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