Sales Associate

The Sales Associate position is responsible with Sales and Marketing. They assist the Account Officer in achieving sales volume through account solicitation and marketing of housing loan products and promos and responsibilities to achieve goals as directed by the management.

Main Accountabilities

• Attends sales channel events and promotes housing loan products; housing loan inquiries of assigned sales channel and clients.
• Initiates contact and follow-up with potential clients
• Receives and pre-screens housing loan applications referred by various sales channel, checks completeness of documentary requirements and identifies appropriate Housing Loan facility / package.
• Encodes application in the front-end system for credit processing and monitoring.
• Coordinates processing of housing loan application with involved internal units such as Credit, Field Support, Loan Service & Recovery, Retail Custodian Unit, etc.
• Coordinates with Credit Services any other additional requirements necessary to complete credit evaluation.
• Regularly updates partner channel and loan applicants on the status of their housing loan application.
• Relays to clients the credit decision on their loan applications
• Communicates to clients the post approval requirements including terms and conditions of the loan approval.
  
  

• Graduate of a 4-year course (business-related)
• Basic knowledge of banking and the real estate industry is a plus
• Basic computer applications (word processing / spreadsheets / etc.),
• Proficiency in computer application (MS Office)
• Good communication skills (Oral/Written)
• Documentation skills
• Logical Reasoning
• Fresh graduates are welcome to apply
• Must be willing to be assigned in Makati