Sales Associate

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

Benefits offered by this job

Performance bonus

Incentives

Government mandated benefits

Health insurance (HMO)

Job training

Job summary

A financial services firm in the Philippines is seeking candidates for a role focused on assisting clients with loan applications and delivering excellent customer service. Ideal applicants should have experience in banking and finance, strong communication skills, and a readiness to train in Ortigas for two weeks, with all expenses covered. This position offers opportunities for professional development and performance bonuses.

Qualifications

• Will train in Ortigas, Pasig for 2 weeks—expenses covered.
• Must have experience in banking and finance or relevant education.
• Ability to work in a fast-paced environment.

Responsibilities

• Assist clients with loan application process.
• Screen and process endorsed leads promptly.
• Maintain knowledge of loan products and requirements.
• Deliver excellent customer service.
• Coordinate with departments for loan release.

Skills

Customer service

Communication skills

Organizational skills

Process-oriented

Technology inclination

Education

Graduate of a 4-year business-related course

1-2 years experience in banking and finance

Job description

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

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

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.