Sales Associate

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

Benefits offered by this job

Training coverage

Food and travel expenses covered

Job summary

A leading financing company in Quezon City is looking for a versatile candidate to assist clients during the loan application process, involving documentation, screening, and customer service. Ideal applicants should have 1-2 years of banking and finance experience or a relevant degree. The role also requires excellent communication skills, a process-oriented mindset, and the ability to thrive in a fast-paced environment. Comprehensive training will be provided, including travel, accommodation, and meals for the initial two weeks.

Qualifications

• 1-2 years of experience in banking and finance or relevant field.
• Willingness to train in Ortigas, Pasig for two weeks.
• Technology-inclined and organized in a fast-paced environment.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads effectively.
• Deliver excellent customer service to clients.
• Coordinate with departments to ensure a smooth loan release.

Skills

Customer service

Documentation

Organizational skills

Communication

Process-oriented

Education

Graduate of 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.