Aug 27, 2025 19 hr. ago

Sales Assistant | Personal Loan | SB Finance | Cebu

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Aug 27, 2025 19 hr. ago

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Security Bank Sales Assistant | Personal Loan | SB Finance | Cebu

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JOB SUMMARYResponsible for assisting the sales officer to achieve the overall volume target of the team and to deliver customer satisfaction, provides reports that are relevant for both external and internal clients.  PRINCIPAL DUTIES AND RESPONSIBILITIES<ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Responsible for the checking of individual loan application in the portal prior to forwarding to Credit  </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Assist the account officer in preparation of the accreditation to onboarding of the accounts </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Review of all returned / rejected loan application forms; preparation of memos, daily turn in and status reports for clients. </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Update status report for company contact person sent either via email and call out.  </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Responsible in handling client queries pertaining to the loan application.  (queries, complaints, loan status, follow-ups) </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Monitors accounts regarding releasing, refund, payment, posting, approvals, renewal status and other concerns. </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Interact with the current sales organization and departments in pursuit of overall customer satisfaction.   </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Do call outs to clients, companies, or branches </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Prepares & maintains MIS reports pertaining to turn-ins, bookings and other relevant data. </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Performs other duties & functions that may be assigned from time to time </li></ul>JOB QUALIFICATIONS<ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">At least 1-2 years of experience as sales and marketing assistant in Consumer Loans or Salary Loans </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Excellent communication and relationship-building skills </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Experience in the banking or financial services industry </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Bachelor's degree in Finance, Business Administration, or related field </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Ability to work independently and collaboratively </li></ul><ul type="disc" style="margin-block: 0px; margin-inline: 0px; margin-top: 0in; font-family: Roboto, -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-size: 14.875px;"><li class="MsoNormal" style="margin-block: 0px; margin-inline: 0px;">Proficiency in Microsoft Office and financial software </li></ul>About SB FinanceA young, rapidly growing financial institution with an unwavering drive to empower more and more Filipinos – for both those that we serve and those who are part of our diverse and dynamic team.SB Finance Corporation is a partnership between the Philippines’ Security Bank Corporation and Thailand’s Bank of Ayudhya (Krungsri). This partnership is a result of Security Bank and MUFG’s goal to expand global partnerships while growing local talent and expertise. Backed by two financial giants in the Asian region with more than 100 years of financial excellence, we provide top-notch financial products and services that are tailor-made for the needs of the Philippine market.We are engaged in the business of extending credit facilities and financing services for the betterment of the different communities we serve. Our relentless pursuit is to empower Filipinos through our growingmenu of loan products – multi-purpose cash loan through Personal Loan, OR/CR for cash through Car4Cash, brand new or pre-owned motorcycle financing through MotorsikLOAN, and a digital salary advance facility through eSALAD.Be part of the SB Finance team and become an ‘SBFF’ who enables ordinary Filipinos and small business owners to reach their life's milestones as you enjoy a fun, meaningful career regardless of your role in the company.A better life for everyone? Dito, pwede.

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