Loan & Sales Associate: Banking Support & Onboarding

Cepat Kredit Financing Inc; Gumaca; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services company in Gumaca is seeking a loan consultant to handle daily consultant queries, assist in recruitment, and boost sales engagement. Ideal candidates have a background in banking or finance along with strong communication skills. This is a full-time role that requires organization and the ability to work in a fast-paced environment.

Qualifications

• 1-2 years experience or equivalent relevant experience in banking and finance.
• Ability to communicate confidentially, both written and verbal.

Responsibilities

• Handle, update and assist day-to-day loan consultant concerns.
• Assist in recruitment and onboarding of new loan consultants.
• Boost sales engagement and assist marketing operations.

Skills

Process Oriented

Organized

Communication skills

Technology-Inclined

Education

Graduate of any 4-year business related course

Job description

At Cepat Kredit, we understand the sacrifices made by OFWs and seafarers who work far from home to support their families. Since 2019, we have been dedicated to providing fast, reliable financial support that eases the weight of these sacrifices.

DUTIES AND RESPONSIBILITES FOR THE POSITION

• Handling, updating and assisting day-to-day loan consultant concerns/ queries.
• Assisting Marketing Assistant/ BM's on pre-screening document/ requirements submitted by Loans Consultant.
• Boost sales engagement of assigned Loans Consultant per branch on delivering new/ renewal accounts.
• Assist in Recruitment and Onboarding of new Loans Consultant
• Escalate concerns, complaints and other issues being encountered to immediate supervisor for quick kills and implement approved solutions case to case basis.
• Assist/ Execute programs implemented by Trade Marketing Department.
• 1-2 Years Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance.
• Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment.
• Can communicate confidentially - both written and verbal, able liaise in all department and stakeholders.