Account Officer - Refinancing & Personal Loans (Manager level)

John Clements Recruitment, Inc.

€903-1.2K[Mensual]
En el sitio - PasigExp de 3-5 YrsBaceleroTiempo completo
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Descripción del trabajo

Descripción

The Main Office is in the Pasig city work area.


• Loan Application. Manages the entire process of loan application in refinancing/personal loans. 

• Risk Assessment. Analyzing financial information, risk ratios, and making recommendations on loan approvals. 

• Client Relationship Management. Building a network and maintaining relationships with clients, understanding their financial needs, and guiding them on refinancing/personal loan options. 

• Sales & Marketing Development. Achieving loan volume targets, identifying new business opportunities, and cross-selling other financial services. 

• Compliance & Documentation. Ensuring compliance with relevant standard regulations, preparing and reviewing loan documentation, and maintaining accurate records. 

• Performs other related functions as directed by the Immediate Superior.

Requisito

• Candidate must possess at least a Bachelor's/College Degree in any course related to finance, business management, or accounting courses

• With 3-5years of experience managing a team in from financing or banking institution

• Expert in sales & marketing, and able to understand the clients’ needs.

• With network and experience in handling personal and/or commercial loans

• With knowledge in personal and other sales and financial services

• Excellence in written & verbal communication, leadership, and organizational skills

• Possesses good coordination & cultivates good interpersonal skills


Benefits: The Client will discuss the benefits for the selected candidate


Work schedule: Monday-Friday, 8:00 AM-5:00 PM


Interview process: Initial Screening (HR), Initial Interview with/ Sales Team (First Vice-President of Sales & SVP of Sales - upon request), Final Interview with EVP - upon request, JO

Re-Finance/Personal loansGestión de ventasSeguroGestión de relaciones con el clienteTrabajo en equipoGeneración de liderazgoPresentaciónHabilidades de comunicaciónVentas/Leasing
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Jasper De Jesus

RecruiterJohn Clements Recruitment, Inc.

Tasa de respuesta alta

Ubicación laboral

JACCS Finance Philippines Corporation. ADB Avenue, corner P. Poveda Road, Ortigas Center, Quezon City, 1065 Metro Manila, Philippines

Publicado el 11 July 2025

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