Sales Associate

Cepat Kredit Financing Inc.; General Santos; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Training expenses covered (hotel, food, travel)

Job summary

A financial services company in General Santos is looking for a Loan Processing Associate to assist clients throughout the loan application process and ensure excellent customer service. The ideal candidate has 1-2 years of experience in banking and finance or a related degree. You will assist clients with documentation, screen leads, and coordinate with departments for loan release. This position offers training in Ortigas for two weeks.

Qualifications

• 1-2 years of experience in banking and finance preferred.
• Willing to train in Ortigas, Pasig for two weeks.

Responsibilities

• Assist clients with loan applications and documentation.
• Screen and process endorsed leads timely.
• Monitor pending accounts to support sales objectives.
• Coordinate with other departments for loan release.

Skills

Customer service skills

Communication skills

Organizational skills

Technology-oriented

Education

Graduate of any 4-year business-related course

Job description

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

1. 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.
3. Process-oriented and technology-inclined, organized, and can work in a fast-paced environment.
4. Can communicate confidently—both written and verbal—and is able to liaise with all departments and stakeholders.