Key Responsibilities:
- Manage enquiry handling, document preparation, application submission, approval coordination, and post-settlement activities.
- Understand various borrowing structures (e.g., Sole Trader, Company, Trust) and perform ABN lookups and RP Data analysis.
- Conduct credit checks using Equifax and draft submission notes aligned with lender policies.
- Accurately enter data into lender portals (e.g., Flexicommercial, Pepper) and manage digital documentation via Annature or DocuSign.
- Maintain compliance documentation, update CRM records (Zoho), and track application progress.
- Collaborate with internal teams and contribute to continuous process improvement.
Required Skills & Tools:
- Strong understanding of finance documentation and credit assessment.
- Familiarity with Australian financial regulations (ASIC, ATO, APRA, ACCC) is a plus.
- Proficiency in tools such as Zoho CRM, Equifax, RP Data, and digital signature platforms.
- Excellent communication, organizational, and time management skills.
- Ability to work independently in a fast-paced, detail-driven environment.
Education & Experience:
- Bachelor’s degree in Finance, Commerce, or a related field.
- 1–2 years of relevant experience in finance operations or processing
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits:
- Health insurance
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Education:
- Bachelor's (Required)
Experience:
- Finance Documentation and Credit Assessment: 1 year (Required)
- Data Entry and Accuracy in Financial Processing: 1 year (Required)
- Australian financial regulations (ASIC, ATO, APRA, ACCC): 1 year (Required)
- Zoho CRM, Equifax, RP Data: 1 year (Required)
- Digital Signature Platforms (Annature/DocuSign): 1 year (Required)
- Strong communication skills: 1 year (Required)
- Borrowing structures (e.g., Sole Trader, Company, Trust): 1 year (Required)
- Credit policies & Lender portals (Flexicommercial, Pepper): 1 year (Required)
- End-to-End finance application processes: 1 year (Required)
- Attention to detail and compliance awareness: 1 year (Required)
- Time management and organizational skills: 1 year (Required)
Language:
- English (Required)
Work Location: In person
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