Loan & Sales Support Specialist

Cepat Kredit Financing Inc.; Metro Manila; On-site; PHP 201,000 - 312,000; Full time

Job summary

Cepat Kredit Financing Inc. is hiring a Loan Processing/Administrative Assistant to support loan applications, document verification, and client communication. You will assist in data entry, tracking, and coordination across departments to ensure timely processing of loans.

Fresh graduates are welcome, with focus on accuracy, confidentiality, and customer service. Role may require fieldwork or branch support as needed and offers opportunities to grow in a dynamic finance team.

Qualifications

• Must have a bachelor’s degree in Business Administration, Marketing, Management, Finance, or related field.
• Fresh graduates are welcome to apply.
• Experience in sales, loan processing, customer service, administrative support, or related function is an advantage.
• Must have basic knowledge or willingness to learn loan processing, sales documentation, client handling, and account monitoring.
• Must have good communication, coordination, and interpersonal skills.
• Must be customer-oriented, detail-oriented, organized, and capable of handling multiple accounts, follow-ups, and deadlines.
• Must have the ability to build and maintain good relationships with clients, branches, and internal departments.
• Must be proficient in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
• Must be willing to perform fieldwork, client coordination, or branch support activities when required.
• Must demonstrate professionalism, confidentiality, accountability, integrity, and strong work ethics in handling client information, loan documents, sales records, and company data.

Responsibilities

• Assist in processing loan applications by reviewing, organizing, and validating client documents and requirements.
• Guide clients on loan requirements, application procedures, document submission, and account status updates.
• Follow up missing or incomplete requirements and coordinate with clients and concerned teams for timely processing.
• Encode, update, and maintain accurate client information, loan details, sales records, and monitoring trackers.
• Coordinate with Sales, Branches, Credit Review, Loans Documentation, Customer Service, and other departments regarding loan application movement.
• Monitor loan applications from endorsement, evaluation, approval, documentation, and release.
• Assist in resolving client concerns and elevate processing issues or delays to the immediate superior.
• Prepare sales reports, account monitoring updates, pipeline reports, and other required documentation.
• Provide administrative and operational support to the Sales Team, including filing, coordination, follow-ups, and sales activities.
• Ensure proper handling, confidentiality, and compliance with company policies, documentation standards, and data privacy requirements.
• Perform other related duties and responsibilities as assigned by the immediate superior and/or management.

Education

Bachelor’s degree in Business Administration, Marketing, Management, Finance, or related field

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Cepat Kredit Financing Inc. is hiring a Loan Processing/Administrative Assistant to support loan applications, document verification, and client communication. You will assist in data entry, tracking, and coordination across departments to ensure timely processing of loans.

Fresh graduates are welcome, with focus on accuracy, confidentiality, and customer service. Role may require fieldwork or branch support as needed and offers opportunities to grow in a dynamic finance team.