Find Your Next Job
Finance Associate
Posted on June 24, 2025
- Pb, India
- 0 - 0 USD (yearly)
- Full Time

Tailor Your Resume for this Job
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
Tailor Your Resume for this Job
Share with Friends!
Similar Jobs
Euronext
Service Specialist - Data Services
Are you a customer-oriented person, we might have the position for you! At Nord Pool we are buildin…
Full Time | Espoo, Finland
Apply 33 minutes ago
Comfort Zone of North Florida
Customer Service Position/ Dispatch
Job OverviewCustomer Service Representative/Dispatcher for a growing heating and air conditioning c…
Full Time | Jacksonville, United States of America
Apply 1 day, 2 hours ago
IQ-EQ
Associate Director, Compliance
Company Description ABOUT IQ-EQ We’re a leading Investor Services group offering end-to-end s…
Full Time | Dublin, Ireland
Apply 4 days ago
Waystone
Senior Associate - Investment Management Oversight
Waystone leads the way in specialist services for the asset management industry. Partnering with …
Full Time | Dublin, Ireland
Apply 4 days ago
CANAM
Credit Assistant
Job Description We are seeking a detail-oriented and highly organized Credit Assistant to support o…
Full Time | Mississauga, Canada
Apply 4 days ago
Oles + Associates
Bookkeeper / Tax Accountant
Position Summary:Oles and Associates is seeking a detail-oriented and motivated Paraprofessional Ac…
Full Time | Columbus, United States of America
Apply 4 days, 2 hours ago
Amsted Canada
Security Analyst
About Us Amsted Canada is not only a leader in the manufacture of industrial components, we are a …
Full Time | Charlottetown, Canada
Apply 5 days ago
Clearwater Analytics (CWAN)
Client Servicing Associate
Job Summary: The FIX Operations position is responsible for setting up, maintaining, and supporting…
Full Time | Mh, India
Apply 5 days ago