Project Officer/ Loan Officer

JOB PURPOSE:The Project Officer drives marketing and promotion of FSSI’s financial services among target social enterprises (SEs) and is responsible for market scanning and generating project leads, assisting potential partners in developing project applications consistent with FSSI’s triple bottom line criteria, reviewing loan applications for completeness and accuracy, monitoring project performance and working across functional units to support the growth of SE partners.The post holder may be required to undertake other duties from time to time which are broadly in line with the work scope of the Project Development and Monitoring Unit. DUTIES AND RESPONSIBILITIES:A.     MarketingConduct industry scanning to inform the development of marketing plansWrite and present marketing plans to FSSI management Deliver marketing activities that effectively generate project leadsLeverage communication assets including FSSI’s website, social media, and events to promote understanding of FSSI’s financial services to potential partnersCoordinate and analyze data from FSSI activities, partner databases and other sources to maximize reach and monitor outcomes of marketing efforts B.     Project DevelopmentHandle loan and deposit inquiries, ensuring thorough understanding of the project application process and requirementsGather required documents, ensuring that the project purpose and activities are well explainedValidate information provided and scrutinize loan applications for adherence to FSSI’s triple bottom line criteriaWrite a substantive Triple Bottomline assessment of the project application and endorse it for credit reviewConsolidate and present project application reviews to FSSI managementEnsure that partners’ concerns related to the application are handled in a professional manner at all timesAssist partners in developing project monitoring plansEnsure that the result of each project application is communicated clearly and expediently through official channelsFacilitate completion of loan documentation requirements upon project approvalEnsure that partners comply with project terms prior to release of fundsSecure confirmation of project work plans, amortization schedules and reporting milestones  C.     Business development serviceConduct diagnosis of the organization and business operation of selected partnersDevelop strategies and recommendations for business developmentProvide advisory and other technical assistance to selected partnersAssist in the delivery of business development services by in-house and/or external service providers D.    Relationship ManagementEstablish open communication lines and nurture pleasant working relationships with partnersFacilitate and ensure complete documentation of project contracts and compliance to the terms and conditions of approved projectsConduct monthly check-ins via face-to-face meetings or phone calls to update on the partner’s project activitiesWrite and transmit to partners the minutes of meetings or summaries of verbal agreements via email within 24 hoursFacilitate drawdown requests and check releases efficientlyTrack and flag the amortization schedule to partners E.     Project Monitoring and ReportingMonitor and report loan utilizationWrite and present project updates, reports and briefing papers Collate, analyze and report project data based on agreed monitoring and reporting plansMonitor critical projects and initiate/recommend interventionsMaintain and update project files including documentation (pictures and reports) of all partnersF.     Performs other related function as maybe assigned from time to timeQUALIFICATIONSEDUCATION: Bachelor’s degree preferably in Economics, Business, or MarketingEXPERIENCE: 5 years work experience in similar positions. Background in marketing loan / financial products, project management, business operations or social enterprise development, development financing, monitoring and evaluation. Familiarity with organizational development and cost management. Proven competence in project planning, research, and development; Marketing; Monitoring and evaluation, Client ServiceSKILLS: Strong communicator and connector, detail-oriented, very organized, calm, excellent presentation skills, team player, critical thinker and ability to manage parallel projects.Interested applicants may tender an application letter addressed to the HR and Administration Manager, and together with their curriculum vitae submit to: The HR and Administration UnitFoundation for a Sustainable Society, Inc.46-E Eugenio Lopez Street corner Samar Avenue, South Triangle, Quezon City Deadline for submission of application is 21 September 2022.For interested candidates, please click “APPLY NOW” and be sure to upload your updated CV or resume through Jobstreet.