Sales Associate

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

Job summary

A financial services company is seeking a Sales Associate to assist clients in the loan application process. The ideal candidate will have 1-2 years of experience or a degree in a related field, excellent communication skills, and the ability to work efficiently in a fast-paced environment. Responsibilities include processing leads, monitoring accounts, and ensuring customer satisfaction. Training will be provided in Ortigas, Pasig, with expenses covered.

Qualifications

• 1-2 years of experience in banking and finance is preferred.
• Willingness to train in Ortigas, Pasig for two weeks, with expenses covered.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads for the assigned branch.
• Monitor pending accounts to support sales objectives.
• Maintain knowledge of loan products and requirements.
• Deliver excellent customer service.
• Coordinate with other departments for a smooth loan release.

Skills

Customer service

Communication (written and verbal)

Organization

Technology proficiency

Process orientation

Education

Graduate of a 4-year business-related course

Job description

Sales Associate

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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.
• Regularly monitor pending accounts to support sales objectives.
• Maintain a strong knowledge of all loan products and their requirements.
• Deliver excellent customer service to the clients.
• Coordinate 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, able to liaise in all departments and stakeholders.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Banking and Financial Services