Financial Services Professional

7 days ago


Cavite City, Calabarzon, Philippines Shadow Office Solutions, Inc. Full time

**About the Role:**

We are seeking a dedicated and enthusiastic professional to support our Clients' finance team. The successful candidate will be responsible for assisting in loan processing, data entry, document management, compliance, and communication with clients and brokers for Australian lending.

**Key Responsibilities:**

  • Assist in preparing and providing lending support for low to high complexity lending applications.
  • Support administrative tasks such as data entry, uploading/downloading of documents, and responding to client requests.
  • Process and review loan applications and ensure compliance with lending requirements.
  • Follow up with clients on any lending requirements or missing documentation.
  • Prepare financial statements and liaise with auditors to ensure timely completion of audits.

**Requirements:**

  • Bachelor's degree in any field.
  • 2 years of experience in a related role.
  • Excellent communication skills.
  • Knowledge of banking or lending operations, banking products, and reporting analytics.
  • Australian background experience is a plus.
  • Knowledge of the financial services regulatory environment (e.g. APRA, AUSTRAC regulations) is a plus.
  • Accuracy, keen attention to detail, and ability to multi-task.
  • Excellent client service skills.


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