Digital Sales Associate Tele-Renewal
SALES AND MARKETING DEPARTMENT
Job Description
•Execute digital and tele-sales activities to contact eligible existing borrowers, present loan renewal offers, and achieve assigned renewal targets and performance metrics.
•Assist clients throughout the loan renewal process, providing accurate information on loan products, terms, eligibility, requirements, and processing procedures while ensuring excellent customer service.
•Monitor and manage the renewal sales pipeline, including client responses, pending requirements, application status, documentation, and timely endorsement of completed applications.
•Coordinate with Credit Review, Loan Processing, Customer Service, Branches, and other departments to facilitate account evaluation, approval, booking, and resolution of client or processing concerns.
•Maintain accurate sales records and reports while ensuring compliance with company policies, lending guidelines, data privacy requirements, documentation standards, and responsible lending practices.
Qualifications
•Bachelor’s degree in any discipline; Business Administration, Finance, Marketing, Management, or related fields are an advantage. Fresh graduates with strong interest in sales and financial services may be considered.
•Preferably with at least one (1) year of experience in sales, tele-sales, customer service, consumer lending, banking, fintech, or financial services.
•Strong communication, interpersonal, negotiation, and customer relationship skills, with the ability to engage clients and achieve sales targets.
•Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint; willing to use digital sales platforms, CRM systems, communication tools, and company systems.
•Must be results-oriented, organized, detail-oriented, and adaptable, with strong work ethics, professionalism, confidentiality, accountability, and willingness to learn loan products and sales processes.