Loan Solutions Specialist (Sales & Processing)

Cepat Kredit Financing Inc.; Antipolo; On-site; PHP 201,000 - 268,000; Full time

Job summary

Cepat Kredit Financing Inc. is seeking a motivated staff to assist clients with loan applications, monitor endorsements from start to finish, and follow up on requirements. The role supports branch targets and ensures accurate records while adhering to data privacy and audit guidelines.

Ideal candidates hold a bachelor's degree, are customer-oriented, and possess strong communication and multitasking abilities. Fresh graduates are welcome; two weeks of training are required in Ortigas, Pasig.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Management, Finance, Banking and Finance, or any related field.
• Fresh graduates are welcome to apply.
• Experience in banking, financing, lending, sales, customer service, or loan processing is an advantage.
• Customer-oriented, proactive, organized, and detail-oriented.
• Good written and verbal communication skills.
• Able to manage multiple client follow-ups and account requirements in a fast-paced environment.
• Technology-inclined and willing to learn company systems and loan processing tools.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Must be willing to undergo two (2) weeks of training in Ortigas, Pasig, subject to company arrangements and guidelines.

Responsibilities

• Assist clients in completing loan applications and documentary requirements.
• Process and monitor endorsed leads from initial endorsement up to loan release.
• Follow up with clients regarding pending requirements and application status.
• Support the branch in achieving monthly Trans-In and lead conversion targets.
• Provide accurate information on loan products, requirements, guidelines, and processing timelines.
• Coordinate with Sales, Loans Processing, Credit Review, and other concerned departments regarding account concerns and movement.
• Maintain accurate and updated client, lead, account, and sales records.
• Ensure compliance with company policies, documentation standards, data privacy requirements, and internal audit guidelines.

Skills

Customer-oriented

Proactive

Detail-oriented

Communication skills

Multi-tasking

Tech-savvy

MS Office

Education

Bachelor’s degree in Business Administration, Marketing, Management, Finance, Banking and Finance, or any related field

Tools

Microsoft Word

Excel

PowerPoint

Job description

Cepat Kredit Financing Inc. is seeking a motivated staff to assist clients with loan applications, monitor endorsements from start to finish, and follow up on requirements. The role supports branch targets and ensures accurate records while adhering to data privacy and audit guidelines.

Ideal candidates hold a bachelor's degree, are customer-oriented, and possess strong communication and multitasking abilities. Fresh graduates are welcome; two weeks of training are required in Ortigas, Pasig.