Financial Services Specialist

3 days ago

Pasig, National Capital Region, Philippines Optimum Solutions Pte Ltd Full time ₱900,000 - ₱1,200,000 per year


We Are Hiring: Specialist, Financial Services

An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.


About the Role

The Specialist, Financial Services will:

  • Operations Management
    : Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
  • Customer Support
    : Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
  • Stakeholder Collaboration
    : Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
  • Continuous Improvement
    : Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.


Qualifications

  • 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
  • Experience in handling loan or credit products is an advantage
  • Strong analytical, problem-solving, and communication skills
  • Proficiency in CRM tools, Microsoft Office Suite, and operational systems
  • Bachelor's degree in Business, Finance, or related field
  • Familiarity with Philippine financial regulations and compliance standards
  • Ability to work independently and collaboratively in a fast-paced environment


Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose

This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

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