WFH Admin Assistant (Case Checking)

About Us:
We specialize in guiding clients through the bank loan application process with expert support. Our team is dedicated to making bank financing straightforward and efficient, ensuring our clients get the best options to meet their needs.

Job Description:
We are seeking a detail-oriented and organized Case Checking Admin to join our team. This role is crucial in ensuring that customer documents are accurately reviewed, potential issues are identified and recorded, and qualified leads are distributed to our sales team efficiently.

Responsibilities:

• Document Review: Thoroughly check customer-provided documents, ensuring all necessary information is present and identifying any issues or discrepancies.
• Issue Identification: Spot potential issues or gaps in customer documents that may impact the loan application process, recording these findings accurately.
• Lead Distribution: Organize and distribute qualified leads to the appropriate sales team members, ensuring timely and effective handoffs.
• Record Keeping: Maintain detailed records of document reviews, issues identified, and lead distribution for efficient tracking and reference.
• Collaboration: Work closely with the sales team to provide clear, accurate information about each lead and assist in resolving document-related questions.

Requirements:

• Previous experience in document handling, data entry, or administrative support is preferred.
• Excellent attention to detail and strong organizational skills.
• Ability to identify issues in documentation and communicate them effectively.
• Proficiency with common office software (Microsoft Office, Google Workspace, etc.).
• Ability to work well in a team and maintain a high level of accuracy under tight deadlines.
• Prior experience in a financial or banking environment is a plus.

Working hours:

Monday to Friday: 10:00 AM – 6:00 PM

Saturday: 9:00 AM – 1:00 PM