Loan Solutions Advisor

1-Pentagon Credit and Lending Corp; Davao Occidental; On-site; PHP 167,400 - 301,320; Full time

Benefits offered by this job

Incentives

Health Insurance

Office Parties

Job summary

1-Pentagon Credit and Lending Corp is seeking a Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. The role involves direct client interaction in person and over the phone to meet sales targets and deliver excellent service.

The candidate will coordinate with credit and underwriting teams, maintain detailed records, and ensure regulatory compliance while supporting branch goals and customer satisfaction.

Qualifications

• Identify and reach out to potential customers.
• Promote and explain loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Follow up on leads and referrals provided by marketing or generated through fieldwork.
• Guide clients through the loan application process, ensuring all required documents are collected.

Responsibilities

• Identify potential customers to promote our loan products.
• Explain and promote company loan products and services.
• Meet or exceed sales targets and conversion rates.
• Follow up on leads and referrals from marketing or fieldwork.
• Guide applicants through the loan process and collect documents.
• Maintain client communications regarding status, repayments, and renewals.
• Ensure accurate customer records and regulatory compliance.
• Coordinate with credit and underwriting teams for timely processing.

Skills

Public Speaking

Sales Training

Sales Management

Teamwork

Outside Sales

Customer Relationship Management

Interpersonal Skills

Sales/Leasing

Communication Skills

Tools

Salesforce

Job description

1-Pentagon Credit and Lending Corp is seeking a Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. The role involves direct client interaction in person and over the phone to meet sales targets and deliver excellent service.

The candidate will coordinate with credit and underwriting teams, maintain detailed records, and ensure regulatory compliance while supporting branch goals and customer satisfaction.