Deskripsi Pekerjaan
Join Forbes Lending Solutions Corp., a trusted leader in financial services, as a Financial Services Representative in Calapan City. This dynamic role offers you the opportunity to drive lending operations while making a tangible impact on clients' financial journeys. You'll be the cornerstone of our client acquisition strategy, promoting tailored loan solutions to individuals and businesses across Oriental Mindoro. Beyond sales, you'll manage the entire client lifecycle—from application processing to account maintenance—ensuring seamless experiences that build lasting relationships. Our collaborative environment values integrity, innovation, and client-centric service, providing a platform for professional growth in the thriving financial sector. If you're passionate about empowering communities through accessible financial solutions, this role offers competitive compensation and the chance to develop expertise in lending operations.
Tanggung Jawab
- Actively promote and market diverse loan services through direct engagement and digital channels
- Identify, qualify, and convert potential clients through consultative sales approaches
- Process loan applications efficiently, ensuring compliance with regulatory requirements
- Manage client portfolios, including relationship nurturing and portfolio performance tracking
- Delve exceptional customer support, resolving inquiries and concerns promptly
- Collaborate with cross-functional teams to optimize lending processes and service delivery
- Maintain accurate client documentation and transaction records
Kualifikasi
- Bachelor's degree in Business, Finance, Economics, or related field (or equivalent experience)
- 1-2 years experience in sales, customer service, or financial services preferred
- Strong communication skills with ability to explain complex financial concepts clearly
- Proficiency in CRM software and MS Office applications
- Detail-oriented with excellent organizational and time management abilities
- Valid NBI clearance and clean credit history required
- Ability to work independently while collaborating effectively within a team