Account Officer (Ortigas)

Responsibilities

• Source clients through affiliates, suppliers, and external networks.
• Conduct preliminary background and credit investigations.
• Manage the delivery of services, oversee loan processing up to release, monitor payments, and promote loan renewals.
• Design and implement market value propositions.
• Handle cross-selling of related financial products (e.g., Asenso, Insuretayo).
• Establish strong public relations with agencies and industry associations.
• Create and conduct product presentations.
• Develop tracking systems to gather and analyze market data.
• Recommend and assist in implementing marketing strategies and targets.
• Communicate with the Operations department for background investigations.
• Prepare legal and loan-related 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, Review and suggest other policies to meet client's demands).

Qualifications