Process Associate

2 days ago

Mohali Punjab, India Kalyan Business Solutions Full time

**Job description Job Title: Process Associate** - Asset Finance

Department: Finance & Lending Reports To: Team Lead / Process Manager

Location: Mohali

**Job Type**: Full-Time | In-Office

Role Summary:
Key Responsibilities

1. Organizational & Market Understanding
- Develop a thorough understanding of the company and its operational frameworks.
- Gain awareness of major Australian financial regulatory bodies: ASIC, ATO, APRA, and ACCC.
- Stay informed about major Australian banks and lenders.

2. Finance Application Process Stages

Enquiry Stage
- Understand different borrowing structures (e.g., Sole Trader, Company, Partnership, Trust).
- Collect and organize client enquiry documents (ID proof, invoices, etc.).
- Perform ABN lookups, analyse RP Data, and manage digital folders in Zoho.

B. Preparation Stage
- Conduct company and individual credit checks using Equifax.
- Identify all applicant parties and contribute to drafting submission notes.
- Learn and adhere to lender policies; navigate various lender portals.

C. Submission & Approval Stage
- Review private/dealer sale invoices and ensure they meet lender conditions.
- Send and manage documents via Annexture or DocuSign.

D. Post-Settlement Stage
- Manage compliance documentation and verify file completion.
- Request additional documents such as amortization schedules and payout letters.
- Update Zoho CRM notes and maintain daily status trackers.

3. Communication & Administrative Tasks
- Maintain clear and updated notes in Zoho CRM.
- Collaborate with team members and use internal knowledge bases for continuous learning.

Tools & Platforms Used
- Zoho One (including Zoho CRM)
- 3CX (for communication)
- Equifax (credit reporting)
- RP Data (property and business insights)
- Lender Portals (e.g., Flexicommercial, Pepper)
- Annature / DocuSign (digital signatures and document exchange)
- Basic understanding of finance, credit processes, or Australian financial regulations.
- Proficient in digital tools and CRM systems, especially Zoho.
- Strong organisational and communication skills.
- Ability to work in a fast-paced, team-oriented environment with attention to detail.

Pay: ₹20,000.00 - ₹40,000.00 per month

**Benefits**:

- Food provided
- Health insurance Schedule:

- Monday to Friday
- Morning shift
- Weekend availability Supplemental Pay:

- Performance bonus
- Yearly bonus Ability to commute/relocate:

- Mohali, Punjab: Reliably commute or planning to relocate before starting work (required)

Location**:Mohali, Punjab (required)**

Work Location: In person

Pay: ₹25,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

Application Question(s):

- are you proficient in digital tools and CRM systems, especially Zoho. and Australian/New Zealand accounting?

**Education**:

- Bachelor's (preferred)

**Experience**:

- Process Associate - Asset Finance : 3 years (required)

Work Location: In person

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