Sales Associate

Wisefund Finance Corporation Ortigas; Cebu City; On-site; PHP 201,000 - 268,000; Full time

Job summary

Wisefund Finance Corporation Ortigas is seeking a capable loan processing assistant to support the pre-screening, processing, and monitoring of loan applications from clients and loan consultants.

The role requires a 4-year degree, strong communication skills, and the ability to work in a fast-paced, technology-driven environment. Willingness to learn and adapt is essential.

Qualifications

• Process oriented and technology-inclined, organized and can work in a fast-pace environment.
• Able to communicate effectively both oral and written.
• Graduate of any 4-year course.
• Willing to learn and be molded.

Responsibilities

• Pre-screening of documents/requirements, actual loan process, monitoring until release of loan
• Coordinate with the credit and loan processing teams to facilitate the approval of loans
• Update clients and loan consultants about the loan application and recommend action plan to better serve the Clients and Loan Consultants
• Ensure integrity and compliance to all company policies
• Run proper Masterlist and FFCC
• Follow up clients in submission of pending requirements
• Provide excellent customer service to both borrowers and loan consultants
• May be assigned to supervise other branches in case of need and necessity
• Performs other tasks as assigned by the Immediate Superior or Department Head

Skills

Process orientation

Tech-savvy

Organized

Fast-paced environment

Communication skills

Education

4-year degree

Job description

Duties and Responsibilities:

• Pre-screening of documents/requirements, actual loan process, monitoring until release of loan

• Coordinate with the credit and loan processing teams to facilitate the approval of loans

• Update clients and loan consultants about the loan application and recommend action plan to better serve the Clients and Loan Consultants

• Ensure integrity and compliance to all company policies

• Run proper Masterlist and FFCC

• Follow up clients in submission of pending requirements

• Provide excellent customer service to both borrowers and loan consultants

• May be assigned to supervise other branches in case of need and necessity

• Performs other tasks as assigned by the Immediate Superior or Department Head

Job Description:

• Graduate of any 4-year course

• Process oriented and technology-inclined, organized and can work in a fast-pace environment

• Able to communicate effectively both oral and written

• Can quickly adapt and willing to learn and be molded