Sales Operations

Jenfi Pte Ltd; Singapore; On-site; SGD 80,000 - 100,000; Part time

Job summary

A financial services company in Singapore is seeking a Sales Operations Intern to assist with document verification, case submission, and customer account management. The ideal candidate will contribute to maintaining compliance and support operational needs of existing SME clients. This role involves liaising with various teams to facilitate deal closure and ensuring adherence to industry standards.

Responsibilities

• Review and validate loan application documents for completeness.
• Input and submit loan applications into internal systems.
• Manage records of existing SME clients in CRM systems.
• Work closely with sales, credit, risk, and finance teams.
• Ensure compliance with local regulations and industry standards.

Job description

Sales Operations Intern

Document Verification & Compliance:

• Review and validate loan application documents to ensure completeness and compliance with internal policies and regulatory requirements.
• Flag any discrepancies or missing information for follow-up.

Case Submission & Processing

Accurately input and submit loan applications into internal systems and portals.

• Liaise with the credit and underwriting team to ensure smooth processing and approval flow.
• Track the status of each case and follow up on outstanding approvals or clarification whenever necessary.

Customer Account Management

• Manage and maintain records of existing SME clients in CRM systems. o Provide operational support to ensure timely disbursements, renewals and servicing needs of existing clients.
• Manage and handle all operational inquiries or requirements from existing clients.

Internal and External Support Function

• Work closely with Sales, Credit, Risk and Finance teams to facilitate end-toend deal closure.
• Support the sales team by preparing reports, updating dashboards and ensuring all submissions are in order.
• Liaising with brokers or external partners whenever necessary to assist in the coordination and processing of deals.

Compliance & Best Practices

• Ensure all commercial activities comply with local regulations and industry standards. o Stay informed of market developments and adjust strategies accordingly to maintain Jenfi’s competitive edge.