Be part of our team!
Branches
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Roving Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Loans Processor
• Informs the client regarding loan charges such as monthly amortization, deductions, penalties, net proceeds and documentation requirements prior to release of loan • Ensures that borrower/co-borrower/co-maker complies with the required documents prior to release of loan proceed • Checks the completeness, validity and authenticity of all documents submitted by the borrower/co-borrower/co-maker • Facilitates signing of legal documents to borrowers/co-borrowers/co-makers as applicable • Prepares the Post-Dated Checks (PDCs) and provides a printed copy • Facilitates releasing of loan proceeds to borrowers after completing the required documentations and cancellation of loan checks that are not claimed by borrowers • Encodes all information of the loan borrower in the database system (master file) • Prepares check requests for rebates, refunds, agent’s commission, net proceeds, cash cards and opening of checking account • Consolidates and ensures proper filing of all loan documents • Performs other work-related functions that may be assigned from time to time Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks (hotel, food, and travel expenses will be covered by the company) • Candidate must possess at least Bachelor's/College Degree in Business Studies/Administration/Management or equivalent • Has good customer service skills, administrative skills and communication skills • Has excellent attention to details as the job requires thorough checking and review of information and accuracy of data • With high sense of responsibility, accountability and integrity • Computer proficient • No work experience required for this position
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Credit Review Associate
• Protect the company from fraudulent accounts by doing thorough investigations and review of all accounts being processed • Conduct a thorough analysis of loan applications, financial statements, credit reports, and other relevant documentation to assess the creditworthiness of borrowers • Evaluate the risk profile of borrowers by analyzing factors such as income stability, debt-to-income ratio, credit history, collateral, and industry trends • Ensure compliance with internal policies, guidelines, and regulatory requirements while reviewing credit applications • Verify the accuracy and completeness of loan documentation, including legal and financial documentation, and identify any potential discrepancies or red flags • Utilize financial models and tools to assess credit proposals' viability and profitability and determine appropriate loan terms and conditions • Prepare detailed credit review reports summarizing the analysis, findings, and recommendations for credit decisions • Provide timely and accurate responses to inquiries from internal stakeholders and maintain a customer-centric approach in dealing with external customers. • Conducts external verification to validate data/information provided/submitted by clients concerning their loan applications • Use or find different methods of validation to verify the information provided/submitted by clients • Other tasks that may be endorsed by the department head Qualifications: • Educational Requirement: bachelor’s degree in a related field • Work Experience: 0-6 months related experience. Fresh graduates are welcome to apply • Excellent communication and interpersonal skills • Strong organizational and administrative skills • Ability to multitask and work under pressure • Proficient in MS applications and willing to learn other systems used by the company. High organizational skills • Willingness to work flexible hours, including weekends and holidays, as needed • Can work independently and with a team
Sales Associate
• Handling, updating and assisting day-to-day loan consultant concerns/ queries • Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis • Assist/ Execute programs implemented by Trade Marketing Department Qualifications: • Willing to train in Ortigas Pasig for two (2) weeks • 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance • Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment • Can communicate confidentially - both written and verbal, able liase in all department and stakeholders
Trade Relations Associate
• Handling, updating, and assisting day-to-day loan consultant concerns and queries • Assisting Marketing Assistant/BM's on pre-screening documents/requirements submitted by Loans Consultant • Boost sales engagement of assigned Loans Consultant per branch on delivering new/renewal accounts • Assist in Recruitment and Onboarding of new Loans Consultant • Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case-by-case basis • Assist/execute programs implemented by the Trade Marketing Department Qualifications: • 1-2 Years Experience or Graduate of any 4-year business-related course, relevant experience in banking and finance • Process-oriented and technology-inclined, organized, and can work in a fast-paced environment • Can communicate confidentially—both written and verbal—and is able to liaison with all departments and stakeholders
Branch Manager
• Manages and oversees the branch and subordinates to ensure effective completion of their responsibilities • Conducts daily operation assessments to ensure growth of the branch • Monitors daily production and releases of the branch and provides updates of the branch operations status • Maintains client and employee contact in the work area to ensure quality service is being applied • Plans, creates and implements programs/processes for branch employees and clients and actively participates in them • Prepares Competitors’ Analysis and Market Changes Report and submits to Immediate Superior • Spearheads marketing saturation drives • Maintains business partnership between the company and its business partners such as Loan Consultants, second-hand car dealers, and other organizations • Implements the business plans and programs designed by the Marketing Group • Delivers marketing activity within the agreed budget • Reports regularly the performance of branches to the Immediate Superior • Conducts final checking and review of loan application, Credit Approval Memorandum and loan documents • Handles client complaints or concerns escalated by the staff • Represents the branch during Management Committee meetings and other internal/external meetings • Performs other work-related functions and duties that may be assigned Qualifications: • Degree in Business Management, Sales or Marketing, or other related course is a plus • With at least four (4) years work-related experience in branch operations, two years of which is in a Managerial or Supervisory capacity Should have technical marketing skills, relevant product and industry knowledge • Has excellent communication skills (both written and oral), decision making skills, problem solving skills, presentation skills, interpersonal skills and networking skills • Capable to solve amicably customer’s/client’s complaints Should be persuasive, goal-oriented, assertive, creative, innovative, adaptable and analytical • Willing to train in Ortigas Pasig for two (2) weeks
Sales Officer
• Identify and source new /potential clients through various channels. This includes conducting product presentations and sales pitches to prospective customers • Conduct cold calls and field visits to attract new clients • Maintain strong relationship with existing clients and ensure renewal • Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications • Coordinate with the credit and loan processing teams to facilitate the approval of loans • Ensure that all loan applications meet company policies and regulatory requirements • Prepare regular reports on sales performance and client feedback • Participate in sales meetings, training sessions, and workshops to improve sales skills • Assist the Branch manager in meeting and exceeding targets • Acts as officer in charge in the absence of a Branch Manager or if instructed by Management • May be assigned to supervise other branches in case of need and necessity • Perform such other task as may be assigned from time to time Qualifications: • Strong sales, communication and negotiation skills • Willing to go on field work and can be assigned to other branches if needed • Ability to build and maintain client relationships • Knowledge of lending products, loan application processes would be an advantage • Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations • Willing to train in Ortigas Pasig for two (2) weeks