Senior Financial Services Specialist

1 month ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time

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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