Workforce Planning Analyst jobs in Manila – Browse 65 openings on RoboApply Jobs

Workforce Planning Analyst jobs in Manila

Open roles matching “Workforce Planning Analyst” with location signals for Manila. 65 active listings on RoboApply Jobs.

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Airbnb, Inc. logo
Full-time|On-site|Manila, Philippines

Founded in 2007, Airbnb has transformed the way people travel, connecting over 5 million hosts with more than 2 billion guests in nearly every country around the world. Each day, our unique accommodations and enriching experiences foster authentic connections between guests and communities.Your Impact:The Workforce Management (WFM) Scheduler plays a crucial …

Mar 2, 2026
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Otter logo
Full-time|On-site|Manila, PHL

About UsAt Otter, we redefine the experience of food delivery for restaurateurs in the digital age. In a world where technology meets culinary passion, we empower restaurants globally—from iconic brands like Chick-fil-A to unique establishments like Eataly—to thrive in the online delivery landscape. Our innovative software enhances sales, minimizes order complications, and alleviates the challenges of delivery management. Role OverviewThe Workforce Management (WFM) Real-Time Analyst plays a pivotal role in ensuring optimal performance across Customer Support operations by monitoring and managing real-time metrics. This position is crucial in achieving service level goals, optimizing staffing resources, and swiftly addressing performance fluctuations throughout the day. Key ResponsibilitiesCreate and sustain accurate workforce forecasts and schedules informed by historical data and projected communication volumes across various channels.Continuously track real-time performance metrics, including call/chat/email volumes and service levels to ensure adherence to schedules.Analyze trends in customer support demand and proactively adjust staffing and resource allocations to enhance service delivery.Manage inbound queues effectively to ensure prompt responses to customer inquiries across multiple platforms.Work collaboratively with supervisors and managers to prioritize scheduling of breaks and meetings while ensuring adequate team coverage.Communicate adjustments in channel allocations based on real-time data to maintain a seamless customer service experience.Compile and analyze reports on key performance indicators (KPIs) to identify opportunities for improvement in team performance.Hold regular discussions with team members to review performance metrics and provide constructive feedback.Keep abreast of industry trends and best practices in workforce management to enhance operational processes.

Mar 25, 2026
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Indie Campers logo
Full-time|On-site|Manila

ABOUT US At Indie Campers, we are revolutionizing road travel by providing a seamless campervan Marketplace that makes road trips accessible to everyone. Our digital-first approach and commitment to customer satisfaction have allowed us to create an exceptional booking experience, delivering high-quality road trip adventures at competitive prices. With over one million nights rented through our travel platform, we've proudly hosted more than 300,000 travelers from 169 different countries. Our diverse offerings include short-term RV rentals, long-term campervan subscriptions, and even opportunities to purchase our vehicles. Our strong technological foundation fuels our exciting, challenging journey, and we are eager to expand our team with talented individuals who share our vision. THE ROLE As a Financial Planning and Analysis Analyst, you will play a pivotal role in shaping our operational, financial, and strategic decisions within a designated region. Your key responsibilities will encompass regular financial reporting, budgeting, forecasting, and in-depth financial analysis. Your insights will drive crucial business decisions, helping to identify actionable items and effectively framing the decisions that need to be made. You will be joining our Financial Planning and Reporting team, reporting directly to the Finance Director, and working closely with stakeholders across the organization. This role embodies our core values of "Work Hard with Integrity" and "Be Humble," along with our operating principles of "Bring structure and clarity to everything we do," "Operate with High Standards," and "Make it Possible as a Team." WHAT WILL YOU WORK ON? Prepare and analyze monthly, quarterly, and annual financial reports. Develop and maintain financial models for forecasting and budgeting. Conduct variance analysis and provide insights on financial performance. Collaborate with accounting and controlling to ensure the accuracy of financial records. Support strategic decision-making through financial analysis and reporting. Identify trends and provide recommendations for cost optimization. Assist in the development and implementation of financial policies and procedures. Coordinate with the company’s stakeholders to gather necessary data for financial analysis.

