14 Loan Origination jobs in Pakistan
Financial Services Representative
Posted 3 days ago
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Lakeshore Financial Group • Madison , WI , US
Posted 3 days ago
Description
Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Madison team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build businesses.
Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.
Why Join Lakeshore Financial Group?
- Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
- Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
- Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
- Professional Development: Gain valuable experience in sales, finance, and client relationship management.
- Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan.
What You'll Do:
- Build relationships with potential clients and understand their financial needs
- Present and explain products and solutions
- Guide clients through the application and policy issuance process
- Provide ongoing support and service to clients
- Attend training and development sessions
Who We're Looking For:
- Highly motivated and self-driven individuals
- Excellent communication and interpersonal skills
- A passion for helping others
- A strong work ethic and a desire to succeed
- Sales experience is a plus, but not required. We are willing to train the right person
- Must be able and willing to obtain a life insurance license
- This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support.
Why Join Us?
- Be part of a supportive and collaborative team
- Represent a reputable and respected company
- Enjoy the flexibility and freedom of a self-driven career
- Make a positive impact on the lives of others
$5,000 - 100,000 per year
About Lakeshore Financial Group
At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals.Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.
#J-18808-LjbffrFinancial Services Professional
Posted 20 days ago
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Posted 2 days ago
Description
Are you ready to achieve financial freedom?
Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day – freedom is the result with uncapped earnings.
At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. We have the systems, support, processes and people to help you accelerate your success. At Baystate Financial, our team is the very fabric of our firm.
What about benefits?
- Medical coverage plus Dental and Vision
- Life and Accidental Death and Dismemberment
- Short- & Long-Term Disability
- Health Spending Accounts (HSA)
- Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
- Top Producer Incentives
- Adoption Assistance
How’s the pay?
You decide. Your income potential is only as limited as your ambition. You have the ability to earn competitive commissions, incentives and bonuses.
WORK AUTHORIZATION REQUIREMENTS:
To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in-office presence, so candidates must be local to Bedford, NH.
Responsibilities
What will I be doing?
As a Financial Services Professional, you’ll get to help people navigate challenges like preparing for retirement, saving for personal goals, and more. You’ll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following:
- Comprehensive training and development programs
- Mentorship program with seasoned advisors
- Diverse network of experienced advisors
- Dynamic marketing support and services
- World-class product solutions
- Leading-edge technology
- Road map for success
- A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.
- 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field.
- Familiarity with financial planning is a plus, but it is not necessary.
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
$80,000 - $100,000+ at plan commission
About Baystate Financial
We are Baystate Financial , and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs and then help them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results
We are based in Boston, Massachusetts and have been in business since 1901 making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.
#J-18808-LjbffrCMA/CA Partner - Financial Services
Posted today
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Direct message the job poster from Accuro Financials
Public Policy Practitioner | HRM Expert | Project Management Catalyst | Passionate about Sustainable Development, CSR, ESG, DEIJS, MEL, OD & R&D |…We're Hiring: CMA or CA Qualified Partner for Accuro Financials
Are you a CMA (Cost and Management Accountant) or CA (Chartered Accountant) passionate about ethical, sustainable, and Islamic finance? Do you want to be part of a growing financial services firm that’s making an impact across Pakistan? We’re looking for a dynamic, experienced, and visionary partner to join Accuro Financials — a company committed to transparency, compliance, and innovation in finance.
We are inviting a qualified CMA or CA to join us as a strategic partner. You will play a key role in:
- Leading tax, audit, and compliance services
- Overseeing financial planning and advisory operations
- Contributing to the development of Islamic and sustainable finance offerings
- Supporting clients with expert guidance and regulatory compliance
- Collaborating in high-level decision-making and business growth strategy
- CMA or CA (Pakistan or equivalent recognized bodies)
- 3+ years of post-qualification experience (firm or industry)
- Strong grasp of taxation, accounting standards, and corporate compliance
- Interest or experience in Islamic finance and sustainability is highly preferred
- Entrepreneurial and collaborative mindset
- Partnership opportunity with long-term growth vision
- Chance to co-lead a growing financial services platform
- Diverse portfolio: Taxation, Zakat, Bookkeeping, Financial Planning, Islamic Finance, and more
- Respectful, mission-driven, and flexible work environment
- Mid-Senior level
- Full-time
- Finance and Sales
Referrals increase your chances of interviewing at Accuro Financials by 2x
#J-18808-LjbffrContract Underwriter - Banking/Financial Services
Posted 4 days ago
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Job Description
Position Overview:
We are seeking a skilled Contract Underwriter to join our team. The Contract Underwriter will be responsible for evaluating and underwriting various types of contracts to assess risk and ensure compliance with company policies and regulatory requirements.
