Sales Associate

Cepat Kredit Financing Inc; Dasmariñas; On-site; PHP 201,000 - 312,000; Full time

Job summary

Cepat Kredit Financing Inc seeks a Loan Processor to assist clients through the loan application, ensuring complete documentation and timely processing. The role requires understanding loan products, delivering excellent service, and coordinating with internal departments to finalize loan releases.

Training in Ortigas, Pasig for two weeks will be covered with hotel, meals, and travel by the company. 2+ years of banking/finance experience or a 4-year business degree is preferred, along with

Qualifications

• 2+ years of experience in banking/finance or related field.
• Graduates with a 4-year business-related degree are eligible.

Responsibilities

• Assist clients throughout the loan application process with accurate documentation.
• Screen and process endorsed leads for the assigned branch; monitor pending accounts to support sales objectives.
• Maintain strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to clients.
• Coordinate with other departments to ensure a smooth loan release; perform related tasks as assigned.

Skills

Communication skills

Process orientation

Tech-savvy

Team collaboration

Education

Business/Finance degree

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 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.