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FINANCIAL SERVICES

CREATE CAPACITY TO

take on more work

Dedicated offshore financial services specialists who carry the processing, analysis and compliance load, so your onshore team can stay on clients, credit decisions and growth.
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Insurance Website Hero Image
FINANCIAL SERVICES

create capacity to

TAKE ON MORE WORK

Insurance Website Hero Image
Dedicated offshore financial services specialists who carry the processing, analysis and compliance load, so your onshore team can stay on clients, credit decisions and growth.
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300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
ROLES WE STAFF

Financial Services roles we can fill for you

Whether you're cutting costs, adding capability, or freeing up your core team, we build you a dedicated support function of pre-vetted specialists who have financial services back-office experience.
Mortgage / Loan VA

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✔ Gathers client loan documents 

✔ Verifies applicant income information 

✔ Communicates with loan underwriters  

✔ Schedules client broker appointments 

✔ Updates client database records 

Credit Analyst


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✔ Reviews borrower financial statements 

✔ Assesses overall credit risk

✔ Calculates debt income ratios

✔ Evaluates loan repayment capacity 

✔ Recommends final credit terms
Claims Processor


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✔ Verifies policy coverage 

✔ Submits electronic claims  

✔ Investigates denied claims 

✔ Resolves billing coding errors 

✔ Tracks claim payment status  
Tax Accountant

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✔ Prepares preliminary tax returns 

✔ Gathers client financial documentation 

✔ Reconciles general ledger accounts 

✔ Ensures local tax compliance

✔ Assists with monthly close
Financial Analyst

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✔ Analyzes corporate financial data

✔ Builds revenue forecasting models

✔ Prepares performance dashboards

✔ Conducts budget variance analysis 

✔ Generates strategic financial reports
More Roles We Staff
Common support functions we build teams around

Paraplanner

Loan Processor

Client Services Officer

Credit Officer

Bookkeeper

Accounts Administrator

Payroll Officer

Admin Support

Looking for a role that isn't listed?


These are the functions financial services firms ask for most, but the model isn't fixed. Tell us where your team is stretched and we'll build the support around what your onshore people actually work on.

ROLES WE STAFF

Financial Services roles we can fill for you

Whether you're cutting costs, adding capability, or freeing up your core team, we build you a dedicated support function of pre-vetted specialists who have financial services back-office experience.
Credit Analyst

Woman_posing_in_navy_blazer_202608111053_bg removed 1

  • Reviews borrower financial statements 

  • Assesses overall credit risk 

  • Calculates debt income ratios 

  • Evaluates loan repayment capacity 

  • Recommends final credit terms 

Mortgage / Loan VA

Man_posing_with_crossed_arms_202608111053_bg removed 1

  • Gathers client loan documents 

  • Verifies applicant income information 

  • Communicates with loan underwriters  

  • Schedules client broker appointments 

  • Updates client database records 

Claims Processor

Woman_posing_for_corporate_portrait_202608111053_bg removed 1

  • Verifies policy coverage 

  • Submits electronic claims  

  • Investigates denied claims 

  •  Resolves billing coding errors 

  •  Tracks claim payment status  

Financial Analyst

Man_with_glasses_posing_202608111052_bg removed 1

  • Analyzes corporate financial data 

  • Builds revenue forecasting models 

  • Prepares management performance dashboards 

  • Conducts budget variance analysis 

  • Generates strategic financial reports 

Tax Accountant

Woman_posing_in_olive_blazer_202608111052_bg removed 1

  • Prepares preliminary tax returns 

  • Gathers client financial documentation 

  • Reconciles general ledger accounts 

  • Ensures local tax compliance 

  • Assists with monthly close 

More finance services roles we staff
Common support functions we build teams around.

Paraplanner

Loan Processor

Client Services Officer

Credit Officer

Bookkeeper

Accounts Administrator

Payroll Officer

Admin Support

Looking for a role that isn't listed?

These are the functions financial services firms ask for most, but the model isn't fixed. Tell us where your team is stretched and we'll build the support around what your onshore people actually work on.

HOW IT WORKS

Offshore that works. Real leverage.

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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.

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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.

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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.

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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.

DATA YOU CAN TRUST US WITH

Your client data stays protected

Financial services teams handle credit files, tax records and client financial data every day. We run ISO 27001 certified, supervised workspaces, so security is never the trade-off for capacity.
ISO 27001

Certified secure workspaces

97%

Retention keeps knowledge in-house

Fortune 100

Best Workplaces in SE Asia

6-month

Replacement guarantee

DATA YOU CAN TRUST US WITH

Your client data stays protected.

Financial services teams handle credit files, tax records and client financial data every day. We run ISO 27001 certified, supervised workspaces, so security is never the trade-off for capacity.
ISO 27001

Certified secure workspaces

97%

Retention keeps knowledge in-house

Fortune 100

Best Workplaces in SE Asia

6-month

Replacement guarantee

LET'S TALK

READY TO GIVE YOUR team TO BREATHE?

Tell us where your team is stretched. We'll map the roles, the costings, and the timeline, no lock-in required.
LET'S TALK

READY TO GIVE YOUR BROKERAGE ROOM TO BREATHE?

Tell us where your team is stretched. We'll map the roles, the costings, and the timeline, no lock-in required.