Sales Support Associate Customer Fulfillment

East West Banking Corporation; Makati; On-site; PHP 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary package

Performance incentives

Career development opportunities

Job summary

East West Banking Corporation in Makati seeks a Sales Support Associate (Customer Fulfillment) to join our Retail Banking Team onsite. You will support end-to-end mortgage loan fulfillment, review applications, coordinate client requirements, and prepare loan documents for timely processing.

You will collaborate with internal and external stakeholders to obtain documents, monitor progress, and maintain accurate records while upholding service standards and customer satisfaction.

Qualifications

• Holders of a Bachelor's degree are preferred.
• At least 6 months of relevant work experience in banking, loan processing, mortgage operations, or customer fulfillment.
• Experience handling loan applications, documentation review, and coordinating with clients and stakeholders.
• Knowledge of mortgage loan processing, loan documentation, and banking procedures.
• Proficiency in Microsoft Office applications and report preparation.

Responsibilities

• Review and pre-screen loan applications from sales channels and branches to ensure completeness, accuracy, and eligibility for processing.
• Send Notices of Approval and coordinate loan signing activities to support a smooth and timely customer onboarding experience.
• Coordinate the issuance of Bank Guarantees and prepare accounts for annotation and endorsement prior to booking.
• Prepare loan and mortgage documents based on CAMs and ensure all documentation requirements are met before booking.
• Work closely with internal and external stakeholders to obtain, verify, and follow up on required documents and requests throughout the loan process.
• Monitor application progress, maintain accurate records, and ensure service level standards are met to support timely loan fulfillment and customer satisfaction.

Skills

Analytical skills

Communication skills

Organization skills

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Job Description:

About the Job

Location: Makati

Corporate Title: Rank and File

Work Arrangement: Onsite

Our Retail Banking Team is looking for experienced professionals to join us in Makati with the role of Sales Support Associate (Customer Fulfillment).

In this role, you will support the end-to-end mortgage loan fulfillment process by reviewing applications, coordinating client requirements, preparing loan documents, and ensuring timely processing. You will help deliver a smooth customer experience while maintaining accuracy, productivity, and service standards.

Your dream. Our focus.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Review and pre-screen loan applications from sales channels and branches to ensure completeness, accuracy, and eligibility for processing.
• Send Notices of Approval and coordinate loan signing activities to support a smooth and timely customer onboarding experience.
• Coordinate the issuance of Bank Guarantees and prepare accounts for annotation and endorsement prior to booking.
• Prepare loan and mortgage documents based on approved Credit Approval Memos (CAM) and ensure all documentation requirements are met before booking.
• Work closely with internal and external stakeholders to obtain, verify, and follow up on required documents and requests throughout the loan process.
• Monitor application progress, maintain accurate records, and ensure service level standards are met to support timely loan fulfillment and customer satisfaction.

What we're looking for

• Holder of a Bachelor's degree
• At least 6 months of relevant work experience in banking, loan processing, mortgage operations, customer fulfillment, or a related field.
• Experience in handling loan applications, documentation review, and coordination with clients and stakeholders.
• Knowledge of mortgage loan processing, loan documentation, and banking procedures.
• Proficiency in Microsoft Office applications and report preparation.
• Strong analytical, communication, organization, and attention-to-detail skills with a process- and results-oriented mindset.

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth