Sales Associate

Cepat Kredit Financing Inc; Pasig; On-site; PHP 201,000 - 335,000; Full time

Job summary

Cepat Kredit Financing Inc. in Pasig is seeking a detail-oriented Loan Applications Assistant to guide clients through the loan process, ensuring complete documentation and timely processing.

You will coordinate with branches and departments to maintain smooth loan releases and top-notch service. The role requires 1–2 years in banking or a related field, strong communication, and organizational skills, with training provided in Ortigas for two weeks.

Qualifications

• 1-2 years of experience or a graduate of any 4-year business-related course with relevant banking experience.
• Process-oriented and technology-inclined, organized, and can work in a fast-paced environment.
• Excellent written and verbal communication and ability to liaise with all departments.

Responsibilities

• Assist clients throughout the loan application process, ensuring accurate and complete documentation.
• Screen and process endorsed leads for the assigned branch and monitor pending accounts to support sales objectives.
• Maintain knowledge of all loan products and their requirements.
• Deliver excellent customer service and coordinate with departments to ensure smooth loan release.
• Perform other tasks as assigned.

Skills

Customer service

Communication skills

Detail-oriented

Education

4-year business-related course

Tools

MS Office

CRM software

Banking systems

Job description

Job Description

• 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.

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.