2,798 Banking & Finance jobs in the Philippines

Benefits:

• Salary: 45,000 - 65,000 Php per month
• Location: Remote – Global
• Job Type: Full-Time | Day Shift (Sydney, Australia Time Zone)
• 28 days of paid leave per year
• Performance-Based Annual Incentive
• HMO coverage
• Clear path for career growth and development

Essential Requirements:

• 3+ years’ experience in Australian home loan processing or lending
• Proficiency in Infinity, AOL, HubSpot, and Google Workspace
• Ability to work with the Zoom camera open during shift

Note: To save your time and ensure the best fit, please apply only if you meet the essential requirements listed above


About the Role

We’re seeking a detail-oriented Loan Associate to join our remote lending team. You'll support the Investment Lending Manager by managing loan documentation, data accuracy, compliance, and communication with lenders. This is a non-client-facing role focused on backend support for Australian property investment loans .


Key Responsibilities:

Loan Application Support

• Prepare and process loan applications from pre-submission to settlement
• Input and verify data in Infinity, HubSpot, and Apply Online (AOL)
• Assist in collecting and reviewing client documents for compliance

Document & Data Management

• Maintain organized and compliant digital files in Google Drive and CRM
• Cross-check data across Infinity, AOL, and other platforms for accuracy
• Prepare SOCA, AOL forms, and lender-specific documents

Lender Coordination

• Submit applications via AOL with broker consent
• Order property valuations, pricing assessments, and credit checks
• Respond to lender MIRs and follow up on pending requirements

Loan Progress Tracking

• Update stakeholders on loan status and next steps
• Ensure documentation is ready for handover to the Settlement Team
• Work closely with the Senior Loan Associate and Lending Manager

Team Collaboration

• Collaborate with Lending Managers and internal teams
• Join regular Zoom meetings and process improvement sessions
• Share feedback and solutions to streamline workflows

Key Skills & Qualities:

• Strong understanding of lender policies and compliance
• High data entry accuracy and organizational skills
• Proven experience managing MIRs, valuations, and credit reviews
• Willingness to undergo and pass background check  as a condition of employment (a consent form will be provided to shortlisted candidates)
• Willingness to provide an NBI clearance

Preferred:

• Experience with SMSF or complex loan types
• Background in property investment or broking environment
• Bachelor's degree in Finance, Business, or related field

Technical Requirements:

• Windows 11 operating system or MacOS 13+
• 256GB Storage space - minimum
• 8-16GB RAM - minimum
• Dual Core CPU - minimum
• Camera: HD Webcam (720p)
• Headset: Noise canceling (preferably)
• Internet Speed: 50 Mbps - minimum

About Us

Outsourced Pro Global Limited is a trusted outsourcing partner supporting businesses in recruitment, finance, HR, payroll, and operations. As the offshore hub for leading Australian companies, we deliver high-quality, efficient solutions through a team driven by integrity, excellence, and innovation.

At OPG, you’ll be part of a collaborative, growth-focused community. We offer meaningful careers, global exposure, and a culture that values learning, professionalism, and long-term success. Your ideas matter, your growth is supported, and your impact is real.

Curious about life at OPG?

Follow us on Facebook, Instagram, TikTok and Linkedin for a peek into our culture, team moments, and what makes OPG a great place to work.

Work From Home - Financial Advisor (Part-time/Full-time)

Job Description:

-Identify and pursue potential clients to maintain a strong client base

-Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools

-Maintain compliance with all rules and regulations in the financial industry

-This job is commission-based, hence a high potential income

Basic Qualification:

-Filipino citizen and resident, preferably NCR or nearby provinces

-Bachelor's degree holders and fresh graduates are welcome

-Trainable and always willing to learn

-Team player

-Sales experience is not required, but an ADVANTAGE

-Government ID, TIN, and SSS

Perks:

-Travel Incentives

-Attractive Commission Packages and Performance Based Bonuses

-Time Flexibility

-Career Growth and Promotion

-Purposeful career

———

The Branch Manager works closely with the Regional Branch Manager to drive branch performance, increase the client base, and grow revenues. This role leads and motivates the assigned sales team to consistently meet or exceed financial and operational targets through effective sales strategies, marketing initiatives, and customer engagement efforts.

