Case Administrator/Credit Counsellor
9 hours ago
Read and understand the cases in the system
Examine the case supporting documents and extract relevant data, eg. credit reports.
Clarify / veri..
- Read and understand the cases in the system
- Examine the case supporting documents and extract relevant data, eg. credit reports.
- Clarify / verify information with client
- Conduct account verification with the creditors according to the guidelines
- Prepare and generate DMP documents according to guidelines
- Liaise with help seekers on documents submissions
- Submit draft DMP proposals for internal review committee’s approval according to the guidelines
- Schedule Clearance Session for client
- Queue draft DMP proposals for sending to creditors
- Update team’s spreadsheet
- Scan case documents into the system, eg. DMS Attachment
- Relief team member when required
- Perform counter duty according to roster and when required
- Attend to signing of documents and to clients who come for Clearance
- Adhere to new policies / procedures rolled out by Management
- Adhere to PDPA policies and observe client’s info confidentiality
- Any other job & duty as & when assigned
Requirements:
- Diploma in Finance, Accountancy, Banking & Financial Services or Business Administration
- Possess at least 5 years of working experience
- Meticulous with data entries and document formatting.
- Candidates with banking experience in credit or loans; or in social service sector would be a plus.
- Persons with empathy and patience would be good fit.
Official account of Jobstore.
