Financial Services Representative

3 weeks ago


Quezon City, National Capital Region, Philippines LeadAdvisors Full time

About the Role

We are seeking a highly motivated and well-spoken Financial Services Representative to join our team in a leading financial institution dedicated to providing excellent financial services to our customers.

Job Responsibilities

  • Handle outbound inquiries from US consumers about personal financing, ensuring timely and professional responses to customer inquiries regarding loan applications, eligibility criteria, and documentation requirements.
  • Efficiently complete quick personal finance application forms and ensure all required documentation is complete and accurate, collaborating with loan officers, underwriters, and other team members to ensure efficient processing of loan applications.
  • Analyze financial statements, credit reports, and other relevant documents to assess risk and make informed lending decisions, maintaining accurate and up-to-date records of loan applications, approvals, and denials.
  • Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting, adhering to compliance guidelines and internal policies to ensure a high level of integrity and risk management.

Requirements

  • A strong understanding of the US financial industry, especially related to consumer finance, including knowledge of credit ratings, their implications, and how they impact financing decisions.
  • Familiarity with basic standards and practices of financing in the U.S., as well as a minimum of 4 years of experience in U.S or Australian campaigns, preferably in credit card or personal finance.
  • Proficient computer skills and familiarity with relevant software, excellent communication skills, attention to detail, ability to handle queries professionally, and maintain a customer-centric approach.

Benefits

  • A competitive salary package plus commission, with commissions structured in a tiered system ranging from $25,000 to $100,000 per month.

About LeadAdvisors

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in business process outsourcing (BPO) and digital content marketing, delivering exceptional results and driving growth for our clients across the United States.



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