Supports consumer lending sales teams by coordinating loan documentation, tracking applications, maintaining records, and assisting with onboarding and disbursement. Serves as a customer contact, performs preliminary compliance and credit-guideline checks, and manages high-volume documentation. Uses advanced Excel for sales pipeline analysis and reporting while coordinating with sales, credit operations, and customers.
Responsibilities:
- Sales Enablement: Assist lending sales teams by assisting full support for loan processes and documentations, tracking application statuses and central all required documentation keeping.
- Customer Service: Serve as a reliable point of contact for client inquiries, ensuring a smooth onboarding and loan disbursement experience.
Compliance & Risk Management: Conduct preliminary checks on loan applications to ensure complete documentation and alignment with credit guidelines.
Requirements:
Qualifications
Diploma
Relevant Work Experience
- Minimum [1–3] years of working experience within a Consumer Banking or Financial Services environment, ideally with a background in sales support, loan processing, or credit operations
- Foundational knowledge of consumer lending products (such as home loans, personal loans, or refinancing mechanics) and their operational lifecycles
- Proven track record in handling high-volume documentation with strong attention to detail, accuracy, and adherence to service level agreements (SLAs)
- Familiarity with banking compliance procedures, risk guidelines, and basic regulatory frameworks
Competencies/Skills
- Advanced proficiency in Microsoft Excel (including XLOOKUP, Pivot Tables, and data manipulation) to maintain, analyze, and report on the sales pipeline
- High level of digital literacy with the ability to quickly adapt to core banking systems and loan origination software
- Exceptional attention to detail with a strong aptitude for spotting discrepancies in financial documents and application forms
- Excellent interpersonal and communication skills to effectively manage relationships between Sales Executives, Credit Ops, and external customers
CIMB Singapore Singapore Office
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