Digital Sales Associate
SALES AND MARKETING DEPARTMENT
Job Description
• Receive and review qualified digital leads, validate client information and requirements, and process applications from lead status to trans-in.
• Encode application details, create CAM accurately in the system, and complete assigned applications within the required one (1) to two (2) hour turnaround time, subject to complete requirements and system availability.
• Coordinate with Credit Review, Digital Sales, Digital Acquisition, branches, and clients regarding account status, review concerns, additional documents, and required actions.
• Monitor endorsed, pending, and reassessed accounts; follow up incomplete requirements; and maintain accurate application records, reports, and account updates.
• Prepare weekly and monthly performance reports, follow approved workflows and documentation standards, and escalate unresolved processing, system, documentation, or high-risk concerns.
Qualifications
• Bachelor’s degree in Business Management, Marketing, Business Administration, Finance, or any related field.
• Preferably with six (6) months to one (1) year of experience in sales, loan processing, digital sales, customer handling, or other relevant corporate work; fresh graduates with strong communication skills may be considered.
• Good understanding of loan application processing, digital lead handling, client coordination, documentation requirements, and account monitoring.
• Strong attention to detail, accuracy, customer-service orientation, communication, coordination, follow-through, and basic problem-solving skills.
• Organized and capable of managing multiple applications, pending documents, reports, reassessed accounts, and turnaround-time requirements.
• Proficient in Microsoft Office and willing to learn company systems used for loan processing, CAM creation, and account monitoring.