Financial Services Manager

3 weeks ago


San Francisco, California, United States Jocsoncollege Full time

About Jocson College
As a leading institution in the education sector, Jocson College is committed to providing its students with the best possible learning experience. Our company culture values innovation, teamwork, and customer satisfaction.

Job Summary
We are seeking a highly skilled Financial Services Manager to join our team at ORIX METRO Leasing and Finance Corporation. The successful candidate will be responsible for managing day-to-day transactions and accounts, monitoring existing accounts, and preparing financial packages and credit reports.

Responsibilities

  • Responsible for the day-to-day transaction and account management, monitoring of existing accounts.
  • Prepares Financial Packages and Credit Reports for existing accounts subject to yearly renewal.
  • Evaluates and analyzes Financial Statements.
  • Evaluates client's financial capacity based on submitted documents.
  • Conducts qualitative analysis of the creditworthiness of potential or existing borrowers.
  • Directs and supervises all loan documentation, loan management, loan pricing, sales, and marketing.
  • Generation of Loan Assets through product development involving product conceptualization, documentation, pricing, sales, and marketing.
  • Ensures that all loan accounts conform to the regulations set forth by the BSP, the Bank, and other regulatory groups.
  • Monitors maturing PNs for existing accounts.
  • Requests CI for existing accounts subject to yearly renewal.

Requirements
The ideal candidate must possess at least a Bachelor's/College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree, Professional License (Passed Board/Bar/Professional License Exam) in Business Studies/Administration/Management, Finance, or Marketing. Fresh graduates/entry level specializing in Sales - Financial Services (Insurance, Unit Trust, etc.) or equivalent are encouraged to apply. Required skills include Sales and Marketing, Finance, Upsell, Customer Service, and ability to work on-site.

Estimated Salary Range
$35,000 - $50,000 per year, depending on experience and qualifications.



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