Operations Associate - Bank Financing (Inbound)

Job Summary :

The Customer Financing - Bank Associate assist clients who wants to apply for a housing loan from the bank to fully pay their purchased property. He / she needs to ensure that bank financing accounts will be applied and processed for a housing loan. The role entails heavy coordination with clients (our buyers and partner banks) to address concerns and inquiries pertaining to bank financing via phone, email, and face-to-face interactions. He / she is also expected to complete assigned services request and work list within the standard processing time.

Duties and Responsibilities :

• Process Bank Financing and re-financing accounts for a particular bank within the given standard processing time - starting from endorsement of account information and documents to banks, reviewing of bank guaranty and lastly until loan payments are received and completed in the system.
• Effectively and appropriately communicates and assists our clients (our buyers and partner banks) through phone, email or face-to-face interaction, to address their concerns and also collect necessary documentation and / or payments from clients for the bank loan to be processed within the given standard processing time.
• Ensures that service requests assigned to him / her are resolved / completed within set turnaround time.
• Sends daily productivity / accomplishment report to the Customer Financing-Bank Team Lead.

TECHNICAL COMPETENCIES AND SKILLS :

Education, Training and Licenses required :