Support Specialist

2 weeks ago

Pasig, National Capital Region, Philippines iSupport Worldwide Full time

Full time

Add expected salary to your profile for insights

Be a part of our fast-growing team and unchain all the possibilities

What is your mission?

As a Capital Markets Support Specialist, you will support the Capital Markets team by sourcing banks with $250M in assets logged in Salesforce by region, assessing lending appetite through lender calls, and scheduling discussions with appropriate team members for deal evaluation. Your responsibilities will also include organizing lender-facing documents, sending emails for deal updates, maintaining borrower financial statements, and ensuring loan compliance through annual lender requirement submissions. Additionally, you will actively follow up with lenders, provide suggestions for new projects, manage Salesforce data and deadlines, create organizational charts, and update various systems for loan covenants and earn-out triggers.

You will provide the best service to our partner client by performing these tasks:

  • Source banks with assets exceeding $250M in designated regions.
  • Log lender information and interactions in Salesforce (SF) for tracking and reporting purposes.
  • Conduct calls with lenders to assess their appetite for lending and evaluate potential deal opportunities.
  • Schedule and coordinate meetings between lenders and the capital markets team to discuss specific deals and opportunities.
  • Organize and maintain lender-facing documents related to loans, ensuring accuracy and accessibility for the team.
  • Send emails to lenders regarding deal updates, inquiries, and requirements to facilitate smooth communication and collaboration.
  • Update Personal Financial Statements (PFS) and send annual lender requirements to ensure loan compliance.
  • Conduct active follow-up with lenders to address any outstanding requirements, documentation, or inquiries.
  • Provide lender suggestions for new projects based on market research and insights.
  • Organize and manage Salesforce (SF) dates and deadlines related to loans, deals, and lender interactions.
  • Create and update organizational charts (org charts) to reflect team structures, responsibilities, and relationships.
  • Update Special Real Estate Owned (SREO) records and Salesforce (SF) entries for loan covenants, triggers, and earn-out provisions.

Who are we looking for?

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum of 2-3 years of experience in capital markets, banking, or financial services.
  • Strong understanding of banking and lending practices, loan compliance, and financial documentation.
  • Proficiency in Salesforce (SF) or similar CRM platforms for data entry, tracking, and reporting.
  • Excellent communication skills, both written and verbal, with the ability to interact professionally with lenders and internal teams.
  • Strong organizational and multitasking abilities with attention to detail.
  • Proactive mindset with the ability to take initiative, prioritize tasks, and work independently or collaboratively as part of a team.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) for document creation, analysis, and reporting.
  • Knowledge of real estate market trends, lender requirements, and loan covenants is a plus.
  • Ability to adapt to fast-paced environments, meet deadlines, and manage multiple projects simultaneously.

Company Perks:

  • Above-industry salary package and incentives
  • Comprehensive HMO benefits and life insurance from day 1
  • Free learning and development courses for your personal and career growth
  • Dynamic company events
  • Opportunities for promotion
  • Free meals and snacks
Your application will include the following questions:

What's your expected monthly basic salary?

How would you rate your English language skills?

Founded in 2006, iSupport Worldwide is a US-owned offshoring company with offices in Ortigas, Philippines. iSupport Worldwide has developed considerable expertise focusing on Recruitment Process Outsourcing, Facilities Management, Employee Services, Client Services Development and many more.

iSupport Worldwide provides businesses with a scalable platform to set up low cost, high-value operations in the Philippines without the need to incorporate, directly employ staff or manage your own office, while maintaining full control.

Our offshoring solutions are ideal for small-medium companies, and we have partnered with a variety of industries providing customized business solutions through job functions in customer service, technical support, data entry and processing, quality assurance, logistics, administrative support, graphic design, accounts receivable, accounts payable and more.

Founded in 2006, iSupport Worldwide is a US-owned offshoring company with offices in Ortigas, Philippines. iSupport Worldwide has developed considerable expertise focusing on Recruitment Process Outsourcing, Facilities Management, Employee Services, Client Services Development and many more.

iSupport Worldwide provides businesses with a scalable platform to set up low cost, high-value operations in the Philippines without the need to incorporate, directly employ staff or manage your own office, while maintaining full control.

Our offshoring solutions are ideal for small-medium companies, and we have partnered with a variety of industries providing customized business solutions through job functions in customer service, technical support, data entry and processing, quality assurance, logistics, administrative support, graphic design, accounts receivable, accounts payable and more.

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