Account Officer - Refinancing & Personal Loans (Manager level)

John Clements Recruitment, Inc.

NT$30.6-40.9K[月薪]
现场办公 - 巴石3 - 5 年經驗本科全職
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職位描述

簡介

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.

職位要求

• 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 loans銷售管理保險客戶關係管理團隊合作潛在客戶生成演示文稿溝通技巧銷售/租賃
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De Jesus Jasper

RecruiterJohn Clements Recruitment, Inc.

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工作地址

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

發布於 11 July 2025

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