About the job Operations Assistant - Customer Financing
Job Summary
The Operations Associate – Bank Financing assists clients in applying for housing loans with partner banks to facilitate full payment of their purchased property. He/She ensures that bank financing accounts are properly applied and processed according to standard procedures and timelines. The role requires frequent coordination with clients—including buyers and partner banks—through phone, email, and face-to-face interactions to address inquiries and resolve concerns related to bank financing. The Associate is also responsible for completing assigned service requests and managing work lists within the standard processing time.Duties and Responsibilities
DUTIES AND RESPONSIBILITIES: List primary duties and responsibilities in order of importance. Include weight percentage for each activity. | |
30%
30%
30%
10%
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KEY ACCOUNTABILITY
· Processes bank financing and refinancing accounts for assigned partner banks within the standard processing time, including endorsement of account information and documents, review of bank guarantees, and recording of loan payments in the system.
· Communicates effectively with clients (buyers and partner banks) via phone, email, and face-to-face interactions to address concerns, collect necessary documentation, and ensure timely processing of bank loans.
· Ensures that all assigned service requests are resolved and completed within the established turnaround time.
· Submits daily productivity and accomplishment reports to the Operations Lead – Bank Financing |
Technical Competencies and Skills
computer skillsEducation, Trainings and Licenses Required
college graduate