Senior Financial Service Specialist

2 weeks ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time
Financial Sales Representative Job DescriptionOverview

We are seeking a skilled and experienced Financial Sales Representative to provide comprehensive financial guidance and support to our clients.

Key Responsibilities
  • Handle inquiries from U.S. consumers about personal financing and provide prompt and professional responses.
  • Complete personal finance application forms efficiently and ensure all required documentation is complete and accurate.
  • Communicate with customers to gather additional information or clarification regarding loan applications.
  • Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
  • Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.
Requirements
  • Strong understanding of the U.S. financial industry, especially related to consumer finance.
  • Knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Familiarity with basic standards and practices of financing in the U.S.
  • Minimum of 4 years of experience in U.S. or Australian campaigns, preferably in credit card, or personal finance.
Desired Skills
  • Excellent communication skills.
  • Attention to detail.
  • Ability to handle queries professionally and maintain a customer-centric approach.
About LeadAdvisors

Welcome to LeadAdvisors.com, a leading digital solutions provider specializing in business process outsourcing (BPO) and digital content marketing.

We excel in creating and implementing strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.



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