Telemarketer/Loan Assistant

Welcome Bank - Rural Bank; Pasig; On-site; PHP 279,000 - 469,000; Full time

Job summary

Welcome Bank - Rural Bank seeks a Loan Associate (Telesales) to review digital loan applications, verify information, and coordinate with internal teams for compliant processing. The role emphasizes clear communication, attention to detail, and handling multiple accounts efficiently.

The position requires a bachelor's degree and at least six months in telesales or loan processing, with on-site reporting in Ortiga and immediate availability. Proficiency in MS Office is expected.

Qualifications

• Bachelor’s degree in any four-year course (Business, Finance, or related field preferred).
• Minimum of six months experience in telesales, loan processing, customer service, or related roles.
• Strong verbal communication and persuasion skills.
• Detail-oriented with good analytical ability.
• Proficient in Microsoft Office applications.
• Willing to report on-site in Ortiga.
• Can report immediately.

Responsibilities

• Evaluate and process loan applications received through digital channels.
• Contact applicants to confirm submitted information and clarify loan details.
• Verify supporting documents and ensure all requirements are complete.
• Assess basic financial information, including existing credit exposure and repayment capacity.
• Input and update customer data accurately in the system.
• Maintain courteous and professional communication with clients at all times.
• Ensure compliance with internal policies and documentation standards.

Skills

Strong verbal communication

Persuasion skills

Microsoft Office proficiency

Education

Bachelor’s degree in any four-year course (Business, Finance, or related field preferred)

Tools

Microsoft Office

Job description

The Loan Associate (Telesales) plays a key role in supporting the bank’s digital loan acquisition channels. This position is responsible for reviewing online loan applications, conducting applicant verification, and coordinating closely with other internal departments to ensure accurate and compliant processing. The role requires strong communication skills, attention to detail, and the ability to manage multiple accounts in a fast-paced environment.

Primary Duties and Responsibilities

• Evaluate and process loan applications received through digital channels
• Contact applicants to confirm submitted information and clarify loan details
• Verify supporting documents and ensure all requirements are complete
• Assess basic financial information, including existing credit exposure and repayment capacity
• Input and update customer data accurately in the system
• Maintain courteous and professional communication with clients at all times
• Ensure compliance with internal policies and documentation standards

Qualifications

• Bachelor’s degree in any four-year course (Business, Finance, or related field preferred)
• Minimum of six (6) months experience in telesales, loan processing, customer service, or related roles
• Strong verbal communication and persuasion skills
• Detail-oriented with good analytical ability
• Proficient in Microsoft Office applications
• Willing to report on-site in Ortigas
• Can report immediately