Fintech/Loan Specialist Virtual Assistant

4 days ago


Davao City, Davao, Philippines SPlace Full time ₱15,600 per year

Splace BPO is seeking a detail-oriented and proactive Fintech/Loan Virtual Assistant to support our lending and fintech operations. The ideal candidate will combine financial acumen with strong administrative skills to manage loan processes, customer inquiries, and data workflows for a fast-paced, global environment.

RequirementsAdministrative Support

  • Manage client emails, calls, and messages; respond professionally.
  • Prepare/edit/send client documents and lender forms.
  • Maintain digital filing and compliance checklists.
  • Schedule appointments and manage calendars.

Loan Processing

  • Collect/verify documents (payslips, bank statements, IDs).
  • Enter data into CRM; ensure accuracy.
  • Liaise with lenders for updates; track from submission to settlement.

Client Relationship Management

  • Onboard clients; send milestones and reminders.
  • Maintain CRM notes and follow-up schedules.

Marketing & Business Support

  • Manage social media and website updates.
  • Prepare newsletters/materials; support email campaigns.

Market Research

  • Monitor competitors; track pricing/offers.
  • Compile trend reports and identify gaps; track regulatory changes.

Islamic Finance Development

  • Support professional development in Islamic finance principles.
  • Stay aware of Sharia-compliant concepts; support ethical lending.

Job Type: Part-time

Pay: Php300.00 per hour

Expected hours: 20 per week

Benefits:

  • Flexible schedule
  • Paid training

Language:

  • English (Preferred)

Work Location: In person



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