Sales Associate

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

Benefits offered by this job

Performance Bonus

Incentives

Health Insurance (HMO)

Job Training

Job summary

A financial institution based in Laguna is seeking an HR Officer to assist clients during the loan application process. Key responsibilities include screening leads, maintaining knowledge of loan products, and enhancing customer service. The ideal candidate should possess a bachelor’s degree, 1-2 years of experience in banking or finance, and strong organizational and communication skills. The position includes training in Ortigas with covered expenses.

Qualifications

• Willing to train in Ortigas, Pasig, for two weeks.
• 1-2 years of experience in banking and finance.
• Process-oriented and technology-inclined.

Responsibilities

• Assist clients throughout the loan application process.
• Responsible for screening and processing leads.
• Maintain knowledge of loan products.

Skills

Customer service

Organizational skills

Communication skills

Time management

Education

Bachelor's degree in a business-related course

Job description

Job Title

HR Officer Cepat Kredit Financing Inc.

Employee Recognition and Rewards

Performance Bonus, Incentives

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. Coordinate 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

• 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.