Sales Associate

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

Job summary

A financing company in Batangas City is looking for a Loan Processing Officer to assist clients throughout the loan application process. Responsibilities include screening leads, delivering excellent customer service, and maintaining knowledge of loan products. Ideal candidates will have 1-2 years of experience in banking and finance or a related degree. Training in Ortigas will be provided, with all expenses covered. Join us to make a difference in client's financial journeys.

Qualifications

• 1-2 years of experience in banking and finance or a relevant degree.
• Willingness to train in Ortigas, Pasig, for two weeks.
• Ability to communicate confidently with stakeholders.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads to meet sales goals.
• Maintain knowledge of all loan products and requirements.
• Deliver excellent customer service to clients.

Skills

Customer service skills

Communication skills

Organizational skills

Process-oriented

Education

Bachelor's degree in a business-related course

Job description

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. Coordinate 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

1. Willing to train in Ortigas, Pasig, for two (2) weeks (hotel, food, and travel expenses will be covered by the company).
2. 1-2 years of experience or a graduate of any 4-year business-related course with relevant experience in banking and finance.
3. Process-oriented and technology-inclined, organized, and able to work in a fast-paced environment.
4. Can communicate confidently—both written and verbal—and is able to liaise with all departments and stakeholders.