Key Responsibilities:
- Review and analyze contract documents to assess risk factors and determine eligibility for underwriting.
- Evaluate financial statements, credit reports, and other relevant documents to make informed underwriting decisions.
- Assess the terms and conditions of contracts to identify potential risks and propose suitable modifications or amendments.
- Collaborate with internal stakeholders such as legal, sales, and risk management teams to gather necessary information and ensure compliance with company policies and procedures.
- Communicate underwriting decisions to relevant parties and provide explanations or recommendations as needed.
- Maintain accurate records of underwriting decisions, correspondence, and contract-related documentation.
- Stay updated on industry trends, regulatory changes, and best practices related to contract underwriting.
Qualifications and Requirements:
- Bachelor's degree in finance, business administration, or a related field.
- 4 to 5 years of Proven experience in contract underwriting or a similar role.
- Strong analytical and critical thinking skills.
- Excellent attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in using underwriting software and other relevant tools.
Additional Skills (Preferred):
- Certification in underwriting or risk management.
- Familiarity with industry-specific regulations and compliance standards.
Adviser Financial Services / Assistant Branch Manager
Posted 8 days ago
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Job Description
IGI Life Insurance (Packages Group), Pakistan
IGI Life Vitality Sialkot offers job opportunities for the Vitality product. The role involves sales operations and coordinating with different clients.
We are looking for:
- Assistant Branch Managers
Job SpecificationWe are seeking young men and women who possess skills, passion, integrity, and the ability to join Packages Group and be part of the larger Packages family.
#J-18808-LjbffrBusiness Development Manager - (Financial Services / Fintech)
Posted 25 days ago
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Job Title: Business Development Manager – Pakistan
Location: Pakistan / Remote
Salary: Negotiable (based on qualifications and experience)
Job Description
This position is responsible for driving the company’s local payment and fund channel expansion in Pakistan. The primary objective is to integrate local banks and e-wallets (such as Easypaisa and JazzCash), and to facilitate exchange routes between the Pakistani Rupee (PKR) and USDT to support compliant, efficient fund flow for business operations. The ideal candidate will have hands-on experience with the local financial environment, including payment service providers (PSPs), banks, and exchange channels. They must be capable of independently initiating partnerships, executing integration, and coordinating both technical and business processes.
Key Responsibilities
Lead business negotiations with local banks, e-wallet providers (including but not limited to Easypaisa and JazzCash), and other third-party PSPs in Pakistan to establish and maintain strategic partnerships.
Conduct accurate market analysis of the Pakistani payment landscape, identifying customer demand, regulatory trends, competitors, business opportunities, and potential risks.
Design and implement localized payment product strategies for Pakistan, and optimize market entry and operational approaches.
Liaise with regulatory bodies, legal advisors, and consulting firms to ensure all payment operations are compliant with local laws and industry standards.
Job Specification :Requirements
Bachelor’s degree or above; majors in finance, economics, marketing, or related fields are preferred.
Minimum 1 year of experience in the payments industry, with familiarity in the Pakistani market.
Possess direct access to or working relationships with local banks and e-wallet providers.
Fluency in both Urdu and English, with strong verbal and written communication skills.
#J-18808-LjbffrManager - FAS (Financial Advisory & Services)
Posted 26 days ago
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Job Description
We are seeking a competent and dedicated candidate for the position of Manager in our Financial Advisory Services (FAS) Department .
Key Responsibilities:
- Lead and manage audit and accounting assignments for a diverse portfolio of clients.
- Build and maintain strong client relationships, addressing client needs and ensuring satisfaction.
- Develop comprehensive audit plans, considering risk assessments and regulatory requirements.
