SALES SUPPORT OFFICER CEBU CITY

The Sales Support Officer is responsible for ensuring the completeness, compliance, approval, and timely processing of loan documents and credit line applications (CLAs). The role works closely with Business Sales Officers, customers, and internal stakeholders to facilitate efficient loan processing, achieve booking targets, prepare sales reports, oversee account prioritization, and supervise Marketing Assistants.

Key Responsibilities

• Ensure completeness, accuracy, and compliance of loan documents and requirements.
• Manage deficiencies, approvals, and compliance of loan documentation.
• Coordinate directly with customers for completion of loan requirements.
• Monitor and facilitate the timely movement of CLAs throughout the application and credit approval process.
• Coordinate with Fulfillment and other support units for documentation and implementation of approved facilities.
• Consolidate and prepare sales and portfolio reports.
• Forecast monthly bookings and develop strategies to achieve sales and booking targets.
• Prioritize accounts and opportunities to support business objectives.
• Supervise and monitor the activities and performance of Marketing Assistants.
• Collaborate with Business Sales Officers and stakeholders to ensure efficient service delivery and customer satisfaction.
  
  

• Bachelor's Degree in Business Administration, Marketing, Management, Finance, Banking, or a related field.
• Experience in banking operations, loan documentation, credit processing, and/or sales support.
• Knowledge of various banking products and services.
• Strong understanding of banking operations and credit processes.
• Good communication, business writing, and interpersonal skills.
• Strong analytical, organizational, and problem-solving abilities.
• Extensive credit knowledge and documentation management experience.
• Proven leadership and people management skills.
• Highly driven, results-oriented, and self-motivated.
• Able to work with minimal supervision and manage multiple priorities effectively.
• Experience in selling and servicing banking products and services is an advantage.