Credit and Finance Manager

2 weeks ago


Pasig, National Capital Region, Philippines LeadAdvisors Full time

A Financial Sales Representative at LeadAdvisors serves as a trusted advisor, helping individuals and businesses navigate complex financial situations and make informed decisions.

You will be responsible for facilitating loan applications, ensuring accuracy and completeness, and providing exceptional customer service throughout the process.

Key Responsibilities:
  1. Process loan applications efficiently, ensuring accuracy and completeness.
  2. Develop strong relationships with customers, loan officers, and other stakeholders to facilitate successful loan applications.
  3. Maintain up-to-date knowledge of industry trends, regulations, and best practices to ensure compliance and excellence in loan processing.
  4. Proactively communicate with customers to clarify loan application details and provide timely updates.
  5. Work collaboratively with cross-functional teams to resolve any issues or concerns arising during the loan application process.
Requirements and Qualifications:
  1. 4+ years of experience in U.S. campaign management, preferably in credit card or personal finance.
  2. Strong understanding of the U.S. financial industry and its complexities.
  3. Excellent communication and interpersonal skills.
  4. Ability to work independently and as part of a team.
  5. Proficient computer skills and familiarity with relevant software.
What We Offer:
  1. Competitive compensation package, including base salary and commissions.
  2. Opportunities for career growth and professional development.
  3. Flexible remote work arrangement.
  4. State-of-the-art technology and tools to enhance productivity and efficiency.


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