Account Officer - Refinancing & Personal Loans (Manager level)

John Clements Recruitment, Inc.

HK$8.3-11.1K[月給]
オンサイト - パシグ3年以上5年未満の経験大卒正社員
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職務内容

説明

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.

要件

• 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販売管理保険顧客関係管理チームワークリード ジェネレーション ツールプレゼンテーションコミュニケーションスキルセールス/リース
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De Jesus Jasper

RecruiterJohn Clements Recruitment, Inc.

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勤務地

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

掲載日 11 July 2025

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