Location: Ortigas, Pasig City
Target Start Date: Mid to End January 2026
About Cepat Kredit Financing Inc. (CKFI):
At Cepat Kredit, we are redefining the future of financial services with a focus on REAL values: Reliability, Empathy, Accountability, and Leadership. As a fast-growing financial institution, we are passionate about creating exceptional experiences for our clients, and we believe that a successful business is built on talented, driven, and empowered individuals. If you're a financial advisor or insurance broker looking to transition into a new, rewarding career with a vibrant and innovative company, we have the perfect opportunity for you!
Position Overview:
As an LC Relations Supervisor at CKFI, you will play a pivotal role in managing and developing relationships with our Loan Consultants (LCs). You will be responsible for supervising and supporting our team of LCs, ensuring they are equipped with the tools, guidance, and resources needed to excel in the industry. This is a unique opportunity for experienced financial advisors and insurance brokers to leverage their skills and grow their careers in a new, exciting direction.
Key Responsibilities:
- Lead and Manage Team: Supervise and guide a team of Loan Consultants (LCs) to achieve individual and collective sales targets, ensuring consistency in productivity and performance.
- Develop Relationships: Cultivate strong, long-term relationships with assigned LCs, fostering an environment of trust, open communication, and mutual growth.
- Training & Development: Provide regular training sessions, coaching, and mentoring to LCs, helping them transition smoothly into the world of loan consultation while utilizing their existing skills in finance and customer relationships.
- Performance Monitoring: Regularly assess the performance of LCs against targets, providing actionable feedback and making recommendations for improvement.
- Process Optimization: Continuously identify and implement process improvements to increase team efficiency, reduce operational obstacles, and enhance customer service.
- Collaboration with Stakeholders: Collaborate with internal departments such as Marketing, Operations, and Credit to ensure a seamless end-to-end experience for clients and loan consultants.
- Compliance & Risk Management: Ensure that all LC activities adhere to CKFI's policies, regulations, and compliance standards, minimizing risk and promoting a high standard of ethics.
- Report & Document: Prepare regular performance reports, track LC progress, and maintain up-to-date documentation on client relationships and loan processes.
Key Requirements:
Experience:
- Minimum of 2 years of experience in financial services, sales, or account management, preferably in insurance or financial advising.
- Proven leadership or supervisory experience is a plus.
Skills & Knowledge:
- Strong understanding of financial products, loan services, and customer relationship management.
- Excellent communication, interpersonal, and coaching skills.
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) and CRM tools.
- Familiarity with loan processing systems and related procedures is a plus but not mandatory.
Mindset & Traits:
- Growth-Oriented: Open to learning and adapting to the evolving financial services industry.
- Client-Centric: Deep commitment to customer satisfaction and providing top-tier service.
- Problem-Solver: Strong analytical skills to identify challenges and provide solutions.
- Leader at Heart: Passionate about mentoring and developing others, with a natural ability to inspire and guide teams.
Educational Requirements:
- Bachelor's degree in Business, Finance, Marketing, or any related field.
Why Join Us
- Career Growth: Transition from financial advising or insurance brokering to a leadership role that offers both career growth and competitive compensation.
- Supportive Environment: Work alongside a dynamic and supportive team that values your input and provides you with opportunities to thrive.
- Innovative Culture: Be part of an organization that embraces change, innovation, and continuous learning.
- Comprehensive Benefits Package: Enjoy health benefits, paid leaves, and other employee perks.
How to Apply:
If you're ready to take the next step in your career and lead a team of motivated loan consultants, apply now! Send your resume and a cover letter detailing why you are a good fit for this role to [Confidential Information].
Make your career REAL with CKFI!
