Case Administrator

CREDIT COUNSELLING SINGAPORE; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial advisory organization based in Singapore is seeking candidates for a role that involves examining supporting documents, verifying client information, and preparing proposals for creditors. Ideal candidates should have a diploma in Finance, Accountancy, Banking, or Social Services with at least 5 years of experience. Strong attention to detail in data entry and document formatting is essential. Comprehensive training is provided, making it suitable for those transitioning into this field.

Qualifications

• Minimum 5 years of working experience.
• Experience in banking or social services is advantageous.

Responsibilities

• Examine supporting documents and extract relevant data.
• Clarify and verify information with clients.
• Prepare an individualized proposal for creditors’ approval.

Skills

Meticulous with data entries

Client information verification

Document formatting

Education

Diploma in Finance, Accountancy, Banking or Social Services

Job description

Job Responsibilities:

1. Examine supporting documents and extract relevant data (e.g. credit reports, income documents).
2. Clarify and verify information with clients and review case notes from counselling sessions.
3. Prepare an individualized proposal for creditors’ approval, where applicable.
4. Comprehensive training will be provided for this role.

Requirements:

• Diploma in Finance, Accountancy, Banking or Social Services.
• 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