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Finance Associate

Posted on June 24, 2025

  • Pb, India
  • 0 - 0 USD (yearly)
  • Full Time

Finance Associate

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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


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