• Lead and oversee the sales team to ensure achievement of financial, operational, and sales targets aligned with overall business objectives.
• Collaborate with upper management to develop and implement strategic project plans and establish measurable benchmarks for performance.
• Analyze sales trends, competitor activity, and customer feedback to recommend and execute strategies that drive revenue growth and increase market share.
• Develop and nurture relationships with potential clients to expand Nabati's business opportunities within the Philippines.
• Conduct client meetings to discuss product offerings, pricing, delivery timelines, and address business-related concerns.
• Work with the Regional Branch Manager and Human Capital team to attract, recruit, and retain top-performing sales professionals.
• Monitor and manage inventory levels to ensure product availability and fulfill customer demands efficiently.
• Evaluate and track sales team performance, ensuring compliance with company standards, policies, and procedures.
• Address and resolve performance issues and client complaints, implementing corrective actions to improve team effectiveness.

Education:

• Bachelor's degree in Business Administration, Management, Sales, or a related field.

Experience:

• Minimum of 5 years of overall work experience.
• At least 3 years of relevant experience in a sales leadership or branch management role.

• Willingness to travel as required
• Ability to work onsite and adapt to a shifting schedule

• Attend online trainings
• WFH set up
• Do client presentations
• Unlimited commissions and incentives
• Enjoy local and international travels
• Potential income 10K and up

Why Join Us?

• Unlimited income potential with high commissions
• Weekly payouts
• Flexible working hours to suit your lifestyle
• Remote work—enjoy a work-from-home setup
• Monthly cash incentives for top performers
• Quarterly bonuses for reaching key milestones
• Recognition and awards for your achievements
• Local and international travel incentives (with family)
• Comprehensive health, insurance, and employee savings fund
• Cash rewards for outstanding performance
• Freedom to work from anywhere

Qualifications:

• Can devote 2-4hrs per day (no fixed time)
• College graduate (4-year course)
• Willing to be trained
• Sales experience is not required

No need to resign. You may do this alongside your existing work.

Responsibilities:

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models for decision support
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Determine a company's value by examining its financial statements and management reports

Qualifications:

• Must have completed a Bachelor's Degree in Accountancy or any related business/economics course and preferably passed the CPA Licensure Exam
• Having Latin Honours is highly advantageous
• Outstanding scholastic and/or extracurricular achievements will also have an advantage (i.e. Board Topnotcher, etc.)
• With strong analytical skills and the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• Adept at queries, report writing, and presenting findings
• Willing to be assigned to Bacoor, Cavite or Mandaluyong City

Company Overview:

UBX is a wholly owned subsidiary of Unionbank of the Philippines. UnionBank is a top 10 universal bank in the Philippines by assets, with annual revenues of over PHP 25 Billion. UnionBank is a leader in digital financial services and has been recognized as the top digital bank in the Philippines by Asiamoney and IDC. UnionBank has established UBX to build on its leadership in digital: UBX facilitates UnionBank's exploration and creation of new, digital and potentially non-banking business models. UBX's mission includes investments in financial technology (fintech) companies and other ventures whose capabilities complement UBX's platform development. UBX is developing platforms that embed financial services into customer and business experiences. This results in financial services that are accessible to a broader community– physically, logically and economically. UBX invests to positively and materially impact financial inclusion. Truly innovative financial technology should make banking perfectly transparent in the lives of consumers and businesses. When we talk about banking today, we still talk about accounts, lines of credit and cash management services. Banking still distracts and interrupts. Our ultimate goal: banking that becomes invisible, banking vanishes into our lives and businesses. This is why we are particularly focused on ecosystems: can we participate in and build the platforms where we can seamlessly embed banking in the context of experiences for consumers and businesses.

Our Customers:

Ecosystems are built on platforms that support multi-participant markets and multi-point

transactions. Therefore, from an ecosystem development perspective, our customers are the

participants in these ecosystems. This can be made clearer by way of example. For the financial services platform, the resulting ecosystem has the following participants:

● Financial institutions such as rural bank and non-bank financial institutions (coops, lenders etc.)

