Position Title **:Loan Manager**Rank : Assistant Manager to Senior ManagerUnit/Section : N/ADepartment : Branch LendingDivision **:Loans Marketing Group**Reports To **:Area Manager**Supervises **:Loan Evaluators and Marketing Associates**Updated As of : October 21, 2021**JOB SUMMARY / PRIMARY ACCOUNTABILITIES**:1. The **Loan Manager **generate sales using the different channels created and launched for LMG.2. The **Loan Manager **ensures that their targets are met on a monthly basis.3. The **Loan Manager** implements and monitors the programs launched for LMG.4. The **Loan Manager** ensures that all policies and procedures, guidelines and other implementing documents are followed by the team.**SPECIFIC DUTIES AND RESPONSIBILITIES**:A. **Management**:1. Implement the approved sales and marketing plans to the team to drive revenue growth.2. Evaluate individual performances using the Performance Management Framework of theBank. Submit evaluation results as scheduled by the Bank.3. Assist in evaluating implemented business development programs and provide feedback for continuous improvement.4. Collect customer feedback and report them to the Business Development Office for continuous improvementB. **Operations**:1. Expand sales channels or maximize the current sales channels to increase production and meet their PEG monthly:- Accredit more agents to get more pool of leads and increase sales production- Re-activate agents and provide strategic marketing plans- Solicit or generate own accounts to contribute to the increase of sales production- Use of social media for more marketing campaigns approved by the BusinessDevelopment Office and Group Head- Checks and validate information encoded in the Branch Lending TrackerAssociates specifically:- Number of completed CAMs- Number of CAMs for documentation and preparation- Number of CAMs submitted to CreditInvestigator- Total amount released3. Ensure all proper and legal documents are in order.4. Guide the Loan Evaluators in the preparation of CAM while guiding the MarketingAssociate in completing all the documents to support the CAM.5. Review, approve or reject CAMs submitted by the Loan Evaluators prior to signing and prior submission to the Area Head for review and signature. Return CAMs with discrepancies, incorrect or insufficient information for revisions.6. Review, approve or reject any documents/ forms prior to signing and submitting to the designated department/ division.7. Frequently conduct meetings with agents to communicate any new programs or business changes; check on who are still active and who are not; to further enhance the relationship between the agents and the Bank. Report inactive agents to the AgentRelations Officer.8. Monitor daily activities of the Loan Evaluators and Marketing Associate to ensure that productivity measures are in place.9. Oversee covered loan centers and check on the following:- Loan Center's handling of agents and clients- Cleanliness and orderliness- Deliverables10. Monitor attendance or official business trips of the team; review, approve or reject attendance files in the HRIS.11. Ensure that approved processes, policies and procedures, guidelines and other program mechanics or strategies are being followed by the team- Ensure confidentiality of all information and documents gathered from both clients and agents- Ensure proper use of all information, documents including office supplies, equipment and facilitiesC. **Custodianship**:1. Loan Applications2. Copies of CAMs and related documents3. Copies of Individual Performance Reviews and Ratings submitted to the HumanResources DepartmentD. **Monitoring and Reporting**:1. Report sales performance per channel used2. Monitor daily activities of the team and their outputs4. Report violations against the Code of Conduct, policies and procedures**COMPETENCIES**:1. Relationship Management 16. Basic Accounting2. Analytical Skill 17. Financial Analysis3. Social Media Marketing & Strategy 18. Problem Solving and Decision4. Customer Service, Complaints MakingManagement, Incident Management 19. Reporting/ Data Management5. Strategic Planning & Thinking 20. Credit Evaluation and Analysis6. Critical Thinking 21. Entrepreneurship/ Microeconomics7. Leadership, People Management 22. Coaching/ Mentoring Skills8. Effective Communication (Oral & 23. Conflict Management andWritten) Resolution9. Effective Presentation 24. Training and Development10. Creative Thinking 25. Influencing and Persuasion Skills11. Project Management 26. Interviewing and Probing Skills12. Negotiation and Assertiveness 27. Delegation13. Performance Management 28. Accountability14. Risk Management 29. Organizing Skills15. Budget / Financial Management**QUALIFICATION GUIDELINES**:**Education** : Preferably at least a Bachelor degree on Marketing/BusinessStudies / Administration /Management/B
