Credit Analyst
Works through the numbers behind each application so your team can make the call.
What they handle
- Assesses overall credit risk
- Calculates debt income ratios
- Reviews borrower financial statements
Mortgage/Loan VA
Keeps loan files complete and moving between your clients and the underwriters.
What they handle
- Gathers client loan documents
- Verifies applicant income information
- Communicates with loan underwriters
Claims Processor
Gets claims lodged, followed up and off your team's desk.
What they handle
- Verifies policy coverage
- Submits electronic claims
- Investigates denied claims
Financial Analyst
Turns your financial data into forecasts and reports you can act on.
What they handle
- Analyzes corporate financial data
- Builds revenue forecasting models
- Prepares performance dashboards
Tax Accountant
Does the groundwork for tax time, from client documents to draft returns.
What they handle
- Prepares preliminary tax returns
- Reconciles general ledger accounts
- Gathers client financial documentation
More financial services roles we staff
- Paraplanner
- Loan Processor
- Client Services Officer
- Credit Officer
- Bookkeeper
- Accounts Administrator
- Payroll Officer
- Admin Support
What would your team cost?See the offshore cost of each role in our salary calculator. Role not listed? We can build it.
Calculate my team costCredit Analyst
Works through the numbers behind each application so your team can make the call.
What they handle
- Assesses overall credit risk
- Calculates debt income ratios
- Reviews borrower financial statements
Mortgage/Loan VA
Keeps loan files complete and moving between your clients and the underwriters.
What they handle
- Gathers client loan documents
- Verifies applicant income information
- Communicates with loan underwriters
Claims Processor
Gets claims lodged, followed up and off your team's desk.
What they handle
- Verifies policy coverage
- Submits electronic claims
- Investigates denied claims
Financial Analyst
Turns your financial data into forecasts and reports you can act on.
What they handle
- Analyzes corporate financial data
- Builds revenue forecasting models
- Prepares performance dashboards
Tax Accountant
Does the groundwork for tax time, from client documents to draft returns.
What they handle
- Prepares preliminary tax returns
- Reconciles general ledger accounts
- Gathers client financial documentation
More financial services roles we staff
- Paraplanner
- Loan Processor
- Client Services Officer
- Credit Officer
- Bookkeeper
- Accounts Administrator
- Payroll Officer
- Admin Support
What would your team cost?See the offshore cost of each role in our salary calculator. Role not listed? We can build it.
Calculate my team cost
Understanding what you are solving for
We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.
Finding the right talent
Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.
Full support for you and your staff
A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.
Get real offshore value
We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.
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