Sales Support Officer

Bank of the Philippine Islands (BPI)


Date: 5 days ago
City: Manila
Contract type: Full time
The Sales Support Officer is responsible for any deficiency, approval and compliance of loan documents. He / She supports and works hand-in-hand with Business Sales Officers and various internal and external stakeholders to ensure completeness of loans requirements, movement of CLAs in the application/credit process without delay, consolidate and prepare sales reports, forecast monthly booking and strategizes and orchestrates prioritization of accounts, supervises the activities and task of Marketing Assistants.

Responsibilities

  • Consolidates sales reports
  • Coordinates directly with customers for the completion of requirements
  • Reviews loan requirements and ensures its completeness
  • Ensures CLAs move in the application/credit process without delay
  • Coordinates with Fulfilment for the documentation and implementation of approval
  • Forecasts monthly booking and strategizes and orchestrates prioritization of accounts to ensure attainment of booking target
  • Supervises the activities and task delivery of the Marketing Assistant to make sure all CLAs are properly acted upon
  • Ensures that loan documents are complete and properly executed by the Customer

Qualifications

  • Bachelor's degree in any Business Studies/ Marketing/ Management
  • Preferably with at least three years of experience in banking operations
  • With extensive credit skills and bank product knowledge
  • Has excellent communication, leadership and interpersonal skills

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