Loan Applications & Sales Specialist

Cepat Kredit Financing Inc; Cabuyao; On-site; PHP 280,000 - 360,000; Full time

Job summary

Cepat Kredit Financing Inc. is seeking a Sales Associate - Non-Collateral to assist clients with loan applications, verify documents, and coordinate with internal teams to ensure smooth loan processing.

You will follow up on pending requirements, provide product information, and maintain accurate records while upholding confidentiality and compliance. Fresh graduates are welcome and a 2-week Ortigas training is required.

Qualifications

• Bachelor's degree in related field required.
• Fresh graduates are welcome to apply.
• Experience in banking, financing, lending, sales, customer service, or loan processing is an advantage.
• Good communication and customer service skills.
• Organized, detail-oriented, proactive, and able to handle multiple accounts and follow-ups.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Willing to undergo 2 weeks of training in Ortigas, Pasig.
• Must demonstrate professionalism, integrity, accountability, and confidentiality.

Responsibilities

• Assist clients with loan applications and documentary requirements.
• Process endorsed leads and monitor accounts from application to loan release.
• Follow up with clients regarding pending requirements and application status.
• Provide accurate information on loan products, requirements, and processing timelines.
• Coordinate with Sales, Loans Processing, Credit Review, and other departments.
• Support the branch in achieving monthly Trans-In and lead conversion targets.
• Maintain accurate client, lead, and account records and prepare required reports.
• Ensure compliance with company policies, documentation standards, data privacy, and internal audit requirements.

Skills

Excellent communication

Customer service

Organized

Detail-oriented

Proactive

Confidentiality

Education

Bachelor's degree in Business Admin., Marketing, Management, Finance, Banking and Finance, or related field

Tools

MS Word

MS Excel

PowerPoint

Job description

Cepat Kredit Financing Inc. is seeking a Sales Associate - Non-Collateral to assist clients with loan applications, verify documents, and coordinate with internal teams to ensure smooth loan processing.

You will follow up on pending requirements, provide product information, and maintain accurate records while upholding confidentiality and compliance. Fresh graduates are welcome and a 2-week Ortigas training is required.