Relationship Specialist - San Francisco APPLY NOW ORIX METRO Leasing and Finance Corporation
Qualifications :
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
- Candidate must possess at least a Bachelor's / College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree, Professional License (Passed Board / Bar / Professional License Exam) in Business Studies / Administration / Management, Finance, Marketing.
- Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
- Required skill(s) : Sales and Marketing, Finance, Upsell, Customer Service.
Responsibilities
Specific Duties and Responsibilities
- Responsible for the day-to-day transaction and account management, monitoring of existing accounts.
- Prepares Financial Package and Credit Reports for existing accounts subject for yearly renewal.
- Evaluates and Analyzes Financial Statements.
- Evaluates client’s financial capacity based on submitted documents.
- Conducts qualitative analysis of the credit worthiness of the potential or existing borrower.
- Directs and supervises all loan documentation, loan management, loan pricing, sales, and marketing.
- Generation of Loan Assets through product development involving product conceptualization, documentation, pricing, sales, and marketing.
- Ensures that all loan accounts conform to the regulations set-forth by the BSP, the Bank, and other regulatory groups.
- Monitors maturing PNs for existing accounts.
- Requests CI for existing accounts subject for yearly renewal.
Additional Requirements
- Must be a graduate of any Business Course.
- At least 1 year of Leasing and Financing experience is a plus.
- Must be willing to work on-site.
- Must be willing to be assigned in San Francisco, Agusan del Sur.
- Fresh graduates are most welcome to apply.
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