Sales Associate

Discovery Capital Finance Corp.; Taguig; On-site; PHP 279,000 - 469,000; Full time

Benefits offered by this job

Company Christmas gift

Company events

Health insurance

Life insurance

Opportunities for promotion

Paid training

Promotion to permanent employee

Staff meals provided

Job summary

Discovery Capital Finance Corp. in Taguig is seeking a Sales Associate to manage document routing, filing, and monitoring, and to verify loan application documents for completeness and compliance.

You will process insurance applications, assist with loan releases for Head Office accounts, and prepare internal reports while supporting sales partners and responding to client inquiries. Strong organizational skills, MS Office proficiency, and ability to work under pressure are key; prior loan

Qualifications

• Bachelor's degree in business administration, finance, marketing, management, or related field.
• 1+ year experience in administrative support, loan processing, or sales support is a plus.
• Knowledge of loan documentation, insurance processing, and office procedures is preferred.
• Proficient with Microsoft Office (Excel, Word, Outlook).
• Experience using CRM, MIS, or similar systems is an advantage.
• Strong organizational, documentation, and time management skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure and manage multiple tasks.

Responsibilities

• Oversee routing, filing, and monitoring of departmental documents.
• Review and verify loan application documents for completeness and compliance.
• Process insurance applications and facilitate loan releases for Head Office accounts.
• Prepare reports and other documents for internal reference and management.
• Encode transactions into MIS and CRM systems.
• Transmit loan release documents and requirements to Compliance Associate.
• Coordinate notarization of Promissory Notes.
• Monitor incomplete or pending documents and follow up.
• Assist sales partners by providing status updates.

Skills

Communication skills

Time management

Organizational skills

Customer service

Attention to detail

Education

Bachelor's degree in business/finance/marketing

Tools

Microsoft Office (Excel, Word, Outlook)

CRM

MIS

Job description

About the role

The Sales Associate oversees the proper routing, filing, and monitoring of all departmental documents. This role involves reviewing and verifying loan application documents to ensure completeness and compliance with company requirements, processing insurance applications, and facilitating loan releases for Head Office accounts.

Key responsibilities

• Oversee the proper routing, filing, and monitoring of all departmental documents

• Review and verify loan application documents to ensure completeness and compliance with company requirements

• Process insurance applications and facilitate loan releases for Head Office accounts

• Prepare reports and other documents for internal reference and management

• Accurately encode transaction turn-ins into the MIS and CRM systems

• Transmit loan release documents (Brown Envelope) and released account requirements (Green Folder) to the Compliance Associate

• Coordinate the notarization of Promissory Notes (PNs)

• Monitor and follow up on incomplete or pending documents related to loan applications and turn-ins

• Assist sales partners by monitoring account progress and providing timely status updates

• Handle client inquiries and provide accurate, professional, and timely responses

About you

• Bachelor's degree in business administration, Finance, Marketing, Management, or any related field

• At least one (1) year of experience in administrative support, loan processing, sales support, or a related function is an advantage

• Knowledge of loan documentation, insurance processing, and office procedures is preferred

• Proficient in Microsoft Office applications (Excel, Word, and Outlook)

• Experience using CRM, MIS, or similar business systems is an advantage

• Strong organizational, documentation, and time management skills

• Excellent communication and interpersonal skills

• Able to work under pressure and manage multiple tasks efficiently

• Demonstrates integrity, professionalism, and a strong customer service orientation

Benefits

• Company Christmas gift

• Company events

• Health insurance

• Life insurance

• Opportunities for promotion

• Paid training

• Promotion to permanent employee

• Staff meals provided