Account Officer-Mortgage Finance Business_Bacolod (For Pooling)

UnionBank of the Philippines


Date: 2 weeks ago
City: Bacolod City
Contract type: Full time
The Account Officer-Mortgage Finance Business generates Mortgage Loans for the bank with minimize past due loans held at minimum level acceptable to the bank.

Duties And Responsibilities

  • Generate housing loan business through sales calls, referrals, and partnerships with developers and brokers
  • Interview clients and conduct initial evaluation of mortgage loan applications
  • Coordinate with Credit, CI/CA, CORC, and Loan Operations teams for loan approval and booking
  • Monitor application status, turnaround time, and compliance with service level agreements (SLAs)
  • Facilitate loan documentation signing and timely compliance with deficiencies
  • Accredit new developers and coordinate onboarding requirements
  • Conduct loan product briefings and participate in project launches and open houses
  • Provide timely and effective responses to client, developer, and broker inquiries
  • Prepare monitoring and monthly accomplishment reports, including projected bookings

Qualifications

  • Bachelor's Degree in Finance, Business Administration, Economics, or related field (Master's Degree is preferred)
  • Minimum of 2 years background in sales, mortgage finance, lending
  • Knowledgeable in mortgage products and regulations
  • Demonstrates integrity and professionalism with an innovation and continuous improvement mindset
  • Strong comms and relationship-building skills

Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn

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