Job Description
Are you a dedicated professional looking to make a significant impact in the financial sector? BPI Direct BanKo, Inc. is seeking a qualified Loan Associate to join our dynamic team in General Mariano Alvarez, Cavite. In this pivotal role, you will be responsible for relationship management and comprehensive account servicing, ensuring the preservation of a high-quality loan portfolio. We pride ourselves on delivering exceptional customer service and maintaining the trust of our clients through transparency and efficiency.
As a Loan Associate, you will serve as the primary point of contact for our borrowers, guiding them through the loan process while safeguarding our financial interests. We value individuals who are detail-oriented, customer-focused, and eager to grow their career in digital banking. If you have a passion for helping others achieve their financial goals while maintaining strict regulatory standards, this is the perfect opportunity for you.
Responsibilities
- Manage and nurture relationships with existing loan clients to ensure satisfaction and retention.
- Process loan applications and documentation accurately and in a timely manner.
- Monitor account performance to identify potential risks and take proactive measures.
- Conduct regular follow-ups and account servicing activities.
- Ensure strict compliance with internal policies and banking regulations.
- Assist in credit investigation and verification processes.
- Collaborate with the team to achieve monthly sales and portfolio quality targets.
Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- At least 1-2 years of experience in banking, lending, or customer service.
- Strong interpersonal and communication skills with a customer-centric approach.
- Excellent analytical skills and attention to detail.
- Basic knowledge of loan products, underwriting, and banking operations.
- Ability to work effectively in a fast-paced environment and meet deadlines.
- Willingness to undergo additional training as required.