Account Manager

• Monitor client accounts from reservation to loan take-out stage
• Coordinate with clients to gather required documents for loan processing (e.g. valid IDs, income documents, proof of billing, COE, etc.)
• Maintain updated records of clients' submission status, approval stage, and take-out timelines
• Serve as the primary liaison between the company and financing institutions (e.g. Pag-IBIG, bank partners)
• Ensure timely follow-ups with clients and banks to avoid delays in processing
• Review and validate all documentation submitted by clients for accuracy and completeness
• Prepare and submit loan application documents to banks or Pag-IBIG
• Track and manage loan evaluation, approval, and take-out schedules
• Maintain organized filing (physical and digital) of client loan records in compliance with company and regulatory policies
• Lead financing accreditation.
• Ensure compliance with financing institution guidelines, especially Pag-IBIG HDMF and banking regulations
• Process loan take-out requests and reconcile disbursed proceeds with accounting
• Coordinate with internal departments (sales, accounting, legal) for timely processing of documents (e.g. contracts, CTS, title-related docs)
• Assist in title transfer coordination post-take-out

Bossjob