Account Officer (Cebu)

ACCOUNT OFFICER

Work Location : Barangay Kamputhaw, Cebu City

Work Setup / Schedule : Onsite | Monday – Friday

Responsibilities :

• Source potential clients through affiliates, suppliers, and external networks.
• Conduct preliminary background and credit checks.
• Manage service delivery, oversee loan processing to release, track payments, and promote renewals.
• Design and implement market value propositions and marketing strategies.
• Cross-sell related financial products (e.g., Asenso, Insuretayo).
• Build strong relationships with agencies and industry associations.
• Prepare and deliver product presentations.
• Develop tracking systems to gather and analyze market data.
• Recommend and assist in implementing marketing strategies and targets.
• Coordinate with Operations department for background investigations.
• Prepare legal and loan documents (undertakings, mortgage contracts).
• Maintain and update client files, records, and databases.
• Prepare and comply with required reports (Activity Reports, Monthly Work Programs, Work Program Accomplishments) and suggest policies to meet client needs.

Qualifications :