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Operations Officer (Finance Industry | SME Clients) | CSPGF02


CAREER STORY PTE. LTD.
7 days ago
Posted date
7 days ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
OtherJob category
Other
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


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Joselito || EA Registration: R25126580
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JOB SUMMARY
Operations Officer (Finance Industry | SME Clients) | CSPGF02
CAREER STORY PTE. LTD.
Singapore
7 days ago
N/A
Full-time

Operations Officer (Finance Industry | SME Clients) | CSPGF02