CAREER STORY PTE. LTD.

Operations Officer (Finance Industry | SME Clients) | CSPGF02

Location
Islandwide
Job Type
Full-time
Experience
Mid
Category
General
Salary
$2,500 - $6,000
Posted
2 weeks ago
Expires
Feb 24, 2026
Views
14

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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information to prospective employers for their consideration.

Joselito || EA Registration: R25126580

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CAREER STORY PTE. LTD.

CAREER STORY PTE. LTD.

About CAREER STORY PTE. LTD.

We are a group of recruiters and HR professionals with combined recruitment and HR experience of more than 60 years in our industries. We fully under...

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