SME Business Loans Telesales Officer

SME Business Loans Telesales Officer

Responsibilities

• 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 (business type, location, monthly revenue, years in operation)

• Explain loan terms clearly and handle common objections

• Coordinate with Credit and Operations so applications move from submission to disbursement quickly

• Follow up with approved clients until signing and disbursement, including issuing PDCs or opening a checking account if needed

• 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 to help improve scripts and the process
  
  
  Requirements

• 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