Sales Associate

Cepat Kredit Financing Inc; Tuguegarao; On-site; PHP 100,000 - 400,000; Full time

Job summary

A financial services company based in the Philippines is seeking motivated individuals to assist clients in the loan application process. You will be responsible for screening leads, providing excellent customer service, and coordinating with various departments. Candidates with 1-2 years experience in banking and finance or graduates of a related business course are encouraged to apply. Training will be provided in Ortigas Pasig, with all expenses covered.

Benefits

Training expenses covered

Travel expenses covered

Qualifications

• 1-2 Years Experience in Banking and Finance is preferred.
• Willing to train for two weeks in Ortigas Pasig.
• Process Oriented and Technology-Inclined.

Responsibilities

• Assist clients throughout the loan application process.
• Screen and process endorsed leads of the assigned branch.
• Maintain knowledge of all loan products.

Skills

Customer service

Communication skills

Organizational skills

Technology proficiency

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.
• 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 Experience or Graduate of any 4-year business related course, relevant experience in Banking and Finance.
• Process Oriented and Technology-Inclined, organized and can work in a fast-paced environment.
• Can communicate confidentially - both written and verbal, able liaise in all department and stakeholders.