Finance Support Officer

4 days ago

Angeles City, Central Luzon, Philippines The Lead Tree - Clark Outsourcing Full time ₱400,000 - ₱600,000 per year

Position Title: Finance Support Officer

Work Set Up: On-site

Schedule: 7:00 AM - 4:00 PM PHT

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga

Quick Rundown:

We are looking for a Finance Administration Specialist to support our Clark and Australia teams by preparing finance documents, completing loan applications, entering client data, and managing required paperwork. You will assist with follow-ups, client communication, and customer service inquiries.

What You'll Do:

  • Working with a team in Clark and Australia
  • Compilation of Finance Compliance documents required for client appointments. Includes loan applications, summaries, fact finds and loan comparisons
  • Compilation of Finance documents using aggregator software
  • Data entry of all client details into our multiple lenders and loan systems
  • Completion and submission of loan applications/information to lenders
  • Uploading all client information and relevant paperwork into databases within the timeframes required
  • General administration duties to be able to assist the finance managers with day-to-day files
  • Following up of loan applications, valuation reports and mortgage documents to ensure they are completed on time
  • Calling Australian clients to provide updates and follow up documents and other requirements
  • Assisting with Customer Service Loan enquiries from clients and liaising with lenders
  • Assisting with construction processes with lenders

What We're Looking For:

  • A graduate of any Business-related course
  • 2+ years of experience in similar field
  • Experience of speaking directly with Australian clients
  • Preferably with some experience with Australian Lenders
  • Excellent written and verbal communication skills
  • Strong independent research ability

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