Transaction Specialist

Location: Philippines
Work Arrangement: Work from home
Work Hours:
8 AM – 5 PM Pacific Standard Time, follows Philippine holidays

The Role:

As a Transaction Specialist, you need to accurately process B2C/retail, B2B URD, and send transactions within the designated time frames including the follow-up of pending transactions ensuring follow-up to completion. This role is a detail-oriented, technology-enabled, customer service function.

Essential Functions:

  • Process all transaction types within the established measurement of success
  • Conduct transaction follow up, by email and outbound calls as noted in the transactions’ respective process while documentation key points of conversations in Salesforce
  • Initiate and complete retention calls for all sell transactions, distributions, and transfer outs
  • Manage all email boxes
  • Answer incoming calls from internal and external clients as needed
  • Manage weekly number reporting and metrics
  • Initiate changes to processes, checklists, procedures, and forms when changes occur or are warranted
  • Contribute to the completion of quarterly big rock project
  • Provide training to new teammates preparing them for their role
  • Manage training to deepen the operations infrastructure
  • Maintain transactions desk manual


  • A Bachelor’s degree in the related field preferred
  • Minimum 2 years in transactional data entry
  • Experience in either self-directed IRA real estate transactions; real estate loan processing or title company escrow with an emphasis on real estate vesting, deeds, or HUDs
  • Experience in business banking with emphasis on operating agreements and articles of organization
  • Experience in a multi-client environment
  • Strong computer aptitude, which includes expertise with Microsoft 365 applications
  • Strong organization, oral and written communication skills
  • Speaks and writes clearly and articulately without being overly verbose and talkative Maintains this standard in all forms of written communication, including email
  • Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship
  • Approach problems or differences of opinion with internal clients in a professional, and respectful solution-based manner
  • Analytical skills with particular attention to detail
  • Aptitude in data management, analytics, reporting preparation
  • Ability to function in an autonomous environment—independent worker, self-directed

Apply Now!

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