Loan Services & Client Experience Associate

Cepat Kredit Financing Inc.; Mandaue; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Training expenses covered

Meal and travel expenses covered during training

Job summary

A financial services company in the Philippines is seeking a dedicated Loan Processing Assistant. In this role, you will assist clients throughout the loan application process, ensuring documentation is accurate and complete. Ideal candidates will have 1-2 years of experience or a relevant degree, excellent organizational and communication skills, and the ability to thrive in a fast-paced environment. This position includes training in Ortigas, with all expenses covered.

Qualifications

• 1-2 years of experience or a graduate of any 4-year business-related course with 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.

Responsibilities

• Assist clients throughout the loan application process, ensuring accurate documentation.
• Screen and process endorsed leads of the assigned branch regularly.
• Maintain knowledge of all loan products and their requirements.
• Deliver excellent customer service to clients.
• Coordinate with other departments for smooth loan processing.
• Perform other tasks as assigned.

Skills

Customer service

Communication skills

Organizational skills

Process-oriented

Education

4-year business-related course

Job description

A financial services company in the Philippines is seeking a dedicated Loan Processing Assistant. In this role, you will assist clients throughout the loan application process, ensuring documentation is accurate and complete. Ideal candidates will have 1-2 years of experience or a relevant degree, excellent organizational and communication skills, and the ability to thrive in a fast-paced environment. This position includes training in Ortigas, with all expenses covered.