Financing Concierge — Customer Service & Loan Support

LOANIFY PTE. LTD.; Singapore; On-site; SGD 32,000 - 52,000; Full time

Job summary

Loanify Pte. Ltd. in Singapore is seeking a customer-focused professional to be the key contact for financing enquiries and to coordinate loan applications from enquiry to approval.

You will guide customers through available products, gather documents, and liaise with financial institutions to track progress. The role demands strong communication, meticulous data handling, and a collaborative approach to ensure timely processing and regulatory compliance.

Qualifications

• Customer service or loan processing experience is advantageous but not mandatory.
• Proficiency in basic computer applications and administrative tasks.
• Strong communication and interpersonal skills to engage customers and teammates.
• Good organisational and time-management abilities to handle multiple cases.
• Detail-oriented approach to ensure accuracy in documentation and data management.

Responsibilities

• Respond promptly to customer enquiries via WhatsApp, phone calls, and other channels to provide clear financing information.
• Assess customers' financing needs to recommend appropriate loan options.
• Assist customers in collecting and verifying required documents for loan applications.
• Coordinate loan application processes with customers and financial institutions to track progress.
• Provide timely updates on application status and follow up on outstanding documents.
• Maintain accurate records of customer information and application details for compliance and reporting.
• Perform administrative duties including data entry, documentation, and filing.
• Collaborate with internal teams to ensure smooth processing of loan applications.
• Handle customer concerns professionally and escalate complex issues when necessary.
• Protect customer confidentiality by securely managing personal and financial information.
• Adhere to company policies, regulatory requirements, and internal compliance standards.
• Support additional customer service and operational duties as needed to contribute to team goals.

Skills

Customer service

Communication skills

Organisational skills

Attention to detail

Time management

Team collaboration

Job description

Loanify Pte. Ltd. in Singapore is seeking a customer-focused professional to be the key contact for financing enquiries and to coordinate loan applications from enquiry to approval.

You will guide customers through available products, gather documents, and liaise with financial institutions to track progress. The role demands strong communication, meticulous data handling, and a collaborative approach to ensure timely processing and regulatory compliance.