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Job summary
A financial services company in Taguig is seeking an experienced professional with a background in sales and loan processing. The role involves collecting applications, responding to customer enquiries, and liaising with brokers while using tools such as LoanApp and CoreLogic. The ideal candidate should possess strong analytical and communication skills, along with proficiency in Microsoft Office.
Qualifications
Experienced in sales, customer service, and loan processing.
Confident in communication with strong presentation and writing skills.
Detail-oriented, self-motivated, and collaborative with a commitment to quality.
Responsibilities
Contact customers and brokers to collect applications.
Respond to enquiries and maintain records of interactions.
Enter application data and lodge requests in relevant systems.
Liaise with brokers and perform ad-hoc tasks.
Skills
Sales experience
Customer service
Loan processing knowledge
Analytical thinking
Strong Microsoft Office skills
Tools
LoanApp
Simpology
CoreLogic
Job description
Contact customers and brokers to collect applications and supporting documents.
Respond to enquiries and maintain accurate records of interactions.
Enter application data and lodge valuation requests in relevant systems.
Liaise with brokers and external parties and perform ad-hoc tasks as needed.
Qualifications
Experienced in sales, customer service, and loan processing with hands‑on knowledge of LoanApp, Simpology, and CoreLogic.
Communicates confidently and engages clients with strong presentation and writing skills.
Applies analytical thinking to solve problems and meet deadlines under pressure.
Detail‑oriented, self‑motivated, and collaborative with strong Microsoft Office skills and a commitment to quality.