Executive, Personal Financial Services
7 months ago
If you are looking to excel and make a difference, take a closer look at us
This role is responsible for loan processing, data entry, case mitigation, customer service, FIS lodgment, disbursement documentation and compliance ambassador in Auto Loan Centre
Functional
_(job responsibilities)_- Assist the Centre Manager to oversee daily business operations- Scan VSO, consent form, income document and other necessary documents- Perform thorough KYC via phone interview conversation with loan applicant- Follow-up with customer on any pending document for loan approval- Calculate business income from Bank statement- Data entry and upload necessary documents into LOAD$ system- Follow-up with EHP/dealer on loan processing KIV and advice on loan pricing- Loan processing- Assist in pricing deviation- Segment cases into processable or non processable- Escalate processable cases to CED; to recommend outright reject non processable cases for Manager’s review- Loan mitigation-Perform credit evaluation and recommendation- Review cases to see if extra documents are required- Assist EHP on witnessing and signing of loan agreement- Attend to phone or walk-in customer queries and complaints- Perform FIS lodgment- Compile loan documentations according to Bank guidelines for disbursement- Follow up with EHP/dealer on funding defect- Manage sales tracking tools and reporting- Conduct annual Centre review on fixed asset and dispose obsolete asset- Responsible for gift fulfillment on sales campaign- Perform monthly stock count on premium item- Maintain positive business relationship with all stakeholders- Recommend or fine-tune processes to improve business operations- Mentor and guide new/junior employee- Involvement in ad-hoc or any other related task deemed required
Managerial- Ensure office equipment and work area are maintained clean, safe and organized
Education/Qualification- Minimum tertiary education or equivalent certificates qualification- Good communication and interpersonal skills- Proactive, customer-oriented and able to work independently- Ability to work in a fast paced environment, under short time constraints and within established deadlines- Minimum 40 WPM typing speed with high accuracy- Ability to handle and maintain confidential information
Experience- Experience in administration, customer service or credit processing will be an added advantage
- About Hong Leong Bank_
- We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
- We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _
- Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation._
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