Sales Associate

Cepat Kredit Financing Inc; Bulacan; On-site; PHP 223,000 - 391,000; Full time

Job summary

Cepat Kredit Financing Inc in Bulacan is seeking a loan processing support professional to assist clients through the loan application, ensuring documentation is complete and accurate. You will screen endorsed leads at the branch, monitor pending accounts to support sales objectives, and maintain thorough knowledge of all loan products and requirements.

The role emphasizes delivering excellent customer service and coordinating with other departments to ensure a smooth loan release, with

Qualifications

• 2.1–2 years of experience or graduate of any 4-year business-related course, with banking/finance experience.
• Process-oriented and technology-inclined.
• Excellent written and verbal communication to liaise with departments and stakeholders.

Responsibilities

• Assist clients throughout the loan application process, ensuring accurate and complete documentation.
• 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.
• Maintain a strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to the clients.
• Coordinates with other departments to ensure a smooth process until loan release. Perform other tasks as may be assigned from time to time.

Skills

Process-oriented

Technology-inclined

Organized

Communication skills

Education

4-year business-related degree

Job description

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


• 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


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


• Deliver excellent customer service to the clients.


• Coordinates with other departments to ensure a smooth process until loan release.6. Perform other tasks as may be assigned from time to time.

Duties And Responsibilities

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


• 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


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


• Deliver excellent customer service to the clients.


• 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).

2.1-2 years of experience or 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.