Loan Associate

6 days ago

Quezon City, National Capital Region, Philippines One Alliance Full time ₱300,000 - ₱600,000 per year

At
One Alliance Lending Corporation
, we're committed to helping our clients secure the financing they need to grow their businesses. We are looking for a
Loan Associate
who will take full ownership of the client journey — from generating leads to closing the deal.

If you're detail-oriented, goal-driven, and passionate about helping people, this role is for you Fresh graduates are welcome to apply.

Job Responsibilities:

As a Sales Associate, you will be responsible for managing the full loan application process. Your role is vital in ensuring a seamless, professional, and results-driven experience for our clients.

Lead Generation & Client Engagement

  • Identify and pursue potential clients through various marketing and networking strategies
  • Promote our loan products and services through online and on-the-ground efforts
  • Engage and educate clients about available financing options

Application Processing & Client Management

  • Conduct initial interviews and collect essential client information
  • Assist clients in completing application forms and gathering required documents
  • Perform preliminary assessments to determine client eligibility
  • Follow up with clients for any missing documentation and ensure completeness

Assessment & Offer Presentation

  • Prepare and submit assessment reports to the loan manager
  • Present loan offers to clients and explain terms and conditions clearly
  • Coordinate with internal departments to ensure smooth processing of applications

Closing the Deal

  • Guide clients through the final steps of the loan process
  • Ensure proper documentation is completed prior to loan release
  • Help finalize the transaction and maintain strong post-deal relationships for future business

Qualifications:

  • Graduate of any
    business-related course
  • Willing to do field work
    as needed for client acquisition and documentation
  • With
    pleasing personality
    and a professional attitude
  • Strong
    communication and interpersonal skills
  • Proficient in
    MS Word and Excel
  • Highly organized
    , with strong attention to detail
  • Ability to provide
    exceptional customer service
    and build long-term client trust
  • Can
    work well independently
    and as part of a team

What We Offer:

We value our employees and provide meaningful benefits to support your growth and well-being:

  • Competitive salary with performance-based incentives
  • HMO (Health Maintenance Organization) coverage upon regularization
  • Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)
  • Paid leaves upon regularization
  • Career development and learning opportunities
  • Supportive work environment with strong team culture
  • Opportunity to work in a
    fast-growing financial company
    with room for advancement

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