Personal Finance Consultant

3 days ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time

We are a reputable financial institution committed to excellence in providing top-notch services to our customers. Our team consists of talented professionals who strive to deliver exceptional results.

As a Loan Application Specialist, you will be responsible for managing loan applications efficiently, ensuring accuracy and adherence to compliance guidelines.

Main Responsibilities:
  • Process loan applications promptly, ensuring all necessary documentation is complete and accurate.
  • Respond to customer inquiries professionally, addressing concerns regarding loan applications.
  • Analyze financial statements, credit reports, and other relevant documents to assess risk and make informed lending decisions.
Key Qualifications:
  • A solid understanding of the US financial industry, particularly related to consumer finance.
  • Knowledge of credit ratings and their implications on financing decisions.
  • Familiarity with basic standards and practices of financing in the US.
  • A minimum of 4 years of experience in U.S or Australian campaigns, preferably in credit card or personal finance.


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