- Oversee the execution of audit procedures, ensuring adherence to standards and deadlines.
- Provide leadership and guidance to the FAS team, fostering a collaborative and high-performance environment, conducting performance evaluations, and mentoring team members.
- Identify and communicate financial and operational insights to clients.
- Advise clients on best practices for regulatory compliance.
- Assess and analyze financial and operational risks associated with client engagements.
- Develop strategies to mitigate risks and enhance risk management processes.
- Prepare comprehensive audit reports, summarizing findings and recommendations, and present them to clients and stakeholders.
- Perform any other tasks assigned by the MP as needed.
- ACCA/CA/ICMA (Finalist/Qualified)
- Bachelor's or Master's degree in Accountancy & Finance from a recognized and reputable institution.
- Minimum 5 to 8 years of relevant experience, preferably in a firm or relevant industry.
- Strong analytical and problem-solving skills.
- Proficiency in financial reporting, ERP systems, and reconciliation processes.
- Excellent communication and interpersonal skills.
- Expertise in MS Office and related financial tools.
What’s great about the job?
- Opportunity to expand your skills, embrace ideas, and grow your career with innovative projects.
- Work alongside qualified professionals like ACCAs, CAs, CMAs, MBAs, and others in the fields of tax, corporate, and finance.
- Enjoy a supportive, inclusive environment that values diverse perspectives, creativity, and well-being.
- Benefit from a comprehensive package that supports your professional and personal growth.
Each employee can see the impact of their work and contribute to the company's success. We organize various activities throughout the year, including weekly sports sessions, team-building events, monthly social gatherings, and more.
Provident Fund
Medical Reimbursement Leave Encashment & Performance Bonuses #J-18808-LjbffrBe The First To Know
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Manager - FAS (Financial Advisory & Services)
Posted 25 days ago
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Job Description
We are seeking a competent and dedicated candidate for the position of
Manager
in our
Financial Advisory Services (FAS) Department . Key Responsibilities: Lead and manage audit and accounting assignments for a diverse portfolio of clients. Build and maintain strong client relationships, addressing client needs and ensuring satisfaction. Develop comprehensive audit plans, considering risk assessments and regulatory requirements. Oversee the execution of audit procedures, ensuring adherence to standards and deadlines. Provide leadership and guidance to the FAS team, fostering a collaborative and high-performance environment, conducting performance evaluations, and mentoring team members. Identify and communicate financial and operational insights to clients. Advise clients on best practices for regulatory compliance. Assess and analyze financial and operational risks associated with client engagements. Develop strategies to mitigate risks and enhance risk management processes. Prepare comprehensive audit reports, summarizing findings and recommendations, and present them to clients and stakeholders. Perform any other tasks assigned by the MP as needed. Qualifications:
ACCA/CA/ICMA (Finalist/Qualified) Bachelor's or Master's degree in Accountancy & Finance from a recognized and reputable institution. Experience:
Minimum 5 to 8 years of relevant experience, preferably in a firm or relevant industry. Strong analytical and problem-solving skills. Proficiency in financial reporting, ERP systems, and reconciliation processes. Excellent communication and interpersonal skills. Expertise in MS Office and related financial tools. What’s great about the job? Opportunity to expand your skills, embrace ideas, and grow your career with innovative projects. Work alongside qualified professionals like ACCAs, CAs, CMAs, MBAs, and others in the fields of tax, corporate, and finance. Enjoy a supportive, inclusive environment that values diverse perspectives, creativity, and well-being. Benefit from a comprehensive package that supports your professional and personal growth. What We Offer
Each employee can see the impact of their work and contribute to the company's success. We organize various activities throughout the year, including weekly sports sessions, team-building events, monthly social gatherings, and more. Provident Fund Medical Reimbursement
Leave Encashment & Performance Bonuses #J-18808-Ljbffr
Senior Officer - Financial Operations, Shared Services Centre
Posted 22 days ago
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Job Description
CBM (registered as CBM Christoffel-Blindenmission Christian Blind Mission e.V.) is an international development organisation committed to improving the quality of life of persons with disabilities in the communities of the world. Based on our Christian values and more than 100 years of professional expertise, we address poverty as a cause and a consequence of disability. We work in partnership to create an inclusive society for all.
