Total 2 account executive job vacancies in Finance / Banking / Insurance category in Mandaue City, Cebu

Engage with bilingual (English and Spanish) customers through voice channels to address inquiries, concerns, and requests related to mortgage products, services, and account information
•    Provide accurate and comprehensive information about mortgage options, interest rates, loan terms, and other relevant details to assist customers in making informed decisions
•    Assist customers in navigating online platforms and self-service tools, guiding them through account setup, payments, document submission, and other activities
•    Collaborate with internal teams to resolve complex customer issues; escalate cases as necessary
•    Handle all interactions professionally, efficiently, and in compliance with company policies and industry regulations.
•    Maintain detailed records of customer interactions, transactions, and inquiries using the company's CRM system
•    Identify opportunities for upselling or cross-selling additional mortgage products and services based on customer needs
•    Stay updated on industry trends, product updates, and company policies to provide accurate information to customers
•    Participate in ongoing training to enhance product knowledge, communication skills, and customer service techniques
•    Contribute to a positive team environment by sharing insights and best practices to improve overall customer satisfaction

• Send updated customers SOA on a weekly basis.
• Verify & record payment of customers.
• Reconcile client balances to ensure data integrity
• Response to customers concern and resolve any issue that may arise.
• Ability to handle difficult customer.
• Analytical and can work under pressure.
• Timely collection and recording of tax certificate.
• Preparing collection/payment details.
• Alternate Cashier.
• Ability to propose solution to all problem encountered
• Maintaining accounts receivable files & record.
• Performing bank reconciliations & monthly GL analysis.
• Taking up additional tasks that may be assigned to meet Departmental requirements.