Home-Based Financial and Sales Assistant

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Number of Openings: 1 Job Description The DCX Financial & Sales Assistant will work as a full-time employee for a growing business based in the United States. You will support our Senior Underwriter in managing a high volume of client interactions for our lending business. Our company provides financing solutions to small and mid-sized businesses awaiting their tax credits from the IRS and US state agencies. The Senior Underwriter currently handles multiple new deals each day, most of which require extensive document collection and financial analysis before deals are approved or declined. This role will focus on managing new client interactions, collecting documents, processing financial statements, and servicing the existing portfolio of borrowers. The ideal candidate excels in multitasking, responsiveness, and attention to detail. The ideal candidate will be Self-motivated Highly skilled communicator Problem analysis and problem-solving skills A passion for the field of accounting Well-structured and well organized A strong multitasker Able to think on their feet and "out-of-the-box" Execute tasks and listen to guidance Superior attention to detail and accuracy Ability to review/cross-check own work for correctness; Use of “checks and balances” Is very intuitive with computers and learning various software Role Details Industry: Finance Work Shift: 8:00 AM - 5:00 PM EST (USA) Workdays: Monday through Friday (USA) Written and spoken English skills: Very Proficient Salary Range: PHP 45,000-50,000 Job Responsibilities Respond to client inquiries promptly and professionally. Process and organize financial documents, ensuring compliance. Complete checklists accurately and on time. Compile and analyze financial statements, including EBITDA calculations. Service and monitor a portfolio of client accounts. Administrative assistance Management Reporting Qualifications: At least 1-3 years of prior Accounting or Finance experience strongly preferred. Proficiency in financial software and Microsoft Office Suite (Excel, Word, Outlook). Strong responsiveness and ability to prioritize client needs. Timeliness in completing tasks and meeting deadlines. Ability to multitask in a fast-paced environment. High attention to detail for financial documentation accuracy. About DCX DCX is a leading BPO that supports growth minded small and medium sized businesses in the United States. If you're interested in working with some of the fastest growing companies in the USA, we're excited to have you apply! To our customers, we promise that we will help them focus on their most important goals by providing superior back-office services. We bring a mindset of quick response, attention to detail, and innovative ideas to all that we do for our customers. To our team members, we promise to be a company that is, first and foremost, dedicated to our employees. We aim to be a compassionate organization that looks after everyone's well-being through generous salaries, empathetic management, and growth oriented training. We are always looking to offer perks in addition to pay, including work-from-home opportunities, travel allowances, meals, and more. We look forward to receiving your application and getting to know you better! If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! DCX is an industry leading, offshore BPO company. We help ambitious US businesses grow and scale by equipping them with highly trained global talent, designed to help them overcome hiring challenges and add that much-needed layer of support for their team.