Direct Sales Staff (Makati)

• Conduct calls to leads from various sources to offer MC loan, applying appropriate handling based on the source
• Offer MC loan to leads and convert them into loan applications
• Assist applicants in submitting complete application forms, conduct KYC, and secure other pertinent information or requirements for application processing
• Review submitted requirements or documentation from clients prior to endorsing to Credit
• Educate clients regarding the application process to manage expectations and avoid complaints
• Coordinate with approved clients and branch teams regarding releasing requirements and schedules; coordinate with dealers or unit providers if needed
• Submit loan documents of released accounts for review by the Direct Sales Operations Officer, as needed
• Update monitoring files required by the Officer
• Provide quick response and appropriate solutions to issues and complaints from the branch, dealer, or customer, escalating immediately to the Officer/Manager if needed
• Perform special tasks as instructed by the Officer/Manager

Qualifications

• Graduate of Marketing or any related course.
• 1-2 years of experience with Direct or Indirect Marketing, Finance, or Customer Service.
• Highly organized, diligent, punctual, trustworthy, flexible, team player, resourceful, and can work under pressure.
• Competent in oral and written communication, computer Literate, has good listening skills, and service-minded.
• Willing to be deployed in Paseo De Roxas, Makati City