AI-Enhanced Loan Assessor

Cloudstaff; Philippines; Remote; PHP 350,000 - 550,000; Full time

Job summary

Cloudstaff in the Philippines is seeking an Analyst to validate loan applications with AI-assisted tools, review large volumes of applications, and maintain professional customer communications. The role supports reporting in the CRM and email management, interfacing with an Australian Financial Services client.

The ideal candidate has an undergraduate or postgraduate degree, 2 years of analyst experience, strong communication skills, and proficiency in Excel, Google Suite, and Salesforce.

Qualifications

• Undergraduate or postgraduate degree preferred.
• 2 years of analyst experience in an Australian Financial Services company.
• Customer service experience (not extensive).
• Advanced verbal and written communication skills with some proven customer service experience.
• High attention to detail with ability to work under pressure and deliver high quality results.

Responsibilities

• Validate loan applications with AI-assisted checks to ensure eligibility.
• Review a large volume of system-verified loan applications accurately and efficiently.
• Manage customer communications in a timely and professional manner.
• Assist with reporting outcomes into the CRM and manage the email inbox.

Skills

Analyst experience

Attention to detail

Strong communication

Customer service

Excel

Google Suite

Salesforce

CRM software

Education

Undergraduate or postgraduate degree

Tools

Salesforce

CRM systems

Job description

Cloudstaff in the Philippines is seeking an Analyst to validate loan applications with AI-assisted tools, review large volumes of applications, and maintain professional customer communications. The role supports reporting in the CRM and email management, interfacing with an Australian Financial Services client.

The ideal candidate has an undergraduate or postgraduate degree, 2 years of analyst experience, strong communication skills, and proficiency in Excel, Google Suite, and Salesforce.