Loan Trade Support Analyst

5 days ago

Makati, Philippines Broadridge Full time

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

As a Loan Trade Support Analyst you will provide post-sale technical support services to customers, including installation, troubleshooting, problem resolution and maintenance for our Loan Trading Application. In this role you will respond to customer questions regarding operation and malfunctions and advise customers on preventive maintenance and configuration adjustments to improve product performance and customer satisfaction.

Responsibilities
  • Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
  • Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
  • Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
  • Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
  • Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
  • Manage client production upgrades by interacting with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.
  • Escalate issues internally with the appropriate level of urgency to meet client deadlines.
Qualifications
  • 1-3 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field
  • Proven experience in the loan space.
  • A passion for client service and technology
  • Strong analytical and problem-solving skills
  • Familiar with SaaS portfolio management products and internal operations
  • Excellent written and verbal communication skills
  • Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side
  • Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment
  • Experience with Salesforce, Jira, ITSM, and Confluence is a plus
Nice to have
  • Knowledge of SQL and level 3 dev support
  • Experience with a Fintech support, BPO, or similar role within Private debt
  • Experience with SDLC and agile methodologies
  • Perform duties as an analytical extrovert
  • Ability to connect and build relationships internally and externally quickly

#LI-TV1

#LI-Hybrid

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

#J-18808-Ljbffr

  • Loan Trade Support Analyst

    1 week ago

    Makati City, National Capital Region, Philippines Broadridge Full time

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.As a Loan Trade Support Analyst you will provide post-sale technical support services to customers, including installation, troubleshooting,...

  • Loan and Trade Servicing Account Officer

    5 days ago

    Makati, Philippines Security Bank Corporation Full time

    Overview Join to apply for the Loan and Trade Servicing Account Officer role at Security Bank Corporation . The Role: As a Loan and Trade Servicing Account Officer , you will ensure that the unit meets its strategic objectives and aligns with the segment’s target operating model on customer support infrastructure. You will also manage the daily operation...

  • Loan Operations Specialist

    1 week ago

    Makati City, National Capital Region, Philippines beBeeLoanSupport Full time ₱4,500,000 - ₱8,000,000

    Loan Trade Support ProfessionalThis role offers an exciting opportunity for professional growth in post-sale technical support services to customers, including installation, troubleshooting, problem resolution and maintenance for our Loan Trading Application.Provide expert technical trade and application support for portfolio management and loan management...

  • Loan & Trade Servicing Account Officer

    1 week ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱104,000 - ₱130,878 per year

    The RoleAs a Loan and Trade Servicing Account Officer, you will ensure that the unit meets its strategic objectives and aligned with segment's target operating model on customer support infrastructure.You will also manage the daily operation of the unit and overseas the resource allocation and workflow of all support activities including:Ensures the unit...

  • Loan and Trade Servicing Account Officer

    6 days ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    The RoleAs aLoan and Trade Servicing Account Officer,you will ensure that the unit meets its strategic objectives and aligned with segment's target operating model on customer support infrastructure.You will also manage the daily operation of the unit and overseas the resource allocation and workflow of all support activities including:Ensures the unit meet...

  • Personal Loans Acquisitions and Portfolio Analyst

    5 days ago

    Makati, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content Link Personal Loans Acquisitions and Portfolio Analyst PL Acquisitions and Portfolio Analyst JOB SUMMARY: The key responsibility is to provide Analytics and Data Science support to the Consumer Business Sector’s portfolio in the area of balancing Risk-Reward to open up business growth opportunities and...

  • Trade Analyst

    5 days ago

    Makati, Philippines Asia Peopleworks Inc. Full time

    Responsibilities Conduct market research and analysis to identify trade opportunities. Assist businesses in navigating international trade regulations and compliance. Develop strategic partnerships with foreign entities. Provide guidance on tariffs, duties, and export/import documentation. Monitor global trade trends and market conditions. Prepare...

  • Loan Support Specialist

    1 week ago

    Makati City, National Capital Region, Philippines beBeeLoanSupport Full time ₱450,000 - ₱600,000

    Loan Support SpecialistThis role is perfect for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service.The ideal candidate has a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly.Key...

  • IT Support Specialist for Trading Platforms

    1 week ago

    Makati City, National Capital Region, Philippines beBeeSupport Full time ₱3,000,000 - ₱4,500,000

    We are seeking a skilled professional to fill the role of External Application Support Analyst.">This position is part of our External Application Support team and requires the individual to provide 2nd line support and maintain 3rd party applications, ensuring 24 x 5.5 coverage.The successful candidate will be responsible for critical services delivered to...

  • Product Analyst

    5 days ago

    Makati, Philippines Cebuana Lhuillier Bank Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Cebuana Lhuillier Bank The position is primarily responsible for gathering data and market research that helps in the development and enhancement of bank products and services. The position is also responsible for providing assistance in conducting research...