Mar 27, 2026
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Tala logo
Full-time|Remote|Manila

About TalaTala is at the forefront of revolutionizing financial services by merging cutting-edge technology with innovative human insights to address the limitations of traditional financial institutions. As a global leader in financial infrastructure, our mission is to unlock the economic potential of the majority worldwide, acknowledging that the existing financial systems often fail to meet the needs of most individuals.We proudly stand as the first and only platform that integrates the intelligence of a credit bureau, the execution capabilities of a fintech, and the relational expertise of a banking institution into a cohesive, vertically integrated solution. Our platform is fortified by a vast array of proprietary data and AI/ML decision-making technologies, enabling us to provide instant and tailored liquidity solutions for our customers. Through our flagship credit application, we have successfully disbursed over $7 billion in credit to more than 12 million customers across Latin America, Southeast Asia, and East Africa. Our customers have utilized Tala’s offerings to launch and grow small businesses, manage everyday expenses, and achieve their financial aspirations.Our groundbreaking efforts and demonstrable impact have garnered us ongoing recognition, including:- Recognition in CNBC’s Disruptor 50 for five consecutive years.- Inclusion in CNBC’s World's Top Fintech Companies for two years in a row.- Placement in Forbes’ Fintech 50 list for nine consecutive years.Visionary investors, motivated by the economic empowerment of the global majority, have entrusted Tala with over $500 million in equity and debt for its growth.With a globally distributed team, we embrace a remote-first work philosophy, operating from office hubs in Santa Monica, CA (HQ); Nairobi, Kenya; Mexico City, Mexico; Manila, Philippines; and Bangalore, India.Most of our team members, affectionately known as Talazens, join us because they resonate with our mission. If you’re excited about the impact you can create at Tala, we welcome your application!About the RoleAre you a driven, detail-oriented professional with a passion for analytics and problem-solving? We are looking for a dedicated Financial Analyst to join our Corporate Planning team within Strategic Finance.In this pivotal role, you will contribute significantly to our financial strategy and decision-making by delivering essential analysis and reporting. You will work collaboratively across Finance and various business units to enhance processes, identify opportunities for efficiency, and reinforce our financial controls and reporting practices.You will report directly to the Director of Global Corporate Planning.The ideal candidate thrives in an autonomous environment, is eager to learn, enjoys working with numerical data, and can identify potential opportunities for improvement.

Aug 11, 2025
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Eucalyptus logo
Full-time|On-site|Manila, Manila, Philippines

Join Eucalyptus as a Global Workforce Management (WFM) Specialist and play a pivotal role in optimizing our workforce strategies across various regions. You will be responsible for analyzing workforce trends, implementing efficient scheduling processes, and ensuring that our staffing needs align with business objectives. As a key member of our team, you will collaborate with different departments to enhance productivity and employee satisfaction.

Mar 30, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPP MediaWPP is the trusted growth partner for the world’s leading brands. We leverage exceptional talent, reliable data, and strategic partnerships through our cutting-edge marketing platform, WPP Open, to help clients navigate change, seize opportunities, and achieve transformational growth.WPP Media, WPP's AI-driven media operating unit, integrates media, data, and partnerships to provide creative personalization at scale. Utilizing WPP Open and powered by Open Intelligence, we ensure clients understand exactly where, how, and why their media investments are effective.For more information, visit wppmedia.com.

Mar 26, 2026
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Tala logo
Full-time|Remote|Manila

