Sales Associate

Cepat Kredit Financing Inc; San Isidro; On-site; PHP 223,000 - 290,000; Full time

Job summary

Cepat Kredit Financing Inc in the Philippines is seeking a detail-oriented Loan Processing Associate to assist clients through the loan application, ensuring complete documentation and accurate screening of endorsed leads.

You will maintain product knowledge, deliver strong customer service, and coordinate with departments to ensure a smooth loan release. Training in Ortigas, Pasig for two weeks will be provided; 1–2 years banking experience or a 4-year business degree is preferred.

Qualifications

• 1-2 years of banking and finance experience or a 4-year business-related degree.
• Process-oriented and technology-inclined.
• Able to work in a fast-paced environment.
• Excellent written and verbal communication to liaise with all departments.

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.
• Coordinate with other departments to ensure a smooth process until loan release.
• Perform other tasks as may be assigned from time to time.

Skills

Process-oriented

Tech-savvy

Organized

Written and verbal communication

Education

Bachelor's degree in business/finance

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 confidentlyboth written and verbaland is able to liaise with all departments and stakeholders.