Sales Associate

Cepat Kredit Financing Inc; Ilocos Region; On-site; PHP 100,000 - 400,000; Full time

Job summary

A financial services company in the Philippines is looking for a Loan Processing Assistant. The ideal candidate will assist clients throughout the loan application process, ensuring accurate documentation, and deliver excellent customer service. Candidates should have 2.1-2 years of experience or be a graduate of a business-related course. Training will be provided in Ortigas, Pasig, covering all associated costs. This role requires strong organizational and communication skills in a fast-paced environment.

Benefits

Training expenses covered

Meal and travel expenses covered

Qualifications

• 2.1-2 years of experience or graduate of any 4-year business-related course with relevant experience in banking and finance.
• Willing to train in Ortigas, Pasig for two weeks.
• Process-oriented and can work in a fast-paced environment.

Responsibilities

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

Skills

Customer service

Communication skills

Organizational skills

Technology-inclined

Education

Graduate of any 4-year business-related course

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.
• 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 verbally and is able to liaise with all departments and stakeholders.