Sales Admin Executive

Role Overview:

The Sales Admin 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 provide basic updates on application progress.
• Liaise with internal teams to ensure smooth processing of cases.
• Ensure proper filing and documentation for audit and compliance purposes.
• Prepare weekly/monthly reports on file status, pipeline, and performance.

Requirements:

• Diploma or Degree in Business Administration, Finance, or related field.
• 1–3 years of experience in sales admin / loan processing / banking / mortgage / financial services.
• Familiarity with loan documentation, refinancing process, or banking procedures is an added advantage.
• Proficient in Microsoft Excel (basic tracking, reporting).
• Strong attention to detail and ability to manage multiple cases simultaneously.
• Good communication skills in English (Mandarin is an advantage due to client interaction).
• Able to work in a fast-paced, target-driven environment.

Key Skills:

• File coordination & case tracking.
• Client and stakeholder follow-up.
• Documentation accuracy.
• Time management & multitasking.
• Basic financial understanding (loan / interest / refinancing concepts).

Nice to Have:

• Experience in mortgage, personal loan, or financial advisory environment.
• Exposure to working with bankers and legal firms.
• Understanding of loan disbursement and commission structures.


What We Offer:

• A dynamic, collaborative, and innovative work environment.
• Opportunities to develop and grow within the fintech and mortgage support industry.
• Competitive salary package with performance-based incentives.