Join Tala as a Senior Shared Services Lead!At Tala, we're revolutionizing the financial landscape by harnessing cutting-edge technology and innovative thinking to address the shortcomings of traditional financial institutions. Our mission is to empower the global majority by providing accessible financial solutions that cater to the needs of underserved populations.As a pioneer in the financial technology sector, Tala uniquely combines the analytical capabilities of a credit bureau, the seamless transaction processes of fintech, and the personalized service of a banking institution into a single, integrated platform. Backed by a robust set of proprietary data and advanced AI/ML decision-making technologies, we deliver tailored liquidity solutions instantly. Our flagship credit application has successfully facilitated over $7 billion in credits to more than 12 million clients across Latin America, Southeast Asia, and East Africa, aiding them in launching and growing small businesses, managing daily expenses, and achieving their financial aspirations.Our groundbreaking impact has garnered us consistent accolades, including:- Five-time inclusion in CNBC’s Disruptor 50.- Recognition as one of CNBC’s World’s Top Fintech Companies for two consecutive years.- Nine-time listing in Forbes’ Fintech 50.With investment commitments exceeding half a billion dollars, we are primed for continued growth and success.Operating on a remote-first model, our team is spread across various office hubs including Santa Monica, CA (HQ); Nairobi, Kenya; Mexico City, Mexico; Manila, the Philippines; and Bangalore, India.If you resonate with our mission and are excited about making a significant impact, we encourage you to apply!Role OverviewThe Senior Shared Services Lead will be instrumental in driving operational excellence and strategic workforce management within Shared Services, specifically overseeing Customer Care and Recoveries operations. This role encompasses ensuring optimal staffing, real-time performance monitoring, and generating actionable insights to facilitate rapid business decisions. The Senior Lead will also mentor Workforce Management specialists, enhance intraday reporting, and enforce structured metrics and processes across various teams.

Mar 17, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

Join WPP Media as a Senior Associate in Planning, where you will play a vital role in shaping innovative strategies that drive growth for our clients. In this dynamic position, you will collaborate with cross-functional teams, leveraging data-driven insights to create impactful media solutions.Your Role:Analyze market trends and client needs to develop effective planning strategies.Work closely with creative teams to ensure the execution of campaigns aligns with strategic objectives.Utilize analytics tools to measure success and optimize media performance.About WPP Media:WPP is a leader in creative transformation, striving to harness creativity for a better future across all facets of society. As WPP's global media collective, WPP Media unites the best talents, platforms, and partnerships to create unparalleled opportunities for growth. Discover more at wppmedia.com.Our culture is built on shared core values that inspire us to excel and foster exceptional experiences:Be Extraordinary by Leading Collectively to Inspire Transformational Creativity.Create an Open environment by Balancing People and Client Experiences through Cultivating Trust.Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise.

Feb 5, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPPWPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions, and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity, and deliver transformational growth. For more information, visit WPP.com.About WPP MediaWPP Media is WPP’s global media collective. In a world where media is omnipresent, we bring together the best platforms, people, and partners to create limitless opportunities for growth. At WPP Media, we are dedicated to fostering a culture that empowers our people and elevates exceptional experiences for our clients. We uphold the shared core values of WPP and WPP Media:Be Extraordinary by Leading Collectively to Inspire Transformational Creativity.Create an Open environment by Balancing People and Client Experiences through Cultivating Trust.Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise.About EssenceMediacom: A Leading WPP Media BrandEssenceMediacom represents a new breed of media agency, grounded in analytics and insights, and powered by data and technology. We harness the power of media and creativity to drive breakthroughs for the world’s best brands, helping our clients navigate the complexities of modern marketing to achieve consumer engagement. We are designed for the new communications economy, built on data and technology, and structured for people-centric solutions.

Feb 27, 2026
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AdAsia Holdings logo
Full-time|On-site|Manila

PurposeTransform insights into actionable strategies. By delving into client objectives, audience behaviors, and market trends, you leverage AI and data to identify patterns and opportunities. You design campaigns that are innovative, intelligent, and impactful, ensuring each proposal serves a clear purpose.ResponsibilitiesUtilize AI and analytics to uncover valuable insights regarding audiences, competitors, and cultural trends.Develop comprehensive, data-driven strategies that guide campaigns from inception to execution.Translate insights into actionable strategies that can be effectively implemented by creative teams.Collaborate closely with team managers, sales, and account managers to ensure alignment.Present strategies and insights to clients, becoming their primary resource for strategic guidance.QualificationsExceptional analytical skills with an ability to translate data into strategic actions.Proficient in using AI tools for research, audience insights, and trend analysis.Strong understanding of digital, social, and influencer media landscapes.Excellent communication and presentation skills, with confidence in articulating complex ideas.A strategic mindset coupled with a creative flair, able to challenge existing ideas and inspire new ones.Highly organized and collaborative, capable of managing multiple campaigns effectively.BenefitsCompetitive salary package.Biannual performance reviews.Performance-based bonuses.Annual paid leave.Leave options for marriage, parenting, and compassionate reasons.Quarterly and annual MVP awards with prizes up to $8,000.Company-provided laptop.Engaging and dynamic professional work environment.

