Description

Responsibilities:

Assist team leader and relationship manager to handle:

• New customer onboarding (borrowing and non-borrowing)

• New credit application preparation including supporting document collection from customers; internal and external searches; all data input in bank system; and reply to credit queries raised by CRM. Ensure the new credit application is prepared in proper manner without error.

• Annual credit review preparation including all data input, supporting document collection from customers; data input in different bank system; financial spreading; and reply to credit queries raised by CRM. Ensure the annual credit review completed on time.

• Account performance monitoring and all related internal tasks including RFI follow up, trigger and periodic review, CDD follow up, covenants follow up.

• Watchlist account monitoring including communication with watchlist account customers and update of account status. Follow up with watchlist accounts upgrade, downgrade and related internal tasks.

• Daily account maintenance works including daily TOD, FD renewal, account maintenance requests from customers; daily loan disbursement and fund control record and follow up progress with different relevant supporting departments. Ensure all jobs are done properly before deadline

• General clerical and administrative support to the Team.

• All ad hoc projects (including but not limited to system projects) as requested by bank and as assigned by Team Leaders

• Ensure compliance of internal guidelines and regulatory requirements

Requirements:

• Preferably Degree holder with major in Finance / Business

• Minimum 2 years' relevant experience preferably in SME Banking with good credit sense.

• Computer literacy

• Fluent English and Mandarin speaking

Location:
Mira Place Tower A

Job:
Customer Service

Schedule:
Regular

Employee Status:
Full time