Financial Services Liaison

3 days ago


Angeles City, Central Luzon, Philippines beBeeCustomer Full time ₱900,000 - ₱1,200,000
Job Overview

This role involves delivering premium customer service to clients.

Responsibilities
  • Responding to customer queries in a timely and effective manner using communication tools.
  • Documenting and logging issues, as well as customer compliments and complaints.
  • Collaborating with customers to help them navigate through our application flow when required.
  • Tracking customer experiences across online and offline channels using logs, dashboards, and CRM systems.
Requirements
  • At least 5 years of experience in handling loan origination tasks.
  • Experience in customer-facing roles in the loan or mortgage industry.
  • Excellent communication, collaboration, and problem-solving skills.
  • Proficiency in written communication and fluency in English.
  • Good organizational skills and time management abilities.
  • Experience using customer communication tools, task management tools, Google Drive, and Email.
  • Familiarity with MS Excel or Google Sheets.
  • Attention to detail is crucial in this financial services role.
  • Bachelor's Degree or comparable work experience in financial services.

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