Loan Services Associate — Paid Training & Fast-Paced Banking

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

Benefits offered by this job

Company covers hotel and travel expenses for training

Job summary

A financial services company in the Philippines is looking for a Sales Associate to assist clients through the loan application process and deliver excellent customer service. The ideal candidate has 1-2 years of relevant experience or a degree in business, is process-oriented, and communicates effectively. This full-time position requires training in Ortigas, with all expenses covered.

Qualifications

• 1-2 years of experience or a business-related degree.
• Process-oriented, organized, and technology-inclined.
• Confident communicator, both written and verbal.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads for sales objectives.
• Maintain strong knowledge of loan products.
• Deliver excellent customer service to clients.
• Coordinate with departments for smooth processes.

Skills

Customer service

Loan processing knowledge

Communication

Organizational skills

Education

Bachelor's degree in business-related course

Job description

• 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.
  
  

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.