Sales Coordinator - Loan DST

Overview

The Sales Coordinator role at Mashreq involves supporting the sales management for loan distribution with a range of responsibilities including system checks, reporting, document management, and coordination with various teams to ensure smooth sales operations and compliance.

Key Duties

• Perform pre-screening and system verification on loan applications to ensure compliance with process and policies.
• Maintain detailed and accurate MIS and tracking for all applications, aiding the National Sales Manager with sales monitoring reports.
• Assist the sales team with processing pay orders and clearance letters at other banks.
• Manage the safe custody (chub management) of documents provided by sales officers and advisors.
• Collaborate with sales teams to prepare mandatory and ad hoc reports such as deferrals, buyouts, and mystery shopping results.
• Monitor and follow up on CRM leads and ONR (online requests) with sales staff.
• Coordinate with the sales teams on pending issues including complaints, mis-selling, or fraud detection and resolution.
• Support error reduction in submission processes to improve efficiency aligning with lean principles.
• Address and promptly resolve customer-related issues highlighted by the sales team to prevent complaints.
• Oversee upkeep and maintenance of all office equipment.
• Ensure compliance following up on mandatory sales staff trainings.
• Facilitate system access for new employees and manage access rights, asset handover, and reconciliation for staff departures.
• Operate within policies and audit requirements.
• Coordinate effectively with Admin, HR, and Operations departments.

Qualifications and Skills

• Bachelor's degree and a minimum of three years’ experience in sales management within a financial institution.
• Strong stakeholder and people management capabilities.
• In-depth knowledge of sales management techniques.
• Basic understanding of credit compliance and risk management systems.
• Familiarity with sales operations procedures and policies.
• Excellent communication, interpersonal, and negotiation skills, along with proficient computer skills.
• Flexible and adaptable approach in dynamic work environments.