Loan Services Associate — Fast-Paced Banking Pro

Cepat Kredit Financing Inc; Pasig; Vor Ort; PHP 240.000 - 360.000; Vollzeit

Zusammenfassung

Cepat Kredit Financing Inc in Ortigas, Pasig, is seeking a diligent Loan Applications Assistant to guide clients through the loan process and ensure complete documentation. You will coordinate with internal teams to move files toward loan release.

The role requires 1–2 years of experience or a 4-year business degree, plus strong process orientation, tech-savviness, and excellent communication to liaise with stakeholders.

Qualifikationen

• 1–2 years of experience or a 4-year business-related degree.
• Process-oriented, tech-inclined, organized, and able to work in a fast-paced environment.
• Good written and verbal communication; liaise with all departments and stakeholders.

Aufgaben

• Assist clients throughout the loan application process, ensuring accurate and complete documentation.
• 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.
• Maintain a strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to the clients.
• Coordinates with other departments to ensure a smooth process until loan release.
• Perform other tasks as may be assigned from time to time.

Kenntnisse

Process-oriented

Tech-savvy

Organized

Confident communicator

Ausbildung

4-year business-related degree

Jobbeschreibung

Duties and Responsibilities

• Assist clients throughout the loan application process, ensuring accurate and complete documentation.
• 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.
• Maintain a strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to the clients.
• Coordinates with other departments to ensure a smooth process until loan release.
• Perform other tasks as may be assigned from time to time.

Key Requirements

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