Financial Operation Associate

Eazzy3915

"Eazzy is looking for a Financial Operation Assistantwho will work directly with the manager in order to assist in daily officeworks. We are often overwhelmed with workload, so the desired candidate needsto be positive and possess creative problem solving skill, people skill, phoneskill and a desire to learn and assist with everyday operations. The primaryresponsibilities of this position are document preparation, financial servicingand review of client accounts. The right candidate will have strong interpersonalskills, excellent organizational and analytical skills.

Follow up on all leads and maintain a very active pipelinedaily.

Prepare documentation and provide solutions to clients.

Duties Include:

•        Assist in everyday office operation

•        Greet clients and direct them to thescheduled appointment

•        Answer phone calls, transfer and takemessage if necessary

•        Filling out forms and collectingdocuments from clients over the phone, email or in person

•        Organize files and prepare packages forthe managers

RESPONSIBILITIES            

"Assist in everyday office operation

Greet clients and direct them to the scheduled appointment

Answer phone calls, transfer and take message if necessary

Filling out forms and collecting documents from clients overthe phone, email or in person

Organize files and prepare packages for the managers

QUALIFICATIONS            

•        BasicEnglish skills

•        Bright andPositive personality, “can do” attitude and perseverance to finish tasks

•        General PhoneSkills

•        GeneralComputer skill and Microsoft Office Suite Knowledge

Banking experience or other loan operations experience andknowledge of lending procedures and regulatory guidelines is preferred.

Education & Experience Requirements:

Bachelors degree preferred

Must be Bilingual (English and Chinese)

Competency in Microsoft Word and Excel

Strong customer service orientation

please send Resume: hr@eazzyconsulting.com