(Senior) Product Officer, Customer Engagement

Dah Sing Financial Group; Hong Kong; Presencial; HKD 420.000 - 630.000; Jornada completa

Descripción de la vacante

Dah Sing Financial Group is seeking a capable lending operations/BI analyst to prepare reports on loan applications, approvals and performance. You will coordinate with Sales, Credit and Operations to analyze drop-offs and ensure timely processing.

The role requires strong Excel skills, data review, and bilingual English/Chinese communication. Responsibilities include supporting portfolio initiatives, documenting requirements, conducting UAT, and producing meeting notes and process materials.

Formación

• Higher diploma or degree in Business, Finance or a related discipline.
• 3+ years of in-house bank/finance experience in product management, lending operations, business analysis or project support.
• Good understanding of loan application and approval processes.
• Proficient Excel skills including PivotTables and lookup functions.
• UAT experience would be an advantage.
• Detail-minded, reliable and able to follow up on tasks.
• Fluent in English and Chinese (written & spoken).

Responsabilidades

• Prepare regular reports on loan applications, approvals, disbursements and sales performance.
• Analyse loan application drop-off reasons, and review cases with Sales, Credit and Operations.
• Monitor application conversion, pending cases and turnaround time, and highlight issues for follow-up.
• Support loan portfolio initiatives, including customer segmentation, call-list preparation and tracking of results.
• Assist with product and system enhancement projects, including user requirements, UAT and implementation.
• Follow up with relevant departments on outstanding tasks and project issues.
• Prepare meeting notes, presentation materials and process documents.

Conocimientos

Excel skills

PivotTables

Lookup functions

Bilingual English/Chinese

Independent worker

Educación

Higher diploma or degree in Business/Finance

Descripción del empleo

Prepare regular reports on loan applications, approvals, disbursements and sales performance

Analyse loan application drop-off reasons, and review cases with Sales, Credit and Operations

Monitor application conversion, pending cases and turnaround time, and highlight issues for follow-up

Support loan portfolio initiatives, including customer segmentation, call-list preparation and tracking of results

Assist with product and system enhancement projects, including user requirements, UAT and implementation

Follow up with relevant departments on outstanding tasks and project issues

Prepare meeting notes, presentation materials and process documents

Requirements

Higher diploma or degree in Business, Finance or a related discipline

At least 3 years of relevant in-house experience in a bank or finance company, preferably in product management, lending operations, business analysis or project support

Good understanding of loan application and approval processes

Good Excel skills, including PivotTables and lookup functions

Experience in preparing reports and reviewing data. UAT experience would be an advantage

Detail-minded, willing to learn and reliable in following up on tasks

Able to work independently on assigned tasks and seek guidance when needed

Good written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.