Financial Services Specialist

4 days ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time

We are seeking a highly skilled and experienced Financial Services Specialist to join our team in the US. As a leading financial institution, we provide excellent financial services to our customers.

About the Role

This is an exciting opportunity to work as a Loan Processing Expert, contributing to the efficient and accurate processing of loan applications. You will be responsible for maintaining accurate records, adhering to compliance guidelines, and staying updated on industry trends and best practices.

Key Responsibilities:
  • Inbound Inquiries: Handle customer inquiries regarding personal financing, ensuring prompt and professional responses.
  • Loan Application Processing: Complete loan application forms efficiently, ensuring all required documentation is complete and accurate.
  • Customer Communication: Communicate with customers to gather additional information or clarification regarding their loan applications.
  • Financial Analysis: Analyze financial statements, credit reports, and other relevant documents to assess risk and make informed lending decisions.
  • Collaboration: Collaborate with loan officers, underwriters, and other team members to ensure efficient processing of loan applications.
  • Record Keeping: Maintain accurate and up-to-date records of loan applications, approvals, and denials.
Requirements
  • US Financial Industry Knowledge: Strong understanding of the US financial industry, especially related to consumer finance.
  • Credit Ratings: Knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Familiarity with Financing Practices: Familiarity with basic standards and practices of financing in the US.
  • Experience: Minimum of 4 years of experience in the US or Australian campaigns, preferably in credit card or personal finance.
  • Computer Skills: Proficient computer skills and familiarity with relevant software.
Benefits
  • Competitive Salary Package: A competitive salary package, including commission structure.
  • Commission Structure: Tiered commission structure, with potential earnings ranging from $25k to $100k per month.
  • Anniversary Bonus: Anniversary and 13th-month bonus available after probationary period.
  • Personal Computer: Required to have own computer.
About LeadAdvisors

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients.



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