Data Verification Analyst

Technology Elite Inc

  • Central Luzon
  • ₱420,000-480,000 per year
  • Permanent
  • Full-time
  • 1 month ago
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: ' 35,000 - ' 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: 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 (12-18 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. 2. Accounting and Receivables - approx. 10-15 hours per week total (every second week). A detail-oriented, hard-working to assist with the following: 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. Skills Requirements: 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 Benefits: 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 *Terms and conditions apply

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