Retail Lending Officer (Pro-Negosyo Loan (PNL) Product)
Full-time
Credit Access Philippines Financing Company Inc.- Davao
Key Responsibilities
1. Product Support
- Assists in implementing product-related initiatives, updates, and process changes.
- Provides support in the preparation of product materials such as memos, presentations, and training decks.
- Supports branches and internal teams by responding to basic product-related inquiries.
2. Monitoring & Reporting
- Compiles and validates daily, weekly, and monthly product performance data (e.g., disbursements, applications, and portfolio quality).
- Prepares simple reports and dashboards
- Assists in tracking product issues or feedback from branches.
3. Documentation & Administration
- Maintains and updates product files, guidelines, documentation logs, and reference materials.
- Ensures accurate version control of product manuals and communications.
- Coordinates on the approval requests, routing of documents, and filing of signed materials.
4. Coordination & Communication
- Coordinates with branches, operations, credit, and other support units regarding product concerns, requirements, and updates.
- Assists in scheduling meetings, trainings, and product briefings.
- Monitors and follows up on action items assigned to relevant teams.
5. Process Assistance
- Provides assistance in reviewing loan processes by gathering data, customer feedback, and operational observations.
- Helps identify minor issues or bottlenecks and escalate them to the Product Manager/Business Development Manager.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Marketing, or related field
- Preferably 1–2 years of experience in banking, lending operations, or product support
- Basic understanding of retail lending or financial products (training will be provided)
- Proficient in MS Excel, Word, and PowerPoint
- Strong attention to detail, organizational skills, and willingness to learn
- Good communication and teamwork skills
Vacancy posted 2 days ago
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