Loan Operations Specialist

1 day ago

Makati City, National Capital Region, Philippines beBeeLoanSupport Full time ₱4,500,000 - ₱8,000,000
Loan Trade Support Professional

This role offers an exciting opportunity for professional growth in post-sale technical support services to customers, including installation, troubleshooting, problem resolution and maintenance for our Loan Trading Application.

  • Provide expert technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
  • Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
  • Foster exceptional client experiences by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
  • Serve as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
  • Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
  • Manage client production upgrades by collaborating with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.
  • Elevate issues internally with the appropriate level of urgency to meet client deadlines.

Key Responsibilities:

  • Expertly provide technical support for loan trade operations, resolving complex issues and ensuring timely issue resolution.
  • Collaborate with internal teams to facilitate efficient issue resolution and ensure seamless software delivery.

Required Qualifications:

  • 1-3 years of experience in finance, accounting, analytics, or technology.
  • Demonstrated expertise in loan trade operations.
  • Strong analytical and problem-solving skills, with the ability to thrive in a fast-paced environment.
  • Proficiency in Microsoft Office Suite and ability to work collaboratively.
  • Experience with Salesforce, Jira, ITSM, and Confluence is a plus.

Broadridge Offers:

A collaborative and inclusive work environment that empowers associates to bring their best to work, recognizing and celebrating everyone's unique perspective. The company prioritizes employee growth and development, fostering a culture of excellence and teamwork.

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