Sales Associate

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

Benefits offered by this job

Training expenses covered

Job summary

A financial services company in the Philippines is looking for an HR Officer to assist clients through the loan application process. This role involves screening and processing leads, maintaining product knowledge, and providing excellent customer service. Applicants should have 1-2 years of banking and finance experience or a relevant degree. Strong organizational and communication skills are essential. Training will be provided in Ortigas for two weeks. Competitive benefits include coverage for training expenses.

Qualifications

• 1-2 years of experience in banking and finance preferred.
• Willingness to train in Ortigas, Pasig for two weeks.
• Strong communication skills, both written and verbal.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads of the assigned branch.
• Maintain strong knowledge of all loan products.

Skills

Process-oriented

Organizational skills

Effective communication

Adaptability in fast-paced environment

Education

Graduate of any 4-year business-related course

Job description

Job Description

HR Officer Cepat Kredit Financing Inc.

Duties and Responsibilities

1. Assist clients throughout the loan application process, ensuring accurate and complete documentation.

2. 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

3. Maintain a strong knowledge of all loan products and their requirements.

4. Deliver excellent customer service to the clients.

5. Coordinates with other departments to ensure a smooth process until loan release.

6. 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 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—and is able to liaise with all departments and stakeholders.