Mar 3, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPP Media WPP is a creative transformation company leveraging the power of creativity to forge better futures for our people, our planet, clients, and communities. To learn more, please visit wpp.com. WPP Media stands as WPP’s global media collective. In a landscape saturated with media, we unite the best platforms, talented individuals, and partners to unlock boundless growth opportunities. Discover more at wppmedia.com. At WPP Media, we champion the significance of our culture and our people. This ethos empowers us to provide extraordinary experiences for our clients and each other. In this pivotal role, you will embody WPP and WPP Media’s core values: Be Extraordinary by Leading Collectively to Inspire Transformational Creativity.

Feb 5, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPP Media WPP is a leading creative transformation company that harnesses the power of creativity to forge better futures for our people, our planet, our clients, and the communities we serve. Discover more at wpp.com. WPP Media represents WPP’s global media collective. In a universe where media permeates every aspect of our lives, we unite the best platforms, talents, and partners to create limitless opportunities for growth. For additional insights, visit wppmedia.com. At WPP Media, we value the strength of our culture and the contributions of our people. This foundation empowers us to deliver extraordinary experiences, both for our clients and within our teams. In this role, embracing WPP and WPP Media’s shared core values will be essential: Be Extraordinary by Leading Collectively to Inspire Transformational Creativity. Create an Open environment by Balancing People and Client Experiences through Cultivating Trust. Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise. About EssenceMediacom: A Leading WPP Media Brand EssenceMediacom is an innovative media agency that blends analytics, insights, data, and technology to unlock transformative potential for the world’s most esteemed brands. We guide clients through the complexities of modern marketing, helping them uncover the breakthroughs necessary to connect with their consumers effectively. Our approach is tailored for the new communications economy—rooted in data and technology, designed for people and algorithms, and focused on diverse perspectives to learn and evolve at scale. Role Summary and Impact The Senior Manager will collaborate closely with the Digital Associate/Director, teams, and clients to define strategy scopes and recommend approaches for digital projects and campaigns across assigned accounts, overseeing their execution.

Feb 5, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPPWPP is the preferred partner for growth among the world's top brands. We combine innovative media intelligence and data solutions, exceptional creativity, advanced production, transformative enterprise solutions, and expert strategic advice into one organization—driven by outstanding talent and our powerful marketing platform, WPP Open. Our mission is to assist clients in navigating change, seizing opportunities, and achieving remarkable growth. For more details, visit WPP.com.About WPP MediaWPP Media is WPP's global media collective, dedicated to harnessing the omnipresence of media to create exceptional growth opportunities. For further information, please visit wppmedia.com.We believe in the strength of our culture and the value of our people, enabling us to deliver remarkable experiences for our clients and each other. In this role, embracing the shared core values of WPP and WPP Media is essential:Be Extraordinary by Leading Collectively to Inspire transformational Creativity.Foster an Open environment by Balancing People and Client Experiences through Cultivating Trust.

Mar 10, 2026
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Indie Campers logo
Full-time|On-site|Manila, Manila, Philippines

ABOUT US At Indie Campers, we strive to bring the joy of road tripping to everyone. As a leading campervan marketplace, our digital-first and customer-centric approach has enabled us to create a seamless booking experience and deliver high-quality road trips at competitive prices. With over a million nights booked across our platform, we take pride in serving over 300,000 travelers from 169 countries. Our offerings include short-term RV rentals, long-term campervan subscriptions, and even the opportunity to purchase one of our vehicles.Our technology-driven environment presents both exciting challenges and rewarding opportunities, and we’re looking for passionate individuals to join our expanding team and contribute to our mission. THE ROLE As a Financial Planning and Analysis Associate, you will play a crucial role in guiding operational, financial, and strategic decisions for our organization. Your primary responsibilities will involve conducting regular financial reporting, budgeting, forecasting, and in-depth financial analysis. Your insights will directly influence business decisions, helping to identify actionable items and effectively framing the necessary decisions.You will become part of our Financial Planning and Reporting team, reporting to the Finance Director while collaborating closely with various stakeholders across the company. Your role will reflect our core values of “Work Hard with Integrity” and “Be Humble,” along with our guiding principles such as “Bring Structure and Clarity to Everything We Do” and “Make it Possible as a Team.” WHAT WILL YOU WORK ON? Generate and analyze monthly, quarterly, and annual financial reports. Build and maintain financial models for accurate forecasting and budgeting. Conduct variance analyses to offer insights into financial performance. Collaborate with accounting and controlling teams to ensure accurate financial records. Support strategic decision-making through insightful financial analysis and reporting. Identify trends and recommend strategies for cost optimization. Assist in developing and implementing financial policies and procedures. Coordinate with stakeholders to gather essential data for comprehensive financial analysis.

