Loan Services Associate — Fast-Paced Banking Pro

Cepat Kredit Financing Inc.; Pasig; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Performance Bonus

Government Mandated Benefits

HMO Insurance

Job Training

Job summary

A financial service company in Pasig is seeking a full-time employee to assist clients throughout the loan application process. The ideal candidate will have 1-2 years of experience or a bachelor's degree, with strong organizational and communication skills. Responsibilities include processing leads and delivering excellent customer service. Benefits include performance bonuses, insurance, and professional development opportunities.

Qualifications

• 1-2 years of experience in banking and finance.
• Process-oriented and organized, can work in a fast-paced environment.

Responsibilities

• Assist clients throughout the loan application process.
• Ensure timely screening and processing of endorsed leads.
• Deliver excellent customer service.
• Coordinate with departments for smooth loan release.

Skills

Organizational skills

Communication skills

Technology-inclined

Education

Bachelor’s Degree

Job description

Duties and Responsibilities

1. Assist clients throughout the loan application process, ensuring accurate and complete documentation.

2. Responsible for the timely screening and processing of endorsed leads of the assigned branch, as well as regularly monitoring pending accounts to support sales objectives

3. Maintain a strong knowledge of all loan products and their requirements.

4. Deliver excellent customer service to the clients.

5. Coordinates with other departments to ensure a smooth process until loan release.

6. Perform other tasks as may be assigned from time to time.

Key Requirements

1. Willing to train in Ortigas, Pasig, for two (2) weeks (hotel, food, and travel expenses will be covered by the company).
2. 1-2 Years of Experience or Graduate of any 4-year business-related course,relevant experience in banking and finance.
3. Process-oriented and technology-inclined, organized, and can work in a fast-paced environment.
4. Can communicate confidently—both written and verbal, able liaise in all department and stakeholders.