Level, Basic knowledge of the products and services offered by the business unit

Required Skills:

• Strong Analytical Skills
• Written and Verbal Communication Skills
• Key Customer Service Skills
• Good interpersonal relationship skills
• Time-management skills
• Ability to quickly learn and adapt in different situations
• Computer literate and knowledgeable in Microsoft Office applications.
• Experienced in using Microsoft Office tools for documentation, reporting, and data management.

Required Abilities:

• Physical: N/A
• Other: N/A

Work Environment Details:

#*Work Environment Details*#

Specific Requirements:

• Travel: Willing to work in Makati City.
• Vehicle: N/A
• Work Permit: N/A

Other Details:

• Pay Rate: N/A
• Contract Types: N/A
• Time Constraints: N/A
• Compliance Related: N/A
• Union Affiliation: N/A