Mar 27, 2026
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Who Gives A Crap logo
Full-time|Remote|Manila, Philippines (Remote)

Are you ready to lead the charge in creative operations and resource planning at Who Gives A Crap? We are looking for a dynamic and innovative individual to manage our creative processes and resource allocation. As a key player in our team, you will ensure that our creative projects are executed efficiently and effectively while maintaining our commitment to sustainability and social responsibility.

Apr 7, 2026
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WPP Media logo
Full-time|On-site|Manila, Philippines

About WPPWPP stands as the ultimate growth partner for the world’s premier brands. We integrate cutting-edge media intelligence, data-driven solutions, world-class creativity, next-generation production capabilities, transformative enterprise solutions, and expert strategic counsel all under one roof. Powered by exceptional talent and our innovative marketing platform, WPP Open, we assist our clients in navigating change, seizing opportunities, and achieving transformational growth. For more information, visit WPP.com.About WPP MediaWPP is the creative transformation company, harnessing the power of creativity to forge better futures for our people, our planet, our clients, and our communities. WPP Media represents WPP’s global media collective. In a world where media permeates every aspect of life, we unite the best platforms, people, and partners to create boundless opportunities for growth. For additional information, visit wppmedia.com.At WPP Media, we are deeply committed to the strength of our culture and our people, which empowers us to create exceptional experiences for our clients and one another. In this role, embracing WPP and WPP Media’s shared core values is essential:Be Extraordinary by Leading Collectively to Inspire Transformational Creativity.Create an Open environment by Balancing People and Client Experiences through Cultivating Trust.Lead Optimistically by Championing Growth and Development to Mobilize the Enterprise.GENERAL DESCRIPTIONThe Senior Associate – Influencer Content Planning will play a pivotal role in executing and optimizing content and influencer marketing strategies, effectively translating client needs into impactful campaigns. This position actively contributes to the digital business growth of WPP Media agencies by applying established best practices, refining processes, and showcasing increasing independence in campaign management and strategic input.

Mar 3, 2026
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Fiscal.ai logo
Contract|$1.2K/mo - $1.5K/mo|Remote|Manila, Metro Manila, Philippines

Location: Manila, Metro Manila, PhilippinesContract type: Independent ContractorCompensation: $1,200 – $1,500 USD per month (₱70,000 – ₱90,000 PHP)Schedule: Monday to Friday, 9:00 AM – 5:00 PM EDT/EST Fiscal.ai develops a research and data platform for the capital markets, combining a research terminal with modern APIs. Headquartered in Toronto and backed by $13M in venture funding, the company serves thousands of customers and millions of end-users. Fiscal.ai aims to set new standards for financial data companies in the AI era. Role overview The Equity Analyst (KPI) - Contractor role centers on analyzing and compiling financial data from publicly listed companies. This position focuses on tracking and interpreting key performance indicators to generate insights into company performance. The analyst will help maintain the accuracy of Fiscal.ai’s database, respond to customer data requests, and contribute to new product initiatives related to financial data and analytics. A strong background in finance and accounting, especially in financial reporting and equity analysis, is important for success in this role. Key responsibilities Analyze and compile financial data from publicly listed companies, with an emphasis on monitoring and interpreting KPIs. Update the database on a quarterly reporting schedule to ensure data integrity. Process customer data requests efficiently. Review and update company data in response to changes in financial reporting. Develop standardized KPI frameworks for various industries. Support the launch of new Fiscal.ai data initiatives.

