The Process Associate will play a critical role in supporting the end-to-end processing of finance applications for Australian clients. This includes managing enquiry handling, document preparation, submission, approval, and post-settlement activities. The ideal candidate will possess a strong understanding of finance documentation, compliance procedures, credit assessment, and professional communication standards. Key Responsibilities 1. Organizational & Market Understanding Develop a thorough understanding of Auswide, FLI Group, and their operational frameworks. Gain awareness of major Australian financial regulatory bodies: ASIC , ATO , APRA , and ACCC . Stay informed about major Australian banks and lenders. 2. Finance Application Process Stages A. Enquiry Stage Understand different borrowing structures (e.g., Sole Trader, Company, Partnership, Trust). Collect and organize client enquiry documents (ID proof, invoices, etc.). Perform ABN lookups, analyse RP Data, and manage digital folders in Zoho . B. Preparation Stage Conduct company and individual credit checks using Equifax . Identify all applicant parties and contribute to drafting submission notes. Learn and adhere to lender policies; navigate various lender portals. C. Submission & Approval Stage Accurately enter application data into lender systems (e.g., Flexicommercial , Pepper , etc.). Review private/dealer sale invoices and ensure they meet lender conditions. Send and manage documents via Annexture or DocuSign . D. Post-Settlement Stage Manage compliance documentation and verify file completion. Request additional documents such as amortization schedules and payout letters. Update Zoho CRM notes and maintain daily status trackers. 3. Communication & Administrative Tasks Label, tag, and organize email communication effectively. Maintain clear and updated notes in Zoho CRM . Provide regular updates on application status and generate internal reports. Collaborate with team members and use internal knowledge bases for continuous learning. Tools & Platforms Used Zoho One (including Zoho CRM) 3CX (for communication) Equifax (credit reporting) RP Data (property and business insights) Lender Portals (e.g., Flexicommercial, Pepper) Annature / DocuSign (digital signatures and document exchange) Perks & Benefits We Offer: 💸 Shift Allowances ☕ Morning Meals & Refreshments 🎯 Performance-Based Incentives 📈 Skill-Based Promotions 🗓️ 5-Day Work Week 📩 Send your resume to: hr@auswidebpo.com 📞 Contact: +91 98153-01351 🔗 Apply today — we're excited to connect with enthusiastic accounting professionals! Show more Show less