To keep pace with growth, we are looking for a Senior Officer - Financial Operations, Shared Services Centre in our Country Office in Pakistan.
The position is a half-day position with 20 hours/week.
This position is only filled locally, with contractual conditions of the respective country. An expatriation is not intended.
These are your responsibilities- Builds and implements shared services models that will help enhance business performance and ensure seamless delivery of services to business units.
- Ensures timely and complete processing of transactions and administrative tasks on all financial operations in the shared Service Centre.
- Ensures strong financial discipline by implementing control and compliance checks.
- Ensures country offices regularly maintain/update their accounting records to assure reliability and integrity of financial management information systems.
- Very good service-oriented customer relationship skills.
- Challenges and supports change activities.
- Works in a solution-oriented manner and makes decisions.
- Clear and easy-to-understand communication.
- Very good understanding of team-specific relevant content, processes, systems, and applications.
- Excellent data management skills.
- Holder of a degree in accounting, business management, or similar.
- Professional qualifications in accounting (CPA, ACCA, CIMA) are an advantage.
- Five years of experience in a similar position, preferably with an international development organisation, with good knowledge of English.
- A meaningful position with a lot of creative freedom in the world's leading organisation in the field of Disability Inclusive Development.
- A fair salary and other social benefits based on the local conditions in the country you apply for.
- An approachable, agile organisation with self-reliant people in a diverse and collegial team and great team spirit.
Please apply exclusively online via our applicant portal (see APPLY NOW).
A letter of motivation, CV, and relevant (work) references complete your application.
We look forward to receiving your application!
Your contact person: Ms. Liana Du Plessis
We would like to further promote diversity in our teams and therefore welcome applications from people of different ethnic and social backgrounds, religions and world views, different ages and genders, and especially from people with disabilities.
*Suitability is decisive, gender is irrelevant!
#J-18808-LjbffrSenior Officer - Financial Operations, Shared Services Centre
Posted 21 days ago
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Job Description
CBM (registered as CBM Christoffel-Blindenmission Christian Blind Mission e.V.) is an international development organisation committed to improving the quality of life of persons with disabilities in the communities of the world. Based on our Christian values and more than 100 years of professional expertise, we address poverty as a cause and a consequence of disability. We work in partnership to create an inclusive society for all. To keep pace with growth, we are looking for a Senior Officer - Financial Operations, Shared Services Centre in our Country Office in Pakistan. The position is a half-day position with 20 hours/week. This position is only filled locally, with contractual conditions of the respective country. An expatriation is not intended. These are your responsibilities
Builds and implements shared services models that will help enhance business performance and ensure seamless delivery of services to business units. Ensures timely and complete processing of transactions and administrative tasks on all financial operations in the shared Service Centre. Ensures strong financial discipline by implementing control and compliance checks. Ensures country offices regularly maintain/update their accounting records to assure reliability and integrity of financial management information systems. These are your qualifications
Very good service-oriented customer relationship skills. Challenges and supports change activities. Works in a solution-oriented manner and makes decisions. Clear and easy-to-understand communication. Very good understanding of team-specific relevant content, processes, systems, and applications. Excellent data management skills. Holder of a degree in accounting, business management, or similar. Professional qualifications in accounting (CPA, ACCA, CIMA) are an advantage. Five years of experience in a similar position, preferably with an international development organisation, with good knowledge of English. What we offer
A meaningful position with a lot of creative freedom in the world's leading organisation in the field of Disability Inclusive Development. A fair salary and other social benefits based on the local conditions in the country you apply for. An approachable, agile organisation with self-reliant people in a diverse and collegial team and great team spirit. How to apply
Please apply exclusively online via our applicant portal (see APPLY NOW). A letter of motivation, CV, and relevant (work) references complete your application. We look forward to receiving your application! Your contact person: Ms. Liana Du Plessis We would like to further promote diversity in our teams and therefore welcome applications from people of different ethnic and social backgrounds, religions and world views, different ages and genders, and especially from people with disabilities. *Suitability is decisive, gender is irrelevant!
#J-18808-Ljbffr