Apr 29, 2026
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Encora logo
Contract|Hybrid|Manila

Encora is hiring a Data Quality Analyst in Manila. This role focuses on analyzing data, implementing automation, and applying Angular expertise to strengthen data analysis and reporting. The work supports better data workflows and helps teams make informed decisions. What you will do Create detailed test cases based on business requirements to ensure data quality. Perform data quality checks during ad-hoc data extraction tasks. Test data outputs promptly to meet service level agreements (SLA). Work with Data Analysts and Project Management Officers to gather and analyze requirements for test case development. Support peer reviews of data outputs before user acceptance testing (UAT). Keep quality assurance documentation and artifacts organized for future use. Run data testing on outputs from Data Analysts using SQL. Contribute to a collaborative team atmosphere. Join daily stand-up meetings to share updates and discuss challenges. Requirements 3 to 5 years of experience in Quality Assurance, including knowledge of testing methodologies, terms, and concepts. Strong SQL skills. Hands-on experience with Google Data Studio, Google Sheets, and Excel. Familiarity with Google BigQuery, Tableau, Power BI, and Metabase is preferred. Experience with Hadoop or other Big Data tools is a plus. Knowledge of JIRA and Confluence is an advantage.

Apr 29, 2026
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Okta, Inc. logo
Full-time|On-site|Manila, Philippines

About the Role Okta, Inc. is looking for a Sales Compensation Analyst based in Manila, Philippines. This role supports the design and analysis of sales compensation plans that align with company goals. The analyst works closely with teams across the business to provide data-driven insights and detailed reports that inform compensation strategies. What You Will Do Analyze sales compensation data to support plan design and effectiveness Prepare reports and presentations for leadership and stakeholders Collaborate with cross-functional teams to gather and interpret relevant data Help ensure compensation plans remain competitive and motivating for sales teams Location This position is based in Manila, Philippines.

Apr 17, 2026
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d2b-1 logo
Full-time|From PHP 100K/yr|Remote|Remote — Manila, Metro Manila, Philippines

Position: Credit Analyst / Loan ProcessorSalary: Up to ₱100,000+ PHP (Final salary is determined based on the candidate’s skills and experience.)Working Hours: FlexibleWork Setup: Fully RemoteHolidays: Observance of New Zealand Public Holidays.About Our ClientOur client is a leading Australian mortgage brokerage committed to delivering strategic financial solutions tailored for a wide range of residential and investment needs. With a focus on a high-growth environment, the firm fosters a supportive and 'toxic-free' culture that emphasizes long-term professional growth alongside operational excellence. Utilizing cutting-edge industry tools and streamlined workflows, the team ensures efficient loan processing and an exceptional client experience in the Australian property market.About the RoleAs a Credit Analyst and Loan Processor, you will oversee the entire mortgage process, from initial financial assessments and serviceability calculations to final loan submissions. You will evaluate intricate income structures, adhere to 'Best Interests Duty' (BID) guidelines, and proactively handle lender inquiries to achieve timely approvals. This role is ideal for highly analytical professionals adept at navigating the complexities of Australian lending policies while communicating effectively with brokers, lenders, and clients.Key Responsibilities1. Financial Analysis & Credit AssessmentIncome Verification: Assess complex income scenarios, including PAYG (base, overtime, bonuses, commissions) and self-employed financial documentation (Tax Returns and Financial Statements).Serviceability Calculations: Employ lender-specific calculators (e.g., CBA, NAB, Westpac, ANZ, Macquarie) and tools like Quickli to ascertain maximum borrowing limits.Liability Management: Scrutinize Credit Reporting (CCR) and bank statements to verify existing liabilities, including home loans, personal loans, and credit cards.Complex Scenarios: Structure transactions involving multiple investment properties, equity releases (cash-outs), and intricate arrangements like SMSF or Trusts.2. Loan Processing & LodgmentData Entry: Accurate data entry into CRM platforms such as Salestrekker/Pipedrive and submission via ApplyOnline or lender portals.Compliance & Documentation: Prepare and review credit guides, initial checklists, and Product Comparison emails to ensure compliance with all 'Best Interests Duty' (BID) requirements.

Mar 11, 2026

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