Sales Associate

Discovery Capital Finance Corp.; Taguig; On-site; PHP 200,880 - 357,120; 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 the Philippines seeks a Sales Associate to support loan processing, document handling, and customer service delivery. You will monitor documents, coordinate with departments, and assist in loan releases while maintaining accuracy and compliance.

The role requires a Bachelor’s degree in a related field and at least 1 year of admin or sales support experience. Proficiency in MS Office and CRM/MIS is preferred.

Qualifications

• Bachelor’s degree in business administration, Finance, Marketing, Management, or related field.
• At least one 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.

Responsibilities

• Oversee routing, filing, and monitoring of departmental documents.
• Reviews and verifies loan applications for completeness and compliance with company requirements.
• Processes insurance applications and facilitates loan releases for Head Office accounts.
• Prepares reports and other documents for internal reference and management.
• Accurately encodes transaction turn-ins into the MIS and CRM systems.
• Transmits loan release documents to the Compliance Associate and related folders.
• Coordinates the notarization of Promissory Notes.
• Monitors and follows up on incomplete or pending documents for loan applications.
• Assist sales partners by monitoring account progress and providing status updates.
• Handles client inquiries with accurate, timely responses.
• Assists in loan releasing activities, including printing PDCs and emailing insurance documents.
• Scans, organizes, and maintains digital copies of loan documents.
• Routes complete loan documents to Accounting for loan disbursement.
• Ensures compliance with company policies and procedures.
• Performs other duties as assigned.

Skills

Communication skills

Interpersonal skills

Time management

Organizational skills

Documentation

Customer service

Pressure handling

Integrity

Professionalism

Multi-tasking

Education

Bachelor’s degree in business administration, Finance, Marketing, Management, or related field

Tools

CRM

MIS

Microsoft Office

Excel

Outlook

Word

Job description

Sales Associate – Roles and Responsibilities

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

• Reviews and verifies loan application documents to ensure completeness and compliance with company requirements.

• Processes insurance applications and facilitates loan releases for Head Office accounts.

• Prepares reports and other documents for internal reference and management.

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

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

• Coordinates the notarization of Promissory Notes (PNs).

• Monitors and follows 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.

• Handles client inquiries and provides accurate, professional, and timely responses.

• Assists in loan releasing activities, including printing post-dated checks (PDCs) and sending insurance documents via email.

• Scans, organizes, and maintains digital copies of PDCs and other loan-related documents.

• Routes complete loan documents to the Accounting Department for loan disbursement.

• Ensures compliance with company policies, operational procedures, and documentation requirements.

• Perform other duties and special assignments as may be assigned by the Sales Assistant Manager and/or DCSC Management.

Qualifications

• 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.

Job Types: Full-time, Permanent

Benefits:

• Company Christmas gift

• Company events

• Health insurance

• Life insurance

• Opportunities for promotion

• Paid training

• Promotion to permanent employee

• Staff meals provided