Sales Assistant (Loans) - Makati null

About the Role

As a Sales Assistant, you are responsible for providing back-end sales support by coordinating with Operations for the efficient implementation of lease/loan facilities, report generation and booking processes.

How you'll contribute

• Prepares and endorses document requirements, checklists and related reports, (Credit, NFIS, AMLA etc.,) to Operations to initiate booking and processing of loans.
• Updates pipeline accounts database to monitor client bookings and requirements on a regular basis.
• Ensures completeness of client documentary requirements by coordinating with the client, sales officer or referring unit/channel/referrer to initiate booking and credit check.
• Ensures on-time booking by closely coordinating with the Credit and Documentation officer, SBC Credit, LOSD and Fincon to monitor the process and account progress.

What we’re looking for

• Graduate of a Bachelor's Degree in Business Studies/Administration/Management, Commerce, Finance/Accountancy/Banking
• With knowledge or relevant experience in office administration, record-keeping, basic credit/loans processing, file management, document screening and/or report generation
• Able to communicate and coordinate effectively with different departments for information and follow-up
• Organized, keen on details and able to check for discrepancies
• Fresh graduates are welcome to apply

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your BetterBanking career with us today.