WFH Admin Assistant (Case Checking)

Jobstreet Malaysia; Kuala Lumpur; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a detail-oriented Case Checking Admin to ensure accurate document reviews and efficient lead distribution. This role is vital in identifying discrepancies in customer documents and collaborating with the sales team to streamline the loan application process. Ideal candidates will possess strong organizational skills, attention to detail, and proficiency in Mandarin to effectively serve clients. Join a dynamic team dedicated to making bank financing straightforward and efficient, where your contributions will directly impact client success.

Qualifications

• Experience in document handling, data entry, or administrative support is preferred.
• Ability to identify issues in documentation and communicate them effectively.

Responsibilities

• Thoroughly check customer-provided documents for accuracy.
• Spot potential issues in customer documents impacting loan applications.
• Organize and distribute qualified leads to the sales team.

Skills

Mandarin Proficiency

Document Handling

Data Entry

Organizational Skills

Attention to Detail

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Office

Google Workspace

Job description

About Us:
At Intelligent Consultancy, we specialize in guiding clients through the bank loan application process with expert support. Our team is dedicated to making bank financing straightforward and efficient, ensuring our clients get the best options to meet their needs.

Job Description:
We are seeking a detail-oriented and organized Case Checking Admin to join our team. This role is crucial in ensuring that customer documents are accurately reviewed, potential issues are identified and recorded, and qualified leads are distributed to our sales team efficiently.

Responsibilities:

1. Document Review: Thoroughly check customer-provided documents, ensuring all necessary information is present and identifying any issues or discrepancies.
2. Issue Identification: Spot potential issues or gaps in customer documents that may impact the loan application process, recording these findings accurately.
3. Lead Distribution: Organize and distribute qualified leads to the appropriate sales team members, ensuring timely and effective handoffs.
4. Record Keeping: Maintain detailed records of document reviews, issues identified, and lead distribution for efficient tracking and reference.
5. Collaboration: Work closely with the sales team to provide clear, accurate information about each lead and assist in resolving document-related questions.

Requirements:

• Proficiency in Mandarin to serve Mandarin-speaking customers effectively.
• Experience in document handling, data entry, or administrative support preferred.
• Excellent attention to detail and strong organizational skills.
• Ability to identify issues in documentation and communicate them effectively.
• Proficiency with office software (Microsoft Office, Google Workspace, etc.).
• Ability to work well in a team and maintain accuracy under tight deadlines.
• Experience in a financial or banking environment is a plus.

Additional Information:

Applicants will be asked about their expected salary, qualifications, and Mandarin language skills.