Loan Solutions & Client Growth Specialist

Cepat Kredit Financing Inc; Metro Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

Cepat Kredit Financing Inc is seeking a Sales Associate responsible for generating leads, assisting clients with loan applications, and ensuring proper documentation for loan processing. The role emphasizes client acquisition, relationship management, and delivering excellent customer service to achieve sales targets and contribute to company growth.

The ideal candidate has a Bachelor's degree in Business Administration or related field, with 0–1 year in sales or banking.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance or related field.
• 1 year in sales, customer service, or banking/financial services preferred; fresh grads welcome.

Responsibilities

• Identify and prospect potential clients through fieldwork, referrals, and online platforms.
• Conduct initial client interviews to understand financial needs and recommend loan products.
• Assist clients in filling out loan applications and gathering documentation.
• Coordinate with Credit and Loan Processing teams for smooth processing.
• Follow up on application status, requirements, and approvals.
• Maintain client relationships to drive repeat business and referrals.
• Achieve individual and team sales targets as set by the company.
• Submit regular reports on sales activities and pipeline to Sales Officer/Branch Manager.
• Attend product training, sales meetings, and company events.
• Perform other tasks as assigned by management.

Skills

communication

interpersonal skills

persuasion

negotiation

organization

time management

Education

Bachelor's degree in Business Administration, Marketing, Finance

Job description

Cepat Kredit Financing Inc is seeking a Sales Associate responsible for generating leads, assisting clients with loan applications, and ensuring proper documentation for loan processing. The role emphasizes client acquisition, relationship management, and delivering excellent customer service to achieve sales targets and contribute to company growth.

The ideal candidate has a Bachelor's degree in Business Administration or related field, with 0–1 year in sales or banking.