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Sales Admin

Exclusive opportunity

Onsite

Sales Admin

Discovery Capital Finance Corp.

Sales Admin

Skills

Sales OpsCRMCompliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Bacolod, Negros Occidental, Philippines

Work mode:

Onsite

Published on:

20 August 2026

What they need


Key Responsibilities:

Sales Operations Support

  • Provide administrative and operational support to the Sales & Operations OIC in achieving the branch's business and service objectives.
  • Receive, review, and ensure the completeness of loan application documents prior to processing.
  • Encode and maintain accurate loan application records in the Company's MIS, CRM, and other internal systems.
  • Process loan applications and assist in the timely release of approved loans.
  • Prepare, scan, file, and transmit loan documents, including Promissory Notes (PNs), Post-Dated Checks (PDCs), Brown Envelopes, Green Folders, and other required documentation.
  • Coordinate with Compliance, Credit, Accounting, and other Head Office departments to facilitate timely loan processing, disbursement, and document submission.
  • Monitor pending loan applications, follow up on outstanding documentary requirements, and provide timely updates to clients and the Sales OIC.
  • Prepare and maintain daily, weekly, and monthly sales and operational reports.

Branch Administration

  • Serve as the primary custodian of the branch's day-to-day administrative operations, ensuring efficiency, organization, and compliance with Company policies.
  • Manage the branch petty cash fund, including disbursement, replenishment, liquidation, and proper documentation.
  • Process and monitor the timely payment of branch obligations, including office rental, electricity, water, internet, telephone, and other operational expenses.
  • Monitor the renewal of business permits, government registrations, and other regulatory requirements, coordinating with the Sales OIC and Head Office to ensure timely compliance.
  • Manage branch office supplies, client refreshments, equipment, and other administrative assets, ensuring adequate inventory at all times.
  • Coordinate courier services, bank transactions, document deliveries, and other branch logistical requirements.
  • Maintain the branch filing system, visitor logbook, duplicate keys, and company-issued assets, including the branch motorcycle.
  • Ensure that all branch records and confidential documents are properly maintained, secured, and readily accessible when needed.
  • Perform other administrative and operational duties as may be assigned by the Sales OIC or Management.

** Perform other job-related duties as assigned within your scope of practice and other duties as assigned from time to time.

Qualifications

  • Bachelor's Degree in Business Administration, Management, Finance, Accounting, or any related field.
  • At least 1 year of relevant experience in sales administration, branch administration, customer service, or office administration, preferably in the financing, banking, or financial services industry.
  • Experience in handling loan documentation, encoding, or financial records is an advantage.
  • Proficient in Microsoft Office applications, particularly Excel, Word, and Outlook.
  • Strong organizational skills with keen attention to detail and accuracy.
  • Good communication and interpersonal skills with a customer-oriented mindset.
  • Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
  • Demonstrates integrity, accountability, and the ability to handle confidential information with professionalism.

Start Date: October 19, 2026

Job Types: Full-time, Permanent

Benefits:

  • Company Christmas gift
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: In person

Benefits:

  • Paid training
  • Promotion to permanent employee

Work Location: In person

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