Loan Sales & Marketing Staff

Capex Finance & Investment Corp; Tangob; On-site; PHP 179,000 - 290,000; Full time

Job summary

Capex Finance & Investment Corp. is seeking a Loan Sales and Marketing Staff in Lipa City to promote loan products and engage with schools and borrowers. The role involves field visits, client servicing, and guiding applicants through the documentation process.

The candidate should have sales/marketing experience, a valid driver's license with own motorcycle, and strong communication skills to manage loan terms and credit checks effectively.

Qualifications

• College level or vocational graduate.
• Experience in sales, marketing, or client servicing.
• Valid driver’s license and own motorcycle for field work.
• Excellent communication and interpersonal skills.
• Detail-oriented, organized, and able to handle documents accurately.
• Self-motivated, flexible, and able to work independently or in a team.
• Willing to travel for client and school visits.

Responsibilities

• Conduct sales and marketing to promote teacher's loan.
• Visit prospective schools and clients.
• Assist borrowers in filling forms and ensure completeness of documents.
• Discuss loan details, payment terms and interest rates with borrowers.
• Perform credit investigation to verify borrower information and repayment capacity.
• Monitor borrower payments and remind them of monthly obligations.

Skills

Sales experience

Marketing experience

Client servicing

Strong communication

Interpersonal skills

Detail-oriented

Organized

Team player

Self-motivated

Willing to travel

Education

College level

Vocational graduate

Job description

Loan Sales and Marketing Staff

Location: 5F MVL Centre Bldg., Paninsingin, Lipa City

Responsibilities

• Conduct sales and marketing to promote teacher's loan.

• Conduct school visit to prospective schools and clients.

• Assist the borrowers in filling-up the forms and ensure completeness of documents/requirements.

• Discuss loan details, payment terms and interest rates to borrowers.

• Do credit investigation to ensure the accuracy of the details provided by the borrower and it's paying capacity.

• Monitor payments of borrower and remind them on their monthly obligations.

Qualifications

• College level or Vocational graduate

• With good experience in sales, marketing, or client servicing

• Must have a valid driver’s license and own a motorcycle for field work

• Strong communication and interpersonal skills

• Detail-oriented, organized, and capable of handling documents accurately

• Self-motivated, flexible, and able to work independently or as part of a team

• Willing to travel for client visits, school visits, and field assignments