Operations Officer

Job Description (Role & Responsibilities)

• Ensure smooth financial transactions by meticulously verifying invoices and supporting documents submitted by clients for financing. Proactively address any documentation issues to maintain efficiency and client satisfaction.
• Manage incoming payments from Clients and Customers with precision, facilitating timely processing and accurate allocation of funds. Follow up to obtain payment advice and ensure seamless financial operations.
• Ensure accurate and neat record-keeping and reconciliation of daily transactions in the factoring system and physical records.
• Compute and keep track to advise clients on funds available for drawdown and ensure compliance with the terms of the disbursement.
• Monitor submissions of monthly invoices and contract progress claims by Clients.
• Provide support to the Relationship Managers in servicing the Clients, eg request for financial accounts, submission of monthly bank statements, computation of late payment charges, preparation of legal documents etc.
• Prepare and mail monthly statement of accounts and advice to Clients and Customers.
• Filing of documents to ensure proper housekeeping of documents for easy retrieval.
• Support team's decision-making by preparing timely and accurate management reports to be submitted to Management, Relationship Manager, and Credit Risk officers
• Handle bank-related tasks efficiently, contributing to seamless financial operations.
• Proactively identify opportunities to improve productivity and mitigate operational risks by reviewing and providing feedback on operational processes and workflows.
• Any other ad-hoc duties assigned by the Department Manager.

Qualifications:

• Ideally experienced with SME Financial products.

• Minimum 4 years of experience, preferably in the finance industry

• Organised and meticulous with strong attention to details

• Proactive and solution-oriented, with a strong work ethic

• Demonstrate professionalism, maturity and confidence in handling diverse tasks

• Ability to work independently and adapt to changing priorities

• Good interpersonal and communication skills, both verbal and written
  

Benefits and Perks:

• Funding for ongoing learning and development.

• Tech support and provision of company-issued equipment.