Senior Finance Consultant

7 days ago

Pasig, Philippines Ezy Service Service Corporation Full time

Senior Finance ConsultantNew Zealand Asset Finance Business Overview:As a Senior Finance Consultant, you will play an important role in supporting our client’s finance brokers and customers in facilitating the efficient processing of asset finance transactions. You will act as a key point of contact between brokers, customers, and internal teams, ensuring high standards of service and efficiency. This position requires confident communication skills, strong sales ability, and a genuine commitment to providing outstanding support and customer service. Key Responsibilities:Customer Sales and Service:• Assist customers with finance enquiries and guide them through the online application process.• Help customers upload the required supporting documents.• Utilize effective sales techniques to achieve conversion targets and handle objections.• Build trust and maintain customer satisfaction. Broker Support:• Support customers and brokers throughout the finance application process.• Assist brokers with completing and submitting applications.• Review applications for accuracy and compliance.• Respond quickly to enquiries, providing advice and resolving issues. Transaction Management:• Manage the complete finance application process, from initial enquiry through to settlement.• Work with internal teams to ensure timely processing.• Keep brokers and customers informed of application progress. Documentation & Compliance:• Ensure all documents are complete and compliant.• Follow up on missing information or documents.• Keep accurate records of transactions and communications. Quality Assurance: • Maintain quality control processes to ensure accuracy and compliance with company policies. Compliance: • Ensure adherence to internal policies and external regulatory requirements, particularly related to privacy and cybersecurity. Key Skills & Qualifications:• Confident verbal and written communication skills.• Skilled in handling and converting sales enquiries.• Experience in asset and/or consumer finance, or a similar role.• An understanding of credit assessment processes.• Familiarity with Australian/New Zealand compliance and privacy requirements.• Excellent time management skills.• A positive and outgoing personality, and a can-do attitude. We’re Offering:• A very attractive monthly salary, in line with skills and experience.• Allowances of up to P4K p/month• Attractive incentives based on sales conversions, settlements, and KPI performance.• New Zealand business hours schedule (currently Monday to Friday, 4:30am to 1:30pm Manila time)• Full time onsite role (Robinsons Equitable Tower, ADB Avenue, Ortigas Center) About our Client:Our client is a well-established finance brokerage operating throughout Australia and New Zealand, offering a range of innovative asset finance products.Our client works with a panel of over 40 lenders, including traditional Banks, specialist financiers, private equity firms and non-traditional lenders, and leverages its expertise and connections to give customers the utmost in choice, support, and service throughout the lending process.

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