- Assist in processing transactions by:
- extracting relevant data points from customer applications and documents and inputting them into our Salesforce CRM
- Compliance checking of customer and their correctness and completeness of their application (e.g. verifying the data that the customer has provided, with a checklist process)
- Eventually months) making underwriting recommendations (how much to advance a customer, what to price it at, anything additional needed to better manage risk). This requires first building industry and process knowledge over time.
- Familiarity/comfort with Salesforce, WordPress, and Gmail is a plus.
- Assist in processing transactions by extracting relevant data points from customer applications and documents and inputting them into our Salesforce CRM
- Applying components of internal underwriting program while processing transactions with goal of eventually making underwriting recommendations (how much to advance a customer, what to price it at, anything additional needed to better manage risk)
- Assisting in accounting functions and accounts receivables functions with customer payments, balances, annual reports, etc.
- 1-2 years' experience in reviewing and verifying loan applications
- Familiarity with computers and banking applications/software
- In-depth knowledge of closing procedures, loan processes, and documentation.
- Exceptional customer service skills.
- Experience with Excel
- Familiarity/ comfort with Salesforce and Gmail
- Two-week FREE Accommodation for those relocating to Pampanga *
- 21 Days Paid Time Off (PTO) Annually + 1 Additional PTO per successful year of tenure (up to five (5) years)
- HMO coverage for employee +1 FREE dependent on the first day of employment
- +1 additional FREE dependent per successful year of tenure (up to five (5) years)
- Tenure Incentive Program* - FREE daily meal
- Referral Bonus of up to Php20,000.00*
- ALL government mandated benefits
Data Verification Analyst - Other - Philippines, Central Luzon, Pilipinas - Technology Elite Inc
Paglalarawan
NOTE: We will reach-out to you via your email address provided in your resume. Please make sure to check your email in the next 2-3 business days.Salary:Ââ'±35,000 – â'±40,000 per month
Work Schedule: Night Shift (9.30am Eastern US / 9.30PM PHT)
Location: Onsite in Clark, Pampanga
* Two-week FREE Accommodation for those relocating to Pampanga will be provided
About the role:
1. Client Preparation & Transaction Tasks (aka client account management tasks). A detail-oriented, hard-working to assist with the following: