Sales Associate (Head Office)

Wisefund Finance Corporation Ortigas

Eastern Manila District

On-site

PHP 223,000 - 391,000

Full time

8 days ago

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Job summary

Wisefund Finance Corporation Ortigas is seeking a results-driven professional to support the loan process from pre-screening to release, coordinate with credit and loan teams, and keep clients and consultants updated.

Ideal candidates graduate in any 4-year course, are process-oriented, tech-minded, organized, and capable of fast-paced work, with strong written and spoken communication and a willingness to learn and be molded.

Qualifications

  • Graduate of any 4-year course
  • Process oriented and technology-inclined, organized and can work in a fast-pace environment
  • Able to communicate effectively both oral and written
  • Can quickly adapt and willing to learn and be molded

Responsibilities

  • Pre-screening of documents/requirements, actual loan process, monitoring until release of loan
  • Coordinate with the credit and loan processing teams to facilitate the approval of loans
  • Update clients and loan consultants about the loan application and recommend action plan to better serve the Clients and Loan Consultants
  • Ensure integrity and compliance to all company policies
  • Run proper Masterlist and FFCC
  • Follow up clients in submission of pending requirements
  • Provide excellent customer service to both borrowers and loan consultants
  • May be assigned to supervise other branches in case of need and necessity
  • Performs other tasks as assigned by the Immediate Superior or Department Head

Job description

Duties and Responsibilities:
  • Pre-screening of documents/requirements, actual loan process, monitoring until release of loan

  • Coordinate with the credit and loan processing teams to facilitate the approval of loans

  • Update clients and loan consultants about the loan application and recommend action plan to better serve the Clients and Loan Consultants

  • Ensure integrity and compliance to all company policies

  • Run proper Masterlist and FFCC

  • Follow up clients in submission of pending requirements

  • Provide excellent customer service to both borrowers and loan consultants

  • May be assigned to supervise other branches in case of need and necessity

  • Performs other tasks as assigned by the Immediate Superior or Department Head

Job Description:
  • Graduate of any 4-year course

  • Process oriented and technology-inclined, organized and can work in a fast-pace environment

  • Able to communicate effectively both oral and written

  • Can quickly adapt and willing to learn and be molded

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