Sales Associate

Cepat Kredit Financing Inc; General Trias; On-site; PHP 167,000 - 246,000; Full time

Job summary

Cepat Kredit Financing Inc. in General Trias, Cavite seeks a Loan Support Assistant to guide clients through the loan application, ensuring complete documentation and smooth processing.

You will coordinate with the assigned branch to screen endorsed leads and support timely loan releases. The role requires 1-2 years in banking/finance or a 4-year business degree, with strong communication and process orientation.

Qualifications

• 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 able to work in a fast-paced environment.
• Strong written and verbal communication; able to liaise with all departments and stakeholders.

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.
• Regularly monitor pending accounts to support sales objectives.
• Maintain a strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to clients.
• Coordinate with other departments to ensure a smooth process until loan release.
• Perform other tasks as assigned from time to time.

Skills

Customer service

Documentation

Written & verbal communication

Attention to detail

Education

4-year business-related degree

Job description

• 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.

Job Description

• 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.

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.
• 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, able liaise in all department and stakeholders