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Posted 2 months ago

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Sales Advisor (Loan & Financing)

Kuala LumpurOn-site

AI Summary

A Sales Advisor (Loan & Financing) analyses and processes loan applications, verifies applicant information, ensures timely transaction completion, detects fraud, follows up with customers, and meets monthly sales targets.

About this role

JOB RESPONSIBILITIES:

  • Analyse and process loan applications with complete set of documentation and information obtained for new and existing customer application

  • Evaluate, recommend and approve loans

  • Perform verification of applicants with relevant parties to ensure the genuineness of the applicant and employment details are established.

  • Ensure timely completion of customer transactions and requests.

  • To be alert in detecting and preventing any potential elements of fraud or fraud applications.

  • Follow-up of documents / information with customers to support the loan application.

  • Meet or exceed monthly sales targets.

JOB REQUIREMENTS:

  • Minimum SPM qualification or above.

  • Able to speak and write in Mandarin and Malay

  • Experience in sales, telesales, customer service, or account management is an advantage.

  • Basic computer skills (Google Docs, Excel, Gmail, etc.)

  • Self-motivated, positive, and goal-driven.

Skills

Customer ServiceExcelFraud DetectionGmailGoogle DocsLoan ProcessingSalesTelesales

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