Assists the Channel Manager in achieving volume and peso targets for the year.

Duties and Responsibilities

1. Sales Production

• Entertains product and process-related inquiries from the sales channel. Elevates complaints and complex requests to the immediate superior if unresolved.
• Prepares, monitors, and distributes production reports of the sales channel and initiates follow-up calls when the channel is short of goal.

2. Sales Management and Operations

• Entertains product and process-related inquiries from prospective borrowers. Elevates complaints and complex requests to the immediate superior if unresolved.
• Accepts and pre-screens all loan applications received. Coordinates with the channel or the loan applicant regarding lacking mandatory documents.
• Ensures that loan applications are properly encoded in the system.
• Collates encoded applications and document requirements and transmits these without delay to the Consumer Credit Department.
• Monitors the status of applications and collates those already decided on (approved/disapproved). Ensures that clients are informed of the credit decision.
• Prepares post-approval documents for the borrower’s signature and ensures that all lacking documents are submitted to the Bank prior to loan release.
• Assists the Channel Manager in providing complete information on approved loan details and terms and conditions by sending a formal quotation to the applicant’s registered email address. Also discusses the Terms and Conditions with the Loan Applicant through a phone call.
• Accommodates client inquiries regarding the details of the financing arrangement set and agreed between the developer and the loan applicant.
• Updates MIS for all booked accounts.
• Encodes booked accounts and updates the collateral documents received from the developer in the DOU database. Assists the Channel Manager in sending timely Reminder and Demand Letters when necessary.

3. Others

• Report preparation.
• Service quality initiatives.
• Performs other functions that may be assigned by superiors from time to time.