Job Description
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...