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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The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
