Finance Associate

Keystone Kinetic Technologies Solution

12 - 16 years

0 Lacs

punjab

Posted:21 hours ago| Platform: Shine logo

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Skills Required

credit assessment document preparation data entry process improvement finance documentation enquiry handling application submission approval coordination postsettlement activities borrowing structures abn lookups rp data analysis credit checks equifax submission notes lender policies lender portals compliance awareness documentation maintenance application progress tracking

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Finance Operations Specialist, your main responsibility will be managing various aspects of finance documentation and credit assessment processes. This includes handling inquiries, preparing documents, submitting applications, coordinating approvals, and overseeing post-settlement activities. Your role will also involve understanding different borrowing structures, conducting credit checks, and accurately entering data into lender portals. Your attention to detail and compliance awareness will be crucial for maintaining documentation and tracking application progress efficiently. Key Responsibilities: - Manage enquiry handling, document preparation, application submission, approval coordination, and post-settlement activities. - Understand various borrowing structures (e.g., Sole Trader, Company, Trust) and perform ABN lookups and RP Data analysis. - Conduct credit checks using Equifax and draft submission notes aligned with lender policies. - Accurately enter data into lender portals (e.g., Flexicommercial, Pepper) and manage digital documentation via Annature or DocuSign. - Maintain compliance documentation, update CRM records (Zoho), and track application progress. - Collaborate with internal teams and contribute to continuous process improvement. Qualification Required: - Bachelor's degree in Finance, Commerce, or a related field. - 12 years of relevant experience in finance operations or processing.,

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Keystone Kinetic Technologies Solution

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Finance Associate