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About the Role
Role Overview:
The Sales Admi Executive supports the sales team in managing loan application and refinancing cases from submission to disbursement. This role ensures proper documentation, timely follow-ups with clients, banks, and legal firms, and accurate tracking of all sales files.
Job Responsibilities:
• Coordinate and manage loan/refinancing files from submission to approval and disbursement.
• Prepare and check required documents for loan applications to ensure completeness and accuracy.
• Follow up with clients, bankers, and legal firms on application status and outstanding documents.
• Maintain and update file tracking system (e.g. submission, approval, disbursement status).
• Assist sales agents in preparing case summaries, quotations, and calculations (e.g. refinancing savings).
• Monitor and update commission tracking for agents based on disbursed files.
• Handle client enquiries and provi...
The Sales Admi Executive supports the sales team in managing loan application and refinancing cases from submission to disbursement. This role ensures proper documentation, timely follow-ups with clients, banks, and legal firms, and accurate tracking of all sales files.
Job Responsibilities:
• Coordinate and manage loan/refinancing files from submission to approval and disbursement.
• Prepare and check required documents for loan applications to ensure completeness and accuracy.
• Follow up with clients, bankers, and legal firms on application status and outstanding documents.
• Maintain and update file tracking system (e.g. submission, approval, disbursement status).
• Assist sales agents in preparing case summaries, quotations, and calculations (e.g. refinancing savings).
• Monitor and update commission tracking for agents based on disbursed files.
• Handle client enquiries and provi...
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