175 Credit Solutions jobs in the Philippines

Credit Solutions Specialist

₱600000 - ₱1200000 Y Acquire Intelligence

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Job Description

We're an award-winning global outsourcer providing contact center and back office services on behalf of our global clients. Come work at a place where innovation and teamwork come together to support the most exciting missions in the world

Credit Solutions Specialist

Join the A-Team and experience the A-Life

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Financial Services Risk Management

Makati City, National Capital Region ₱1500000 - ₱2500000 Y SGV & Co.

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Job Description

The opportunity

As part of the SGV FSO - Financial Services Risk Management (FSRM) practice and you will provide a well-integrated broad array of risk management services to capital market participants within global banking, capital markets, asset management and insurance. FSRM products and services include Regulatory Compliance, Prudential Supervision (including capital management and capital adequacy), Bank Holding Company reporting, Credit Risk, Liquidity Risk, Market Risk, Operational Risk, Interest Rate Risk, Strategic Risk, Enterprise Risk, Structured Finance, Sustainable finance (Environmental, Social and Governance (ESG) Risk Management and Integration), and Quantitative Advisory Services.

Your Key Responsibilities

  • Active involvement in projects in financial risk modelling, credit risk, market risk, operational risk, methodology designs and reviews by large and international banks
  • Based on the results of analyses and research, draw meaningful conclusions and recommendations for our clients
  • Drive the preparation of reports and presentations
  • Supervise and coach assistants, monitor and report delivery status
  • ·
    Preparation of proposals, project plans for prospective clients

To qualify for the role you must have

  • A bachelor's degree in Economics, Mathematics, Statistics, Physics, and other related programs
  • Minimum of 3 years' experience
    preferably at financial institutions in the field of risk management
  • Credit risk modeling (scoring and rating models, PD and LGD modeling)
  • Interest rate in the banking book (IRRBB) modeling
  • Market risk modeling, valuation of financial derivatives and financial instruments or
  • Experience in regulatory issues in banking and financial industries (BSP, Basel II/III, IFRS 9, IFRS 13)
  • Statistical and numerical techniques and the principles of the theory of probability and stochastic calculus
  • Functional knowledge and experience with statistical and numerical techniques and business acumen
  • Experience working in a financial product engineering/research and development environment designing and developing quantitative methods and services for capital market products
  • Strong interest in economic analysis / financial data analysis / applied statistics
  • Knowledge of the financial markets and the banking industry
  • Leadership as well as proven project management skills
  • Excellent written and verbal communication skills
  • Relevant professional qualifications are a plus. e.g CFA/CQF/FRM/ERM/SCR/PRM/CPA

What Working At EY Offers

EY offers a competitive remuneration package commensurate with your work experience where you'll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements, where this may be needed, guided by our FWA Policy. Plus, we offer:

  • Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
  • Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

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Consulting - Financial Services Risk Management (FSRM) Associate

Makati City, National Capital Region ₱1200000 - ₱2400000 Y SGV & Co.

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About the job

Here at SGV, you'll have the chance to build a truly exceptional experience. We'll empower you with the latest technology, surround you with high-performing teams, and provide the global scale and diverse and inclusive culture you need to discover your full potential.

We are the only professional services organization who has a separate business dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory and transaction services.

As part of the SGV FSO - Financial Services Risk Management (FSRM) practice, you will experience a well-integrated broad array of capital and risk management services to financial institutions (e.g., banks, asset management, insurance, trust company, etc.). SGV FSRM engagements and services include Capital Management & Capital Adequacy, Capital Planning, Stress Testing, Recovery Planning, Credit Risk, Liquidity Risk, Valuations of Financial Instruments and Market Risk, Operational Risk and Resilience, Interest Rate Risk, Strategic Risk, Enterprise Risk, Structured Finance, Sustainable finance (Environmental, Social and Governance (ESG) Risk Management and Integration, Regulatory Compliance, and Financial Risk and Quantitative Advisory Services.

