Case Administrator/Credit Counsellor
1 day ago
- Read and understand the cases in the system
- Examine the case supporting documents and extract relevant data, eg. credit reports.
- Clarify / verify information with client
- Conduct account verification with the creditors according to the guidelines
- Prepare and generate DMP documents according to guidelines
- Liaise with help seekers on documents submissions
- Submit draft DMP proposals for internal review committee’s approval according to the guidelines
- Schedule Clearance Session for client
- Queue draft DMP proposals for sending to creditors
- Update team’s spreadsheet
- Scan case documents into the system, eg. DMS Attachment
- Relief team member when required
- Perform counter duty according to roster and when required
- Attend to signing of documents and to clients who come for Clearance
- Adhere to new policies / procedures rolled out by Management
- Adhere to PDPA policies and observe client’s info confidentiality
- Any other job & duty as & when assigned
Requirements:
- Diploma in Finance, Accountancy, Banking & Financial Services or Business Administration
- Possess at least 5 years of working experience
- Meticulous with data entries and document formatting.
- Candidates with banking experience in credit or loans; or in social service sector would be a plus.
- Persons with empathy and patience would be good fit.
Tell employers what skills you have
Excellent Communication Skills
Listening Skills
Bad Debt
Debt Recovery
Interpersonal Skills
Loans
Counseling
Written Communication
Distressed Debt
Banking
debt financing
Case Management
Financial Services
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