Sales admin

JOB SUMMARY

We are hiring a Sales Admin & Data Associate who thrives in a client-facing, fast-paced sales environment. The ideal candidate is not only detail-oriented and organized, but also a confident communicator who can engage directly with clients and banks to help close property deals. You will serve as a central figure in the property financing process, ensuring all documentation, loan coordination, and client-banking communication flows seamlessly. Your ability to build trust, provide accurate updates, and follow up proactively will be key to helping our sales team convert leads into closed deals efficiently.

KEY RESPONSIBILITIES

Client & Bank Relationship Management

• Act as a liaison between property buyers and bank representatives throughout the loan and sales process.
• Attend client meetings (in-person or virtual) with banks to guide them through mortgage pre-approvals, application submissions, and document requirements.
• Explain financing options to clients in coordination with banking partners, ensuring clarity on payment terms, interest rates, and loan structures.
• Build and maintain relationships with banking partners to help prioritize client applications and shorten approval cycles.
• Ensure frequent, clear, and professional communication with all parties—clients, banks, and internal sales agents.

Follow-Up & Deal Closure Support

• Follow up on loan application statuses daily, addressing any bottlenecks or missing requirements.
• Push for timely movement in the sales pipeline by tracking every stage of the financing process and keeping clients informed.
• Monitor deadlines for financing approvals, reservation fees, and contract signings—and remind stakeholders when action is required.
• Coordinate with legal, finance, and sales teams to ensure all closing documents are prepared and submitted on time.

Data Management & Reporting

• Maintain and update Customer Relationship Management. systems with full visibility into loan progress, client interactions, and document status.
• Generate weekly reports showing:
• Loan approval timelines
• Conversion rates per banking partner
• Bottlenecks in the financing stage
• Provide insights to the management team to support process optimization and better bank-client alignment.

BEHAVIORAL TRAITS TO LOOK FOR (HR Notes):

• Assertive but respectful communicator – knows when to push for answers, but remains professional.
• Organized multitasker – able to juggle 10–20 active client cases without missing a follow-up.
• Process-driven – understands systems like CRM, Excel trackers, and follows workflows properly.
• Client-focused mindset – prioritizes client success and satisfaction while also protecting company interests.
• Trust-builder – becomes a reliable point person that clients and bank reps count on.

Preferred Qualifications:

• Experience coordinating with banks or financial institutions in a real estate context.
• Knowledge of local property laws, financing guidelines, and mortgage documentation.
• Experience using ERP or property management systems in a sales capacity.
• Strong organizational and time-management abilities.
• Excellent communication skills, both written and verbal.
• High attention to detail, especially in handling legal and financial documentation.
• Ability to multitask and work effectively in a fast-paced environment.

Requirements:

• Open to Fresh Graduates / College Graduates with or without relevant working experience.
• Proficiency in Microsoft Excel, Google Sheets, and CRM platforms
• Basic knowledge of banking and mortgage financing processes.
• Familiarity with data visualization and reporting tools (e.g., Power BI, Tableau) is a plus
• Knowledge of local property laws, financing guidelines, and mortgage documentation.

Schedule:

• 8 hours per day
• Monday-Saturday

Benefits:

• Opportunities for career growth.
• SSS/Philhealth/Pag-ibig.
• OT

Job Type: Full-time, Permanent

Job Types: Full-time, Permanent

Benefits:

• Life insurance

Experience:

• Sales and Data associate: 1 year (Preferred)

License/Certification:

• Drivers License (Preferred)

Work Location: In person