Sales Associate

Cepat Kredit Financing Inc.; Cotabato City; On-site; PHP 223,000 - 312,000; Full time

Benefits offered by this job

Performance Bonus

Incentives

Health Insurance (HMO)

Job Training

Job summary

A financial services company is seeking a full-time employee in Cotabato City to assist clients throughout the loan application process and ensure timely processing of leads. Ideal candidates will have 1-2 years of relevant experience in banking and finance, strong organizational skills, and excellent communication abilities. The role requires a willingness to train in Pasig for two weeks, with all expenses covered. This position is on-site and offers a performance bonus and incentives.

Qualifications

• 1-2 years of relevant experience in banking and finance preferred.
• Willingness to train in Ortigas, Pasig.
• Ability to work in a fast-paced environment.
• Can communicate confidently—both written and verbal—and liaise with all departments and stakeholders.

Responsibilities

• Assist clients with loan applications and documentation.
• Process and monitor pending accounts to support sales.
• Maintain knowledge of loan products.
• Deliver excellent customer service to the 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

Customer service

Communication (written and verbal)

Organizational skills

Technology-oriented

Education

Graduate of any 4-year business-related course

Job description

On-site - Cotabato 1-3 Yrs Exp Bachelor Full-time

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Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

HMO

Professional Development

Job Training

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

• 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.