Loan Sales Specialist – Client Advocate

1-Pentagon Credit and Lending Corp; Biliran; On-site; PHP 200,880 - 312,480; Full time

Job summary

1-Pentagon Credit and Lending Corp in the Philippines is seeking a Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. You will meet sales targets, manage client communications, collect documents, and coordinate with credit and underwriting teams to ensure timely loan processing.

Role requires strong customer service skills, knowledge of financial products, and the ability to work with clients directly in-person and by phone.

Qualifications

• Identify and reach out to potential customers who may need financial support from our loan products.
• Promote and explain the company loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Guide clients through the loan application process, ensuring all required documents are collected.
• Coordinate with credit and underwriting teams to ensure timely loan processing.
• Maintain regular communication with clients regarding application status, repayments and renewals.

Responsibilities

• Identify potential customers and conduct outreach to promote loan products.
• Explain loan products and services to clients and answer questions.
• Guide applicants through the loan application process and collect documents.
• Follow up on leads and referrals to generate sales.
• Coordinate with underwriting to ensure timely processing of loans.

Skills

Sales

Customer service

Financial products knowledge

Communication skills

Tools

CRM software

Job description

1-Pentagon Credit and Lending Corp in the Philippines is seeking a Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. You will meet sales targets, manage client communications, collect documents, and coordinate with credit and underwriting teams to ensure timely loan processing.

Role requires strong customer service skills, knowledge of financial products, and the ability to work with clients directly in-person and by phone.