Finance Associate

Job Description

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. Required Skills & Tools: Strong understanding of finance documentation and credit assessment. Familiarity with Australian financial regulations (ASIC, ATO, APRA, ACCC) is a plus. Proficiency in tools such as Zoho CRM, Equifax, RP Data, and digital signature platforms. Excellent communication, organizational, and time management skills. Ability to work independently in a fast-paced, detail-driven environment. Education & Experience: Bachelor’s degree in Finance, Commerce, or a related field. 1–2 years of relevant experience in finance operations or processing Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹40,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Education: Bachelor's (Required) Experience: Finance Documentation and Credit Assessment: 1 year (Required) Data Entry and Accuracy in Financial Processing: 1 year (Required) Australian financial regulations (ASIC, ATO, APRA, ACCC): 1 year (Required) Zoho CRM, Equifax, RP Data: 1 year (Required) Digital Signature Platforms (Annature/DocuSign): 1 year (Required) Strong communication skills: 1 year (Required) Borrowing structures (e.g., Sole Trader, Company, Trust): 1 year (Required) Credit policies & Lender portals (Flexicommercial, Pepper): 1 year (Required) End-to-End finance application processes: 1 year (Required) Attention to detail and compliance awareness: 1 year (Required) Time management and organizational skills: 1 year (Required) Language: English (Required) Work Location: In person