Sales Associate

Cepat Kredit Financing Inc.; Cagayan Valley; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Training expenses covered

Career development opportunities

Job summary

A leading financing company in Cagayan Valley is looking for a motivated individual to assist clients throughout the loan application process. Responsibilities include timely screening of endorsed leads, maintaining knowledge of loan products, and delivering excellent customer service. Candidates should have 1-2 years of experience in banking or a related business course. Training will be provided in Ortigas, with expenses covered. Join a fast-paced environment where you can develop your career in finance.

Qualifications

• 1–2 years of experience in banking and finance or a relevant degree.
• Ability to work in a fast-paced environment.
• Tech-savvy and organized.
• Able to communicate confidently—both written and verbal—and liaise with all departments and stakeholders.

Responsibilities

• Assist clients with loan applications.
• Screen and process endorsed leads for sales objectives.
• Deliver excellent customer service.
• Deliver excellent customer service to clients.
• Coordinate 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

Communication skills

Organizational skills

Communication

Education

Bachelor's degree in a business-related course

Job description

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 clients.
• Coordinate with other departments to ensure a smooth process until loan release.
• 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 able to work in a fast-paced environment.
• Able to communicate confidently—both written and verbal—and liaise with all departments and stakeholders.