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Job summary
A financial services company located in Laguna, Philippines is seeking a candidate for a role focused on field marketing activities. Responsibilities include conducting client interviews, assisting with loan applications, and ensuring documentation accuracy. Ideal candidates should be organized, detail-oriented, and possess strong communication skills. This position is for senior high school graduates, college undergraduates, or graduates of any course and may require fieldwork and potential branch transfers.
Responsibilities
Conduct field marketing activities such as flyer distribution and tarpaulin posting.
Accommodate and interview clients and clearly explain loan procedures and transactions.
Evaluate and assess client requirements for loan applications.
Verify loan applications in coordination with the IT Department.
Prepare and accurately complete loan application forms.
Assist in loan approval processes under the supervision of the Officer-in-Charge.
Process vouchers for loans, EPA, PW, and remittances.
Ensure all required documents and supporting attachments are complete and accurate.
Encode client information accurately into the system.
Maintain properly signed and well-organized logbooks, vouchers, and forms.
Sort, file, and safeguard documents for both Branch and Main Office records.
Skills
Good communication and interpersonal skills
Detail-oriented and organized
Willing to conduct fieldwork
Willing to be assigned or transferred to another branch
Education
Senior High School Graduate / College Undergraduate / College Graduate (any course)
Job description
A financial services company located in Laguna, Philippines is seeking a candidate for a role focused on field marketing activities. Responsibilities include conducting client interviews, assisting with loan applications, and ensuring documentation accuracy. Ideal candidates should be organized, detail-oriented, and possess strong communication skills. This position is for senior high school graduates, college undergraduates, or graduates of any course and may require fieldwork and potential branch transfers.