Job Summary:

Provide day-to-day retail sales and performance reports. Support in double checking the loan applications and related documents. Provide administrative support to ensure smooth sales workflow

Job Responsibilities:

1. Retail Sales and Performance Report

-Assist in preparing daily, monthly, and periodic performance reports for the Retail Sales Team.

– Ensure accuracy, consistency, and timely submission of all performance-related report.

2. Verify the loan applications and related documents

– Check and Verify all types of loan applications and related documents to ensure accuracy and correctness

– Coordinate with Retail Sales Staff to clarify missing documents or requirements in a timely manner.

– Take responsible of digital and hardcopy loan submission to the Loan Department.

-Update daily the loan origination tracking reports and support as necessary for faster end-to-end loan process

3. Administrative support

– Provide administrative support to ensure smooth sales workflow

– Assist in expense claims, travel arrangements, and procurement of office supplies when needed.

Job Specification:

– Under Graduated and Diploma or bachelor’s degree

– 2 to 3 years of experience in banking operations, sales support, or administrative roles preferred.

– Basic knowledge of loan and deposit processing

-Good record-keeping and reporting skills

– Detail-oriented and organized

–  Willingness to learn and take guidance from senior staff

– Team player with a proactive attitude

– Familiarity with MS Office (Excel, Word) and basic banking software

– Experience with banking and loan management software