Financial Services Specialist

5 days ago


Quezon City, National Capital Region, Philippines Outsourced Full time
About the Role

We are looking for a highly motivated Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for reviewing customer applications, analyzing payroll and bank statements, and assessing behavior patterns to qualify risk.

The ideal candidate will have 3+ years of experience in a financial analysis or underwriting role and possess strong analytical skills.

You will also be required to maintain notes and supporting documentation in our company CRM effectively and work closely with our team to achieve business objectives.

Key Responsibilities
  • Review customer applications to determine eligibility
  • Analyze payroll and bank statements to calculate earnings
  • Assess behavior patterns to qualify risk
  • Maintain notes and supporting documentation in company CRM effectively


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