Senior Financial Services Specialist
1 month ago
LeadAdvisors, a leading digital landscape innovator and business process outsourcing specialist, is seeking a Senior Financial Services Specialist to join their U.S.-based team.
The ideal candidate will have a strong understanding of the U.S. financial industry, with a minimum of 4 years of experience in credit card or personal finance campaigns.
This role offers a competitive salary package, including commissions, remote work options, and comprehensive benefits.
About the Job:
- Job Title: Senior Financial Services Specialist
- Location: Remote (U.S.)
- Salary: $80,000 - $120,000 per annum + commission
- Benefits: Competitive salary package, commission structure, remote work, and company-provided equipment
Responsibilities:
The Senior Financial Services Specialist will be responsible for providing comprehensive financial guidance and support to clients, facilitating loan applications, and ensuring smooth progression from start to finish.
Key Responsibilities:
- Handle inbound inquiries from U.S. consumers about personal financing
- Efficiently complete quick personal finance application forms and ensure all required documentation is complete and accurate
- Communicate with customers to gather additional information or clarification regarding their loan applications
- Provide prompt and professional responses to customer inquiries regarding loan application, eligibility criteria, and documentation requirements
- 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:
To succeed in this role, the ideal candidate will possess:
- A 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
- Proficient computer skills and familiarity with relevant software
Desired Skills:
- Excellent communication skills
- Attention to detail
- Ability to handle queries professionally and maintain a customer-centric approach
- Proficient computer skills and familiarity with relevant software
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