Sales Associate

Cepat Kredit Financing Inc.; Davao del Sur; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Performance Bonus

Incentives

Insurance Health & Wellness

Professional Development

Job Training

Job summary

A finance company in the Philippines is seeking a dedicated loan processing officer to assist clients throughout the loan application process. Responsibilities include ensuring accurate documentation, monitoring pending accounts, and delivering excellent customer service. Candidates should have 1-2 years of experience or a relevant degree, and must be process-oriented and organized. Training will be provided in Ortigas, Pasig, with all expenses covered.

Qualifications

• 1-2 years of experience in banking and finance.
• Confident in written and verbal communication.

Responsibilities

• Assist clients throughout the loan application process.
• Responsible for screening and processing endorsed leads.
• Maintain strong knowledge of loan products.
• Deliver excellent customer service.

Skills

Process-oriented

Technology-inclined

Excellent communication skills

Organized

Customer service oriented

Education

Graduate of a 4-year business-related course

Job description

Job Description

Employee Recognition and Rewards

Benefits

Performance Bonus, Incentives

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. 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).
• 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.