Sales Operations & Branch Admin Pro

Discovery Capital Finance Corp.

Murcia

On-site

PHP 180,000 - 240,000

Full time

10 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Company Christmas gift
Company events
Health insurance
Life insurance
Opportunities for promotion
Paid training
Promotion to permanent employee

Job summary

Discovery Capital Finance Corp. in the Philippines is seeking a Sales Operations Support to provide administrative and operational backing for branch objectives.

You will review loan documents, encode records in MIS/CRM, process applications, and coordinate with Compliance, Credit, and Head Office to ensure timely disbursement and documentation. The role requires a Bachelor's degree and at least 1 year in sales or branch administration, with strong Excel/Outlook proficiency and attention to

Qualifications

  • Bachelor's Degree in Business Administration, Management, Finance, Accounting, or any related field.
  • At least 1 year of relevant experience in sales administration, branch administration, customer service, or office administration, preferably in financing, banking, or financial services.
  • Experience in handling loan documentation, encoding, or financial records is an advantage.
  • Proficient in Microsoft Office applications, particularly Excel, Word, and Outlook.
  • Strong organizational skills with keen attention to detail and accuracy.
  • Good communication and interpersonal skills with a customer-oriented mindset.
  • Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
  • Demonstrates integrity, accountability, and the ability to handle confidential information with professionalism.

Responsibilities

  • Provide administrative and operational support to the Sales & Operations OIC in achieving the branch's business and service objectives.
  • Receive, review, and ensure the completeness of loan application documents prior to processing.
  • Encode and maintain accurate loan application records in the Company's MIS, CRM, and other internal systems.
  • Process loan applications and assist in the timely release of approved loans.
  • Prepare, scan, file, and transmit loan documents including Promissory Notes, PDCs, Brown Envelopes, and Green Folders.
  • Coordinate with Compliance, Credit, Accounting, and other Head Office departments to facilitate timely loan processing, disbursement, and document submission.
  • Monitor pending loan applications, follow up on outstanding documentary requirements, and provide timely updates to clients and the Sales OIC.
  • Prepare and maintain daily, weekly, and monthly sales and operational reports.
  • Serve as the primary custodian of the branch's day-to-day administrative operations, ensuring efficiency, organization, and compliance with Company policies.
  • Manage the branch petty cash fund, including disbursement, replenishment, liquidation, and proper documentation.
  • Process and monitor the timely payment of branch obligations, including office rental, electricity, water, internet, telephone, and other operational expenses.
  • Monitor the renewal of business permits, government registrations, and other regulatory requirements, coordinating with the Sales OIC and Head Office to ensure timely compliance.
  • Manage branch office supplies, client refreshments, equipment, and other administrative assets, ensuring adequate inventory at all times.
  • Coordinate courier services, bank transactions, document deliveries, and other branch logistical requirements.
  • Maintain the branch filing system, visitor logbook, duplicate keys, and company-issued assets, including the branch motorcycle.
  • Ensure that all branch records and confidential documents are properly maintained, secured, and readily accessible when needed.
  • Perform other administrative and operational duties as may be assigned by the Sales OIC or Management.

Skills

Attention to detail
Organizational skills
Communication skills
Customer service mindset
Multitasking

Education

Bachelor's Degree in Business Administration, Management, Finance, Accounting, or related field

Tools

Microsoft Office

Job description

Discovery Capital Finance Corp. in the Philippines is seeking a Sales Operations Support to provide administrative and operational backing for branch objectives.

You will review loan documents, encode records in MIS/CRM, process applications, and coordinate with Compliance, Credit, and Head Office to ensure timely disbursement and documentation. The role requires a Bachelor's degree and at least 1 year in sales or branch administration, with strong Excel/Outlook proficiency and attention to

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Banking Sales Ops & Support Specialist
Banking Sales Ops & Support Specialist

Business Trends Philippines • Philippines

On-site
PHP 268,000 - 469,000
Sales Admin & Operations Coordinator
Sales Admin & Operations Coordinator

Synlink Recruitment Outsourcing Co. Inc. • Makati

On-site
Branch Sales & Operations Support Specialist
Branch Sales & Operations Support Specialist

Sun Life • Taguig

On-site
Branch Operations & Compliance Coordinator
Branch Operations & Compliance Coordinator

Concerted Management Corporation • Cavite City

On-site
PHP 180,000 - 300,000
Loans Administration & Documentation Specialist
Loans Administration & Documentation Specialist

ORIX METRO Leasing and Finance Corporation • Tacurong

On-site
PHP 201,000 - 312,000
Sales Service & Branch Operations Associate
Sales Service & Branch Operations Associate

Sun Life Financial • Pasay

On-site
PHP 240,000 - 320,000
Sales Operations Specialist
Sales Operations Specialist

Krazy Media Digital Solutions Corp. • Manila

On-site
Sales Administrative Assistant – Banking/Financial Experience Preferred
Sales Administrative Assistant – Banking/Financial Experience Preferred

Synlink Recruitment Outsourcing Co. Inc. • Taguig

On-site
Employee Recognition and Rewards
Incentives
HMO
+1
Sales Operations Specialist
Sales Operations Specialist

Internationalseo • Manila

On-site
Sales Operations & Executive Admin Lead
Sales Operations & Executive Admin Lead

PKDF Marketing Corporation • Quezon City

On-site
PHP 360,000 - 600,000