Sales Associate

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

Benefits offered by this job

Training expenses covered

Meal and travel expenses covered during training

Job summary

A financial services company in the Philippines is seeking a dedicated Loan Processing Assistant. In this role, you will assist clients throughout the loan application process, ensuring documentation is accurate and complete. Ideal candidates will have 1-2 years of experience or a relevant degree, excellent organizational and communication skills, and the ability to thrive in a fast-paced environment. This position includes training in Ortigas, with all expenses covered.

Qualifications

• 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.

Responsibilities

• Assist clients throughout the loan application process, ensuring accurate documentation.
• Screen and process endorsed leads of the assigned branch regularly.
• Maintain knowledge of all loan products and their requirements.
• Deliver excellent customer service to clients.
• Coordinate with other departments for smooth loan processing.
• Perform other tasks as assigned.

Skills

Customer service

Communication skills

Organizational skills

Process-oriented

Education

4-year business-related course

Job description

Job Description

Duties and Responsibilities

1. 1. Assist clients throughout the loan application process, ensuring accurate and complete documentation.
2. 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. 3. Maintain a strong knowledge of all loan products and their requirements.
4. 4. Deliver excellent customer service to the clients.
5. 5. Coordinates with other departments to ensure a smooth process until loan release.
6. 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 a 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, able liaise in all department and stakeholders.