Lending Operations & Customer Success Specialist

eCOM DataFin

Hong Kong

On-site

HKD 246,000 - 469,000

Full time

12 days ago

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Job summary

eCOM DataFin is a fast-growing Hong Kong fintech and AI-powered lending platform focused on data-driven trade finance solutions. This role handles day-to-day loan operations after approval, including signing, drawdown, interest, and record entry, while helping test and transition processes to the new AI-powered platform.

You will manage customer emails, statements and reporting with accuracy, working in a detail-oriented, numbers-driven environment.

Qualifications

  • Bachelor’s degree in Finance, Business Administration, Accounting or a related field.
  • 2 to 3 years of experience in loan operations, commercial banking operations, trade finance or fintech customer success.
  • Fluent in English, Cantonese and Mandarin, with clear written English and Chinese for customer emails.

Responsibilities

  • Draft loan agreements and related documents.
  • Coordinate information among parties and complete KYB/KYC checks.
  • Record signing sessions and ensure documents are signed and filed.
  • Process drawdowns, confirm disbursement and reconcile loan records.
  • Draft customer emails and respond within agreed turnaround times.
  • Prepare monthly borrower statements and support portfolio reporting.

Skills

Attention to detail
Financial calculations
Excel
MS Word & Outlook
English & Chinese communication

Education

Bachelor’s degree in Finance/Business/Accounting

Tools

MS Excel

Job description

eCOM DataFin is a fast-growing Hong Kong fintech and AI-powered lending platform focused on data-driven trade finance solutions. This role handles day-to-day loan operations after approval, including signing, drawdown, interest, and record entry, while helping test and transition processes to the new AI-powered platform.

You will manage customer emails, statements and reporting with accuracy, working in a detail-oriented, numbers-driven environment.

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