Loan Consultant Coordinator, Pasig

The Loan Consultants Coordinator plays a key role in supporting and managing relationships with assigned Loan Consultants. This position ensures smooth daily operations, timely account submissions, and consistent consultant productivity aligned with sales goals.

• Act as the primary point of contact for assigned Loan Consultants.
• Provide hands-on guidance in loan processing, documentation requirements, and system navigation.
• Build strong, professional relationships to support consultant satisfaction, engagement, and retention.

• Ensure all activities and submissions from Loan Consultants comply with company policies and loan guidelines.
• Maintain organized and updated performance records, reports, and activity logs.

• Share product updates, policy changes, and marketing campaigns with Loan Consultants.
• Gather consultant feedback and relay relevant insights to management to improve processes and support.
• Assist in the coordination and execution of training sessions and engagement initiatives for LCs.

• Identify underperforming Loan Consultants and help implement action plans to improve productivity.
• Support the Senior Loan Consultants Relations Officer in coaching new or struggling consultants.
• Assist in tracking incentive programs and verifying consultant eligibility for rewards.

JOB SPECIFICATIONS 

Educational Requirement: Bachelors degree related to the position 

Work Experience: 2-3 years of account management 

JOB COMPETENCIES 

Management/ Leadership: Proven ability to lead and supervise teams in the financial industry, providing guidance, support, and feedback to ensure high performance. Skilled in motivating team members, resolving conflicts, and fostering collaboration to achieve organizational goals. 

Functional: Process-oriented, Organized, strategic decision-making skills 

Personal: Presentable and exceptional verbal and written communication skills