Key Financial Service Specialist

7 hours ago


Pasig, National Capital Region, Philippines Ezy Service Service Corporation Full time
Role Overview
Senior Finance Consultant
New Zealand Asset Finance Business

We are seeking a skilled Key Financial Service Specialist to join our team in supporting clients' finance brokers and customers. The role involves facilitating efficient processing of asset finance transactions, ensuring high standards of service and efficiency.

Responsibilities
As a Key Financial Service Specialist, you will be responsible for:

• Assisting customers with finance enquiries and guiding them through the application process.
• Helping customers upload required documents and utilizing effective sales techniques to achieve conversion targets and handle objections.
• Building trust and maintaining customer satisfaction by providing exceptional support and communication.

Broker Support
The successful candidate will also provide support to customers and brokers throughout the finance application process, including assisting with completing and submitting applications, reviewing applications for accuracy and compliance, and responding quickly to enquiries and resolving issues.

Transaction Management
You will manage the complete finance application process from initial enquiry to settlement, working closely with internal teams to ensure timely processing and keeping brokers and customers informed of application progress.

Documentation & Compliance
The Key Financial Service Specialist will be responsible for ensuring all documents are complete and compliant, following up on missing information or documents, and keeping accurate records of transactions and communications.

Quality Assurance & Compliance
As a Senior Finance Consultant, you will maintain quality control processes to ensure accuracy and compliance with company policies, as well as adhere to internal policies and external regulatory requirements, particularly related to privacy and cybersecurity.

About Us
Our client is a reputable finance brokerage operating across Australia and New Zealand, offering innovative asset finance products and leveraging its expertise to give customers unparalleled choice, support, and service.

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