Sales Associate

Cepat Kredit Financing Inc.; Pampanga; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Training expenses covered

Competitive salary

Job summary

A financial services company in Pampanga is seeking motivated individuals to assist clients with the loan application process. Responsibilities include managing documentation, ensuring timely loan processing, and delivering excellent customer service. Candidates should have a background in banking and finance, possess strong communication skills, and be organized. The company offers training in Ortigas, Pasig, with covered expenses.

Qualifications

• 1-2 years of relevant experience in banking and finance may be required.
• Willing to train in Ortigas, Pasig for two weeks, expenses covered.
• Must be organized and able to work in a fast-paced environment.

Responsibilities

• Assist clients with the loan application process.
• Ensure accurate documentation for loan processing.
• Monitor pending accounts to support sales objectives.
• Deliver excellent customer service.

Skills

Customer service

Communication

Organizational skills

Process-oriented

Technology-inclined

Education

Any 4-year business-related course

Job description

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.

1. 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

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.