Job Summary

You will work as a consultant in our FSO-FSRM Advisory Department. You'll contribute to FS Risk Management engagements. You will work effectively as a team member sharing the responsibility, providing support, maintaining communication, and updating engagement senior team members on the progress of your project. You will develop valuable skills for your career. You'll be assigned to learn and master technical capabilities and expertise relevant to your engagements and your desired career path. You will execute technical and qualitative work ranging from excel calculations, report writing to intermediate programming. You'll also contributing to building valuable relationships with external clients and maintain close working relationship with internal peers. You will also work with tomorrow's business leaders and gain hands on best practice experience.

Your key responsibilities

As an Associate/Consultant within the FSRM, you will:


• Work effectively as a team member sharing the responsibility, providing support, maintaining communication, and updating engagement senior team members on progress.


• Contribute to the qualitative and quantitative consulting engagements such as capital planning and management, stress testing, model development, model validations for financial institutions, compliance & regulatory assessment, and/or valuations of financial instruments.


• Stay abreast of industry trends, regulatory changes, and best practices in capital and risk management.


• Contribute to FS Risk Management engagements by:


• Assisting in the management, assessment, and analysis of financial non-financial risks (Credit Risk, Market Risk, Operational Risk, Compliance Risk, Reputational Risk, Liquidity Risk, Interest Rate Risk

Management, and Strategic Risk) for clients in the banking, insurance, and asset management

sectors.


• Assist banks and financial institutions in their capital planning and adequacy process, conducting

stress testing, financial forecasting, and capital contingency planning.


• Conduct risk modeling, econometric, and statistical analysis using quantitative methods to evaluate market, credit, and operational risks.


• Assist banks and financial institutions in improving their processes (e.g., credit life cycle, trading,

asset-liability management, liquidity management, treasury management, derivatives management, transfer pricing etc.)


• Prepare reports and presentations that clearly communicate assessments and recommendations to clients and stakeholders.


• Participate in client meetings and contribute to the development of risk mitigation strategies.


• Assist in the design and execution of risk management training programs for clients and internal

teams.


• Support senior associates and managers in client engagements and project management activities.

Skills and attributes for success


• Strong analytical and problem-solving skills


• Business acumen and strategic thinking


• Excellent project management, facilitation, and interpersonal skills


• Willingness to learn and work independently with minimal supervision


• Effective time management and organizing skills


• Extensive knowledge/skills on MS PowerPoint, Word, Excel, and/or programming language (e.g., R, python, SAS, etc.)


• Strong written and verbal communication skills


• Dedicated, innovative, resourceful, and capacity to work under pressure to meet project deadlines

To qualify for the role, you must have:


• A university degree in Accounting, Economics, Finance, or other business and accounting-related courses


• Strong interest in financial analysis, economic analysis, or business services


• Project management skills


• Analytical skills: specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus


• Strong written and verbal communication skills and presentation skills


• Leadership, teamwork, and client service skills


• Demonstrated integrity within a professional environment

Ideally, you are:


• Able to speak (business proficient) in any of the following languages: Chinese, Japanese, Korean


• Willing to learn, able to work independently and a part of a team


• Willing to go on fieldwork, as necessary


• Willing to pursue learnings and/or certifications relevant to your competency and/or work (e.g., CPA, CFA, FRM, SCR, PRM, CMA, Masters, EY Badges, etc.)

What we offer:

SGV offers a competitive remuneration package where you'll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:


• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Our department heavily supports continuous improvement of our associates.


• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.


• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.


• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.

At SGV, we're all in to shape your future with confidence.

SGV | Building a better working world

2025 SyCip Gorres Velayo & Co. All Rights Reserved.

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Financial Services Associate

Taguig, National Capital Region ₱104000 - ₱130878 Y Fujitsu

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Job Description

Job description:

Responsibilities:

  • Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
  • Keen to details in performing the 2-way and 3-way matching of vendor invoices
  • Ensures Month-end deadlines are consistently met the deadline and with accuracy
  • Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
  • Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

  • Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
  • Graduate of Bachelor of Science in Accountancy
  • Proficient in MS Office
  • With excellent verbal and written communication skills
  • Willing to work on Philippine holidays
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Financial Services Representative

₱20000 - ₱26000 Y Stark Asia Solutions Inc.

