Loan Officer / Account Executive

The Loan Officer / Account Executive is responsible for identifying potential clients, managing the loan application process, and ensuring a smooth client journey from initial contact to loan closure. This role involves relationship-building, thorough documentation review, and collaboration with internal teams to deliver an exceptional client experience.

Benefits:

• Competitive salary

• Strong support system

• Salary increase starting on your first year of employment (only for full-time roles | based on performance)

• Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)

• Health benefit ($30/month)

• No computer activity monitoring

• Training materials for upskilling provided

• Paid holiday leaves (depending on the holidays that the client observes)

• Paid sick leaves (sick leave convertible to cash if perfect attendance)

• Paid planned leaves

• 13th month pay

• Allowance for SSS and Pag-ibig contribution ($20/month)

Key Responsibilities:

Client Acquisition and Relationship Management:

• Identify potential clients through networking, referrals, and targeted outreach strategies.

• Develop and maintain a pipeline of prospective clients, systematically following up to nurture leads.

• Engage clients through regular meetings, calls, and follow-ups to build and maintain strong relationships.

Loan Application and Qualification:

• Conduct comprehensive needs assessments to understand client objectives, financial situations, and lending requirements.

• Qualify initial deals and project scopes to ensure they meet funding criteria.

• Review client loan applications and documentation for accuracy and completeness.

Client Communication and Support:

• Present soft terms and term sheets to clients, addressing any questions and ensuring they understand and agree to the conditions.

• Maintain real-time communication with clients, providing regular updates on their loan status.

• Support general and borrower-specific calls, ensuring clear and efficient communication.

Documentation and CRM Management:

• Manage client information and interactions in the CRM system, ensuring all data is accurate and up-to-date.

• Collect and review key documentation required for loan processing, ensuring compliance with submission guidelines.

• Collaborate with internal teams, including the back office, to ensure efficient loan processing and client satisfaction.

Ad hoc:

• Perform ad hoc tasks as needed.

Requirements & Qualifications:

• Minimum of 2-3 years of experience in loan origination, sales, or account management.

• Strong understanding of the lending process, with the ability to learn private lending sector specifics quickly.

• Excellent communication and relationship-building skills.

• Proficiency in CRM systems and loan processing software.

• Strong organizational and documentation skills with attention to detail.

• Ability to conduct comprehensive client needs assessments and provide tailored solutions.

• Working hours: Monday to Friday between 8:30 AM to 5 PM Central Standard Time (CST)

Preferred Qualifications:

• Experience in private lending or familiarity with hedge fund note purchase guidelines.

• Background in financial services or real estate lending.

• Demonstrated ability to manage multiple clients and deadlines in a fast-paced environment.

Job Type: Full-time

Pay: $800 - $900 + $50 Allowance per month

Note: This role is only available to candidates from the Philippines and  Kosovo.