Company Overview
Loanify is a Singapore-based financing consultancy that helps individuals and businesses navigate borrowing options. We connect customers with suitable financing solutions and provide guidance throughout the application process to make financing accessible and transparent.
Job Summary
You will be a key contact for customers, assisting with financing enquiries, coordinating loan applications, and ensuring a smooth experience from enquiry to approval.
Responsibilities
Respond promptly to customer enquiries via WhatsApp, phone calls, and other communication channels to provide clear and accurate financing information
Assess customers’ financing needs to recommend appropriate loan options based on available products
Assist customers in collecting and verifying required documents for loan applications to ensure completeness and accuracy
Coordinate loan application processes by liaising with customers and financial institutions to track progress and resolve issues
Provide timely updates to customers on application status and follow up on outstanding documents or requirements
Maintain accurate and organized records of customer information and application details for compliance and reporting
Perform administrative duties including data entry, documentation, and filing to support efficient operations
Collaborate with internal teams to ensure smooth and timely processing of loan applications
Handle customer concerns professionally, escalating complex issues to appropriate personnel when necessary
Protect customer confidentiality by securely managing personal and financial information
Adhere to company policies, regulatory requirements, and internal compliance standards in all tasks
Support additional customer service and operational duties as needed to contribute to team goals
Preferred competencies and qualifications
Previous experience in customer service, sales administration, banking, finance, or loan processing is an advantage but not mandatory
Proficiency in basic computer applications and administrative tasks
Strong communication and interpersonal skills to engage effectively with customers and team members
Good organisational and time-management skills to handle multiple cases simultaneously
Detail-oriented approach to ensure accuracy in documentation and data management
Positive attitude and willingness to learn in a fast-paced, growing environment
About Loanify
Loanify is a Singapore-based financing consultancy that helps individuals and businesses navigate their borrowing and financing options. We work with a network of financial institutions and lending providers to connect customers with suitable financing solutions based on their needs and circumstances.
Our services include assisting customers with business financing, personal financing and other loan-related solutions, while providing guidance throughout the application process. We aim to make financing more accessible, transparent and straightforward by helping customers understand their available options and supporting them through the process from enquiry to application.
At Loanify, we believe that responsible financing starts with making informed decisions. Our team is committed to providing professional service, clear communication and customer-focused support while maintaining high standards of integrity and compliance.
As a growing company, we are building a team that values initiative, continuous learning, teamwork and a strong sense of responsibility. We welcome individuals who are passionate about helping customers, developing their financial knowledge and growing together with the business.