Loan Sales Specialist

1-Pentagon Credit and Lending Corp; Davao del Norte; Presencial; PHP 200.880 - 312.480; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Incentives

Office Parties

Descripción de la vacante

1-Pentagon Credit and Lending Corp is seeking a proactive Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. You will interact with customers in person and by phone, aiming to meet sales targets and build strong client relationships.

The role requires understanding financial products, customer service, and basic credit principles. You will coordinate with underwriting teams to ensure timely loan processing and maintain accurate

Formación

• Identify potential customers and promote loan products.
• Meet or exceed sales targets and follow up on leads.

Responsabilidades

• Identify and reach out to potential customers who may need financial support from our products we offer.
• Promote and explain the company loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Follow up on leads and referrals provided by marketing or generated through fieldwork.
• Guide clients through the loan application process, ensuring all required documents are collected.
• Maintain regular communication with clients regarding application status, repayments and renewals.
• Provide accurate information and resolve customer inquiries of concerns promptly.
• Ensure all applications and customer records are complete, accurate, and compliant with regulatory requirements.
• Assist in verifying client details and assessing eligibility based on basic credit checks or pre-screening criteria.
• Coordinate with the credit and underwriting teams to ensure timely loan processing.
• Maintain a daily log of customer interactions, applications, and follow ups.
• Prepare and submit activity and sales reports to supervisors.
• Collaborate with other sales associates and branch staff to achieve overall business goals.

Conocimientos

Public Speaking

Sales Training

Sales Management

Teamwork

Salesforce

Outside Sales

Customer Relationship Management

Interpersonal Skills

Sales/Leasing

Communication Skills

Descripción del empleo

1-Pentagon Credit and Lending Corp is seeking a proactive Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. You will interact with customers in person and by phone, aiming to meet sales targets and build strong client relationships.

The role requires understanding financial products, customer service, and basic credit principles. You will coordinate with underwriting teams to ensure timely loan processing and maintain accurate