Sales Admin Executive

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...