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Direct Sales Staff
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Responsibilities
- 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
- 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.
- Will ing to be deployed in Paseo De Roxas, Makati City
