Account Officer

TigerUX


Date: 2 days ago
City: Cebu City
Contract type: Full time
Responsibilities

  • Source potential clients through affiliates, suppliers, and external networks.
  • Conduct preliminary background and credit investigations.
  • Manage the delivery of services, oversee loan processing up to release, keep track of 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

  • Bachelor’s degree in business administration or a related field.
  • At least 1 year of marketing experience, preferably in a financial institution or a related industry.
  • Established networks or a client base is an advantage.

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