Loan Admin Assistant β€” Salesforce & Bank Docs

Loan Admin Assistant β€” Salesforce & Bank Docs

Full-Time 30000 - 40000 € / year (est.) No home office possible
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At a Glance

  • Tasks: Assist in processing loan applications and manage documentation using Salesforce.
  • Company: Join a leading distributor of top-selling EV cars with a dynamic team.
  • Benefits: Enjoy competitive pay, supportive work environment, and opportunities for growth.
  • Other info: Flexible working hours and a chance to develop your career in finance.
  • Why this job: Be part of the green revolution while gaining valuable admin experience.
  • Qualifications: Strong attention to detail and basic knowledge of Salesforce preferred.

The predicted salary is between 30000 - 40000 € per year.

Same platform, different brand. Your saved jobs and alerts as well as your log in details have moved with you.

Distributor of top selling EV cars (JTL).

  • Submit the loan cases to bank for processing.
  • Record loan cases into Salesforce.
  • Liaise with Banks for update on loan status.
  • Monitor and update Salesforce with loan approval advice from the Banks.
  • Convey the loan status to Sales Consultants.
  • Release loan amount into Salesforce for registration.
  • Check loan documents submitted by Sales Consultants before releasing loan amount into Salesforce for registration.
  • Liaise with Sales Consultants for outstanding documents before & after registration.
  • Check the Tax Invoices, LTA logcard and Insurance Cover Note from Vehicle Admin before despatch to Banks.
  • Check the HP Agreement and other required forms are duly signed before despatch to Banks.
  • Generate despatch batch in Salesforce and prepare documents to Banks for disbursement.
  • Update and record outgoing documents into Salesforce.
  • Liaise with Banks and arrange for daily collection of documents.
  • Other daily admin duties include photocopying, archiving of loan cases into ParaDM, etc.
  • Other ad hoc duties as assigned.

Working hours:

  • 8.30am to 6.30pm (Monday) (1-hour lunch break)
  • 8.30am to 6.15pm (Tuesday-Friday) (1-hour lunch break)

Location: Alexandra

Interest applicants, pls email updated resume to ***email_hidden***.

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Loan Admin Assistant β€” Salesforce & Bank Docs employer: Recruit Express

As a Loan Admin Assistant at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. Located in the vibrant area of Alexandra, we offer competitive benefits, a collaborative environment, and opportunities to engage with top-tier banks, making your role both meaningful and rewarding.

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Contact Detail:

Recruit Express Recruiting Team

StudySmarter Expert Advice🀫

We think this is how you could land Loan Admin Assistant β€” Salesforce & Bank Docs

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and automotive sectors. A friendly chat can lead to insider info about job openings or even a referral that could get you in the door.

✨Tip Number 2

Prepare for interviews by practising common questions related to loan processing and Salesforce. We recommend role-playing with a friend to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your skills! Bring along examples of how you've successfully managed loan cases or used Salesforce in past roles. This will help you stand out and demonstrate your value to potential employers.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing familiar faces from our community!

We think you need these skills to ace Loan Admin Assistant β€” Salesforce & Bank Docs

Salesforce
Loan Processing
Communication Skills
Attention to Detail
Document Management
Liaison Skills
Data Entry

Some tips for your application 🫑

Tailor Your CV:Make sure your CV is tailored to the Loan Admin Assistant role. Highlight any experience you have with Salesforce or banking documents, as this will show us you're a great fit for the job.

Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the position and how your skills align with what we’re looking for. Keep it friendly and professional!

Show Off Your Attention to Detail:Since the role involves checking loan documents and liaising with banks, make sure to showcase your attention to detail in your application. A small mistake can lead to big issues, so let us know you’ve got this covered!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Recruit Express

✨Know Your Salesforce

Make sure you brush up on your Salesforce knowledge before the interview. Familiarise yourself with how loan cases are recorded and updated in the system, as well as any relevant features that might come up during your chat.

✨Understand the Loan Process

Get a good grasp of the loan processing workflow. Be prepared to discuss how you would liaise with banks and sales consultants, and what steps you would take to ensure all documents are in order before disbursement.

✨Show Your Attention to Detail

Since this role involves checking various documents, be ready to demonstrate your attention to detail. You could mention past experiences where your meticulousness made a difference, especially in admin tasks or document handling.

✨Prepare Questions for Them

Think of insightful questions to ask about the company culture or the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you too!