Process Associate-Finance Auswide Pvt.Ltd

2.0 - 6.0 years

0 Lacs

punjab

On-site

The Process Associate role in Asset Finance within the Finance & Lending department at Mohali involves supporting the end-to-end processing of finance applications for Australian clients. Your responsibilities include managing enquiry handling, document preparation, submission, approval, and post-settlement activities. A strong understanding of finance documentation, compliance procedures, credit assessment, and professional communication standards is essential for this role. You will need to develop a thorough understanding of Auswide, FLI Group, and their operational frameworks, as well as gain awareness of major Australian financial regulatory bodies such as ASIC, ATO, APRA, and ACCC. Staying informed about major Australian banks and lenders is also crucial. In the finance application process stages, you will be responsible for various tasks: - Enquiry Stage: Collect and organize client enquiry documents, perform ABN lookups, and manage digital folders in Zoho. - Preparation Stage: Conduct credit checks, identify applicant parties, and adhere to lender policies. - Submission & Approval Stage: Enter application data into lender systems, review invoices, and manage documents via Annexture or DocuSign. - Post-Settlement Stage: Manage compliance documentation, update Zoho CRM notes, and maintain status trackers. Your communication and administrative tasks will involve effectively organizing email communication, maintaining clear notes in Zoho CRM, providing regular updates on application status, and collaborating with team members for continuous learning. The ideal candidate for this role should have a basic understanding of finance, credit processes, or Australian financial regulations. Proficiency in digital tools and CRM systems, especially Zoho, strong organizational and communication skills, and the ability to work in a fast-paced, team-oriented environment with attention to detail are desired qualities. This is a full-time position with benefits such as food provided and health insurance. The schedule is Monday to Friday with a morning shift and weekend availability. Additional benefits include performance bonuses, shift allowance, and yearly bonuses. The ability to commute/relocate to Mohali, Punjab, is required. Proficiency in English is also necessary for this role. If you are interested in this opportunity, please contact the employer at +91 9815301351.,

Posted 1 week ago

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