SME Business Loans Telesales Officer

The role

This person will make outbound calls to SME owners and handle inbound leads to generate loan applications. They will pre-qualify clients, explain loan terms, and coordinate with Credit and Operations to move applications to disbursement.

What you will do

• Make outbound calls to SME owners from databases and prospect lists to generate new loan applications
• Handle inbound leads and referral agent leads promptly and identify the client's loan needs
• Pre-qualify clients against basic criteria
• Explain loan terms clearly and handle common objections
• Coordinate with Credit and Operations to move applications from submission to disbursement
• Follow up with approved clients until signing and disbursement
• Log every call, status and next step accurately in the CRM
• Meet daily and monthly targets for calls, qualified applications and disbursed amount
• Share client feedback and objections with the team

Required qualifications

• At least 1 year of experience selling SME cash loans in a bank in the Philippines
• Proven track record of achieving sales targets
• Excellent spoken and written English and Tagalog
• Strong communication, negotiation, and relationship-building skills
• Ability to adapt quickly to change and perform well in a fast-paced environment
• Good understanding of SME lending, credit assessment basics, and KYC/AML requirements
• Self-motivated, results-driven, and able to work independently

About the company

salmon-group