● Customers of these financial institutions

● Financial service providers that leverage the platform such as lenders and insurers

● Technology providers that build solutions on top of the platform

Junior Financial Analyst

Help the CFO drive growth, profitability, and value creation by performing financial analysis work that will allow the company to make data-driven decisions. Duties shall include preparation of financial budget/forecast, conducting regular management performance reports, and providing analytical support to the leadership team and business units.

Responsibilities
:

1. Assist the CFO in the annual budget and 5-yr Business Plan preparation by developing and running the company's financial model, doing research, industry and market analysis, and working with the different business and functional units in transforming business plans into revenue and cost drivers.
2. Prepare the necessary financial and performance reports and analysis to the management team and to the board.
3. Provide financial advisory services to the business and functional teams to help them on business cases and analyze their strategies and performance.
4. Provide analytical support to the Venture Capital team.
5. Assist the CFO in Treasury and Financial Controllership.

Qualifications:

• Bachelor's degree in management engineering, business administration and accountancy, management, finance, mathematics, or related field.
• Open to fresh graduates with relevant and meaningful internship experience and subjects/course work in accounting and/or finance
• Involved in extracurricular activities
• Proficient in Spreadsheets and Powerpoint
• Excellent problem solving and communication skills
• Ability to work independently with minimal supervision
• Ability to work with cross-functional units and personalities
• Team player.
• Strong attention to detail.

Job description:

• Actively solicit and generate "Sangla Titulo" loan applications through various channels.
• Calculate and explain loan terms and interest rates
• Process "Sangla Titulo" loan applications; collection and pre-screening of documentary requirements.
• Assist borrowers in the signing of loan contracts
• Perform credit investigation/ocular CI.

Qualifications:

• Candidate must possess at least a Bachelor's / College Degree(Business Course)
• Fresh graduates are welcome to Apply

Job Types: Full-time, Fresh graduate

Pay: Php16, Php17,500.00 per month

Benefits:

• Opportunities for promotion
• Paid training

Work Location: In person

our Career, Your Terms

Financial Advisor

Caelum Financial Solutions | Intermediary of Allianz PNB Life

(Disclaimer: This is not a bancassurance role. We operate under the agency channel, providing you with the flexibility and control to grow your own financial advisory business.
This is a commission-based career with unlimited earning potential.
)

Are you growth-driven, business-minded, and looking for a flexible career where your success directly impacts your income and future?

At Caelum Financial Solutions, we empower our advisors with:

• Access to world-class investment solutions — including funds managed by BlackRock, the No. 1 asset manager in the world, and Allianz Global Investors (AGI), one of the largest active asset managers globally, overseeing €560B+ in assets.
• Comprehensive financial solutions, from health protection to wealth-building investments, including exclusive funds designed for long-term growth.
• A proven business system designed to help you develop business acumen, grow your client portfolio, and build sustainable income streams.
• Full training, mentorship, and digital tools to help you succeed — whether you're experienced or starting fresh.

Why Join Us:

• Commission-based income with no cap — your growth = your earnings.
• Build a business backed by Allianz, one of the world's most trusted financial institutions.
• Enjoy flexible work hours and control over your growth.
• Create impact by helping clients secure their future while building your own.

Who We're Looking For:

• Individuals with a growth mindset who want to achieve financial independence.
• Open to entry-level professionals — no experience required, as long as you have the drive to learn and succeed.
• Passionate about helping people, building wealth, and growing a business.

Take charge of your career.

Be part of Caelum Financial Solutions — where your growth fuels your impact.

We are seeking for a motivated, experienced, outgoing, and service-oriented automotive Branch Manager to join our team and coach our salespeople to close more deals and maintain a high standard after sales service . The ideal candidate shall have an experience in hiring, training, and leading a team, a strong passion for people, and a solid knowledge of sales and service best practices and customer retention strategies.

Requirements and Qualifications

At least 2 years experience in a sales and service role at a dealership

Solid sales competencies with knowledge of strategies and best practices

Track record of exceeding previous sales quotas and goals

Excellent leadership skills with a passion for developing employees

Knowledgeable in reading financial statements and can create action plan based on analysis

Keen attention to detail with a commitment to solving complex problems

Strong written and verbal communication skills

Outgoing and service-oriented attitude

Knowledge of inventory control and management

Goal-oriented self-starter with the ability to thrive in a fast-paced and sometimes high- pressure work environment

Willingness to work independently and as part of a team