Financial Services Associate
Forbes Lending Solutions Corp. Taytay Full-time
ABOUT COMPANY
Forbes Lending Solutions Corp. was established to provide expert financial solutions. We take pride in our service values of being “MAAASAHAN, MATULUNGIN AT MAY MALASAKIT”.
Forbes Lending Solutions Corporation (FLSC) was established to provide loans for every Filipino who are in need of cash. We take pride in our service quality, transparency and data security; rest assured on because it is our top priority to value what you value.Forbes Lending Solutions Corp. is more than a lending company, we strive to be your financial partner providing loan in the most efficient way.
JOB OBJECTIVE:
- Develops business through loan releases by soliciting, initiating and developing new loan accounts thru different marketing means such as but not limited to onsite/field saturation, telemarketing or digital marketing (social media platforms and website) and renewal of loans for existing qualified accounts.
Duties and Responsibilities:
- Acquires prospective clients by soliciting, initiating and developing new loan accounts thru different marketing means such as but not limited to onsite/field saturation, telemarketing or digital marketing (social media platforms and website).
- Renews existing loans of qualified clients.
- Understands the company’s products and services and be able tomarket these to clients.
- Accommodates client’s inquiries and concerns regarding loan application with excellent customer service and professionalism.
- Coordinates and receives referrals from loan advisors.
- Monitors clients’ and loan advisors’ submission of documentary requirements for loan application.
- Pre-screens documents submitted by clients and loan advisors.
- Ensures completeness of requirements and endorses these for credit investigation and approval.
- Monitors approval of loan application until loan is released.
- Maintains a database/monitoring of accounts in process, approved and released.
- Helps the team in conducting market study, formulating business strategy and planning on how these can be implemented in the branch.
- Monitors and prepares report to be submitted to the Branch Manager.
- Effectively and efficiently perform the duties and responsibilities assigned to him/her.
- Complies to company rules and policies set by the management.
- Performs other work-related tasks as may be assigned.
- Assist for Release Accounts
- Monitor all for transmitted account.
- Prepare documents for sign by the borrower.
QUALIFICATION:
- Background in sales and marketing
- Strong skills in client relations and communication
- Experience in loan processing
- Proficient in handling documentation
- Good organizational skills
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