Sales Associate

Cepat Kredit Financing Inc.; La Union; On-site; PHP 334,800 - 446,400; Full time

Benefits offered by this job

Performance Bonus

HMO Insurance

Job Training

Job summary

Cepat Kredit Financing Inc. based in La Union is seeking a dedicated Loan Processing Associate to assist clients throughout the loan application journey. This role includes screening and processing leads, delivering excellent customer service, and ensuring smooth coordination across departments.

The ideal candidate should possess 1-2 years of experience in banking and finance or be a graduate of a relevant course. Training will be provided in Ortigas, with all expenses covered by the company.

Qualifications

• 1-2 years of experience in banking and finance or a relevant graduate.
• Process-oriented and technology-inclined.
• Able to work in a fast-paced environment.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process leads in the assigned branch.
• Maintain knowledge of all loan products.

Skills

Customer service skills

Communication skills

Organizational skills

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).
• 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—and is able to liaise with all departments and stakeholders.

Benefits

• Employee Recognition and Rewards: Performance Bonus, Incentives.
• Government Mandated Benefits.
• Insurance Health & Wellness: HMO.
• Professional Development: Job Training.