Sales Associate

Cepat Kredit Financing Inc.; La Union; On-site; PHP 100,000 - 400,000; Full time

Job summary

A financial services provider in the Philippines is seeking a dedicated individual to assist clients with the loan application process. The role involves ensuring accurate documentation, excellent customer service, and coordination with various departments. Ideal candidates will have 1-2 years of experience in banking and finance, alongside strong communication and organizational skills. Training will be provided in Ortigas, Pasig, with expenses covered by the company.

Benefits

Training provided

Travel expenses covered

Meals provided during training

Qualifications

• 1-2 years of experience in banking and finance preferred.
• Must be able to work in a fast-paced environment.

Responsibilities

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

Skills

Customer service skills

Communication skills

Process-oriented

Organizational skills

Technology inclined

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.