Customer Service Associate

Company Overview

Loanify is a Singapore-based financing consultancy that helps individuals and businesses navigate borrowing options. We connect customers with suitable financing solutions and provide guidance throughout the application process to make financing accessible and transparent.

Job Summary

You will be a key contact for customers, assisting with financing enquiries, coordinating loan applications, and ensuring a smooth experience from enquiry to approval.

Responsibilities

• Respond promptly to customer enquiries via WhatsApp, phone calls, and other communication channels to provide clear and accurate financing information
• Assess customers financing needs to recommend appropriate loan options based on available products
• Assist customers in collecting and verifying required documents for loan applications to ensure completeness and accuracy
• Coordinate loan application processes by liaising with customers and financial institutions to track progress and resolve issues
• Provide timely updates to customers on application status and follow up on outstanding documents or requirements
• Maintain accurate and organized records of customer information and application details for compliance and reporting
• Perform administrative duties including data entry, documentation, and filing to support efficient operations
• Collaborate with internal teams to ensure smooth and timely processing of loan applications
• Handle customer concerns professionally, escalating complex issues to appropriate personnel when necessary
• Protect customer confidentiality by securely managing personal and financial information
• Adhere to company policies, regulatory requirements, and internal compliance standards in all tasks
• Support additional customer service and operational duties as needed to contribute to team goals

Preferred competencies and qualifications

• Previous experience in customer service, sales administration, banking, finance, or loan processing is an advantage but not mandatory
• Proficiency in basic computer applications and administrative tasks
• Strong communication and interpersonal skills to engage effectively with customers and team members
• Good organisational and time-management skills to handle multiple cases simultaneously
• Detail-oriented approach to ensure accuracy in documentation and data management
• Positive attitude and willingness to learn in a fast-paced, growing environment