Financial Services Expert

6 days ago

Pasig, National Capital Region, Philippines Ezy Service Service Corporation Full time
Role Overview

We are seeking a highly skilled Senior Asset Finance Professional to join our team in Manila. This is an exciting opportunity for a talented individual to contribute to the growth and success of our company.

About Us

Ezy Service Service Corporation is a well-established finance brokerage operating throughout Australia and New Zealand, offering a range of innovative asset finance products. We work with a panel of over 40 lenders, including traditional Banks, specialist financiers, private equity firms and non-traditional lenders, and leverage our expertise and connections to give customers the utmost in choice, support, and service throughout the lending process.

Job Description

This role will play an important part 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.

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.
Requirements

To be successful in this role, you will need:

  • 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.
What We Offer

We offer a very attractive monthly salary, estimated at around P250,000 based on industry standards and location. Additionally, we provide allowances of up to P40,000 per month, attractive incentives based on sales conversions, settlements, and KPI performance, and a full-time onsite role with a business hours schedule.

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