FintechLoan Virtual Assistant
Share
Job Location:
Monthly Salary:
Experience Required:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Requirements
Administrative 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.
Required Skills:
Experience with specific platforms (e.g. Salesforce HubSpot Encompass LendingQB CashAssist) Knowledge of lending regulations (FDIC CFPB GLBA etc.) Familiarity with KYC/AML processes and risk management
Required Education:
Bachelors degree in finance or a related field
Company Industry
IT Services and IT Consulting
Key Skills
- Business Finance
- ERP Sales
- Access Control System
- Attorney At Law
- Credit
- Application Development
