A financial services company is seeking a Sales Associate to assist clients in the loan application process. The ideal candidate will have 1-2 years of experience or a degree in a related field, excellent communication skills, and the ability to work efficiently in a fast-paced environment. Responsibilities include processing leads, monitoring accounts, and ensuring customer satisfaction. Training will be provided in Ortigas, Pasig, with expenses covered.
Qualifications
1-2 years of experience in banking and finance is preferred.
Willingness to train in Ortigas, Pasig for two weeks, with expenses covered.
Responsibilities
Assist clients throughout the loan application process.
Screen and process endorsed leads for the assigned branch.
Monitor pending accounts to support sales objectives.
Maintain knowledge of loan products and requirements.
Deliver excellent customer service.
Coordinate with other departments for a smooth loan release.
Skills
Customer service
Communication (written and verbal)
Organization
Technology proficiency
Process orientation
Education
Graduate of a 4-year business-related course
Job description
A financial services company is seeking a Sales Associate to assist clients in the loan application process. The ideal candidate will have 1-2 years of experience or a degree in a related field, excellent communication skills, and the ability to work efficiently in a fast-paced environment. Responsibilities include processing leads, monitoring accounts, and ensuring customer satisfaction. Training will be provided in Ortigas, Pasig, with expenses covered.