Sales Assistant - Loans (Makati City)

Sales Assistant - Loans (Makati City) (Rolling Intake)

Opportunity Expired

Help customers achieve financial goals, join us as a Sales Assistant! Gain professional experience in the banking and financial industry all at once!

Opportunity details

Opportunity Type

Graduate Job

Number of Vacancies

1

PHP 20,833 / Month

15 Months Guaranteed Pay and a performance incentive bonus

As a Sales Assistant (Loans) , you will provide back-end sales support by coordinating with Operations to efficiently implement lease/loan facilities, report generation, and booking processes.

How you'll contribute

• Prepare and endorse document requirements, checklists, and related reports (Credit, NFIS, AMLA, etc.) to Operations to initiate booking and processing of loans.
• Update pipeline accounts database to monitor client bookings and requirements regularly.
• Ensure completeness of client documentary requirements by coordinating with the client, sales officer, or referring unit/channel/referrer to initiate booking and credit check.
• Ensure on-time booking by closely coordinating with the Credit and Documentation officer, SBC Credit, LOSD, and Fincon to monitor the process and account progress.

What we’re looking for

• Graduate of a Bachelor's Degree in Business Studies/Administration/Management, Commerce, Finance/Accountancy/Banking
• With knowledge or relevant experience in office administration, record-keeping, basic credit/loans processing, file management, document screening, and/or report generation
• Able to communicate and coordinate effectively with different departments for information and follow-up
• Organized, keen on details, and able to check for discrepancies

Fresh graduates are welcome to apply!

Hiring criteria

You should have or be completing the following to apply for this opportunity.

Entry pathway

Degree or Certificate

Minimum Level of Study

Bachelor or higher

Study Field

B

B Business & Management

Work rights

The opportunity is available to applicants in any of the following categories.

country

eligibility

Philippines

Philippine Permanent Resident

Philippine Student Visa

Philippine Temporary Work Visa

Graduate Success Stories

• Graduate stories

"Ensuring data accuracy is not just a job for me; it's a commitment to maintaining the quality of information that powers a bank's operations and decision-making."

Data Quality Manager at Security Bank Corporation

#J-18808-Ljbffr