Sales Support Associate (Customer Fulfillment)

EastWest Bank; Makati; On-site; PHP 260,000 - 380,000; Full time

Job summary

East West Banking Corporation in Makati is seeking a Sales Support Associate (Customer Fulfillment) to support end-to-end mortgage loan fulfillment 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.

The role is onsite in Makati within Retail Banking, offering opportunities to grow with a highly engaged team and to

Qualifications

• Bachelor's degree required.
• 6 months or more relevant banking/loan processing experience.
• Proficient in MS Office and documentation coordination.

Responsibilities

• Review and pre-screen loan applications for completeness and eligibility.
• Send Notices of Approval and coordinate loan signing for onboarding.
• Coordinate issuance of Bank Guarantees and prepare accounts for annotation.
• Prepare loan documents based on CAMs and ensure all requirements are met.
• Work with internal and external stakeholders to verify documents throughout the loan process.
• Monitor progress and maintain records to meet service levels.

Skills

Microsoft Office

Attention to detail

Communication skills

Organization skills

Education

Bachelor's degree

Job description

About the job Sales Support Associate (Customer Fulfillment)

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.

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