Operations Officer (Finance Industry | SME Clients) | CSPGF02
Operations Officer (Finance Industry | SME Clients) | CSPGF02
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
Role: Operations Officer(SME Clients)
This is a perm role for one of our clients in the Financial Industry
Location: Bugis Area
Salary Range: $2,500 - $6,000
Job Description
- Ensure smooth financial transactions by meticulously verifying invoices and supporting documents submitted by clients for financing.
- Proactively address any documentation issues to maintain efficiency and client satisfaction.
- Manage incoming payments from Clients and Customers with precision, facilitating timely processing and accurate allocation of funds.
- Follow up to obtain payment advice and ensure seamless financial operations.
- Ensure accurate and neat record-keeping and reconciliation of daily transactions in the factoring system and physical records.
- Compute and keep track to advise clients on funds available for drawdown and ensure compliance with the terms of the disbursement.
- Monitor submissions of monthly invoices and contract progress claims by Clients.
- Provide support to the Relationship Managers in servicing the Clients, eg request for financial accounts, submission of monthly bank statements, computation of late payment charges, preparation of legal documents etc.
- Prepare and mail monthly statement of accounts and advice to Clients and Customers.
- Filing of documents to ensure proper housekeeping of documents for easy retrieval.
- Support team's decision-making by preparing timely and accurate management reports to be submitted to Management, Relationship Manager, and Credit Risk officers
- Handle bank-related tasks efficiently, contributing to seamless financial operations.
- Proactively identify opportunities to improve productivity and mitigate operational risks by reviewing and providing feedback on operational processes and workflows.
- Any other ad-hoc duties assigned by the Department Manager.
Skills /Educational Qualifications:
- Ideally experienced with SME Financial products.
- Minimum 4 years of experience, preferably in the finance industry
- Organised and meticulous with strong attention to details
- Proactive and solution-oriented, with a strong work ethic
- Demonstrate professionalism, maturity and confidence in handling diverse tasks
- Ability to work independently and adapt to changing priorities
- Good interpersonal and communication skills, both verbal and written
Interested applicants, please click "APPLY NOW"
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Joselito || EA Registration: R25126580
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