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Financial Services Representative

Location: Cebu City

Work Setup: Onsite | Shifting Schedule

Shape Your Career in Customer Experience

Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.

Qualifications:

  • College graduate, or at least 2 years in college (with valid proof)
  • Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
  • Excellent communication skills in English, both verbal and written

What's in it for you:

  • Competitive salary package ranging from ₱20,000 – ₱26,000
  • 10% Night Differential pay
  • HMO coverage
  • Fixed weekends off to maintain work-life balance
  • Additional perks and continuous career growth opportunities
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Financial Services Specialist

Pasig City, National Capital Region ₱900000 - ₱1200000 Y Optimum Solutions Pte Ltd

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We Are Hiring: Specialist, Financial Services

An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.


About the Role

The Specialist, Financial Services will:

  • Operations Management
    : Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
  • Customer Support
    : Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
  • Stakeholder Collaboration
    : Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
  • Continuous Improvement
    : Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.


Qualifications

  • 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
  • Experience in handling loan or credit products is an advantage
  • Strong analytical, problem-solving, and communication skills
  • Proficiency in CRM tools, Microsoft Office Suite, and operational systems
  • Bachelor's degree in Business, Finance, or related field
  • Familiarity with Philippine financial regulations and compliance standards
  • Ability to work independently and collaboratively in a fast-paced environment


Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose

This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

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Officer, Financial Services

₱250000 - ₱500000 Y Travel + Leisure Co.

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Job Description

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

KEY RESPONSIBILITIES What does this position aim to do?

  • Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
  • Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
  • Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
  • Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
  • Performs other duties as needed

MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?

  • High school diploma or G.E.D. equivalent
  • Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
  • Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
  • Excellent problem-solving, and decision-making abilities
  • Detail-Oriented
  • Ability to work in a continually changing environment
  • Excellent communication skills
  • Strong interpersonal skills
  • Ability to interact with multiple levels of the organization
  • Strong work ethic with high level of integrity and ethics.
  • Collaborative and relational work style with proven success in a team environment
  • Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
  • Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
  • Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
  • In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
  • Working knowledge of Microsoft Word and Excel
  • Good math aptitude and strong ability to type
  • Two years customer service experience
  • Financial background is preferred

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

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Financial Services Representative

₱336000 Y HR TechX Corporation

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Overview

The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.

Responsibilities

  • Obtain and verify required client documentation and authorizations to process account updates and service requests.
  • Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
  • Submit requests to financial institutions or service providers for changes or updates related to client accounts.
  • Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
  • Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
  • Respond to inquiries from clients and internal departments within established service level standards.
  • Maintain accurate reporting and status tracking for client account updates and service requests.
  • Perform data entry and verification of client financial information in the department's system.
  • Provide support for special projects and other duties as assigned.

Qualifications

  • High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
  • Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
  • Strong attention to detail and accuracy in processing financial information.
  • General office skills, including document management, data processing, and client communications.
  • Strong written and verbal communication skills.
  • Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
  • Ability to quickly learn new processes, systems, and tools.
  • Willingness to work overtime as needed to meet client or business deadlines.

Job Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

  • Opportunities for promotion
  • Promotion to permanent employee

Work Location: In person

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Financial Services Consultant

Oregon, Davao Oriental ₱600000 - ₱1200000 Y AXA Philippines

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Join Our Team and Unlock Your Potential with CRUX Consultants PH

Ready to build a rewarding career while helping others secure their future? We're looking for passionate individuals to join our dynamic team of Financial Advisors.

How to be a Crux Financial Advisor:

Drive sales and achieve ambitious targets.

Deliver engaging and persuasive presentations to potential clients.

Provide exceptional service and build lasting relationships with your clients.

Actively participate in our ongoing training and development programs to stay at the top of your game.

Qualifications:

Prior sales experience is essential.

A Bachelor's degree in any field is welcome.

Strong technology, communication, and presentation skills.

An eagerness to learn, grow, and adapt.

An empathetic and client-focused approach to financial planning.

Ready to take the next step? Send us a message to apply and begin your journey to success

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Financial Services Consultant

₱600000 - ₱1200000 Y Ace Summit Life Insurance Agency Inc.

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