Responsibilities of the Credit Operations Associate:

• Liaise with the client via email to request and process documents for financing and liaise with Sales, Operations and Customer Success teams for documents readiness;
• Insert customer and account data by inputting text based and numerical information from source documents within SLA time frames
• Track and collect the documents required for credit UW of a lead
• Perform financial spreading and process bank statements for the credit assessment
• Able to work closely with internal and external stakeholders to keep track of business and operations processes
• Ensure timely delivery of cases for UW and ensuing faster TAT.
• Analyze the recommended limit vs pre-qual limit before UW. 
• Generate reports for internal and external stakeholders
• Other ad-hoc duties assigned by management

Requirements of the Credit Operations Associate: 

• Knowledge of basic financial services.
• Previous 2 to 4 Yrs of relevant experience is required.
• Previous experience in Credit and Operations is required,
• Self-starter and hands-on, with demonstrable ability to work proactively and independently to drive results
• Good interpersonal and communication skills with knowledge of the local market
• Ability to work in high performance, high pressure, targeted oriented team
• Strong orientation towards data gathering, problem solving, experimenting and iterating with the results, to arrive at the right solution
• Ability to work in a fast-paced cross-functional team environment is a must.