Sales Assistant (Documentation & Loan Processing)

Bluebricks Holding; Selangor; On-site; MYR 20,000 - 100,000; Full time

Job summary

A loan consultancy firm in Malaysia seeks a Sales Assistant specializing in documentation and loan processing. The candidate will manage backend sales execution, ensuring smooth loan approvals without direct selling. Key responsibilities include handling customer enquiries, reviewing credit reports, and managing documents. The ideal candidate is organized, detail-oriented, and comfortable with structured workflows. The position offers a salary between RM 2000 and RM 3500, along with opportunities for long-term career development.

Benefits

On-the-job training

Supportive team environment

Long-term career development opportunities

Qualifications

• Organised and detail-oriented individual.
• Ability to manage multiple follow-ups without missing details.
• Comfort with repetitive workflows.

Responsibilities

• Reply to customer enquiries using provided scripts.
• Review CTOS credit reports and check income documents.
• Organise and upload documents to Google Drive.
• Monitor loan application status and timelines.
• Send collection/payment messages.

Skills

Organised

Detail-oriented

Comfortable handling documents

Patient and calm

Process-driven

Job description

Sales Assistant (Documentation & Loan Processing)

Company Overview

BlueBricks is a registered loan consultancy firm in Malaysia, specialising in bank personal loans, debt consolidation, and credit restructuring solutions.

We work closely with multiple banks to help clients resolve financial difficulties through legitimate bank-approved solutions. We do not charge upfront payment and focus on long-term, ethical outcomes for our clients.

Job Responsibilities

This role focuses on backend sales execution and loan processing. You are not required to sell, but you will play a critical role in ensuring smooth loan approvals.

1. Lead Handling

• Reply to customer enquiries using provided scripts
• Update customer information in the Notion system

2. Lead Filtering & Credit Checking

• Review CTOS credit reports
• Check income documents (payslips, bank statements, EPF, etc.)
• Calculate Debt Service Ratio (DSR) (training provided)
• Update lead status in Notion

3. Document Collection & Management

• Follow up with clients to collect complete income documents
• Organise and upload documents to Google Drive
• Prepare and send documents to processing teams

4. Loan Processing & Coordination

• Coordinate with processing teams
• Collect settlement documents (e.g. credit card statements, redemption letters)
• Arrange document signing sessions
• Follow up on bank account opening (if required)
• Monitor loan application status and timelines
• Update client progress and status

5. Post-Approval & Administration

• Send collection/payment messages
• Monitor customer payments
• Issue and send receipts to internal accounts team
• Request customer reviews after successful cases
• Return customer credit cards (for relevant cases)

We Are Looking For Someone Who

• Is organised and detail-oriented
• Is comfortable handling documents, numbers, and systems
• Can manage multiple follow-ups without missing details
• Is patient, calm, and process-driven
• Can handle repetitive workflows consistently
• Is looking for a stable, long-term role

This Role Is NOT Suitable If You

• Are looking for a sales or commission-based role
• Prefer talking over documenting and following up
• Dislike paperwork, numbers, or structured systems
• Get stressed easily by repetitive tasks
• Are looking for a short-term or “try-and-see” job

What We Provide

• Clear SOPs and structured workflows
• On-the-job training
• Supportive team environment
• Long-term career development opportunities

Salary & Benefits

• Salary: RM 2000 – RM 3500 (depending on experience)
• Working hours: Monday – Friday
• Location: Sri Petaling

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