I. JOB DESCRIPTION
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Support customers and coordinate with partners/platforms to guide customers in completing loan application documents according to checklists and product requirements.
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Review customer documents provided, cross-check information in the system, and ensure documents are complete and accurate according to regulations.
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Address customer questions about products, document lists, document processing procedures, and additional requirements.
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Advise, guide, and persuade customers to complete documents, sign contracts, and use services.
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Track documents throughout all processing steps; proactively update and notify customers when additional documents, signatures, or next steps are needed.
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Coordinate with internal departments and partners to process documents, ensuring timeline and document quality according to procedures.
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Regularly work with partners/platforms to monitor document pipeline, identify bottlenecks/issues in processing, and propose solutions and improvements.
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Coordinate with partners to ensure stable incoming document pipeline according to commitments, promptly communicate when changes or issues affecting output occur.
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Participate in new product development projects with partners, serving as business support and operations throughout the loan document processing pipeline.
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Propose solutions to improve procedures, coordination methods, and customer experience to enhance document processing efficiency.
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Perform other tasks as assigned/directed by managers.
II. REQUIREMENTS
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University degree; preferably in Economics, Finance – Banking, Business Administration, or related fields.
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At least 1 year of experience in business support, document operations, customer service, finance – banking, fintech, or working with partners/platforms.
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Ability to control documents, data, and track work throughout multiple processing steps.
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Good communication skills, ability to advise, guide, and resolve customer issues.
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Ability to coordinate and work directly with partners.
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Proactively identify issues, find root causes, and propose solutions/improvements.
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Careful, responsible, attentive to timelines, and able to handle multiple documents simultaneously.
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Service mindset, operations mindset, and business support spirit.
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Preferred: experience with SME loan documents, credit, lending, or operations on platforms/partners.
III. BENEFITS
1. Compensation
- Fixed salary negotiable based on competence and experience.
- Lunch allowance 500,000 VND/month.
- Performance bonus based on work results; 13th month salary and bonuses on holidays/Tet according to Company policy.
2. Insurance & Benefits
- Participate in social insurance, health insurance, unemployment insurance as regulated; health insurance by level and current Company policy.
- Enjoy annual leave, seniority leave, compassionate leave, and employee care policies as regulated.
- Participate in cultural, sports, travel activities, and teambuilding 2 times/year.
3. Development Opportunities
- Directly participate in operations and development of financial products for SMEs, coordinating with platforms and partners throughout the document processing pipeline.
- Opportunity to participate in new product development projects, process improvements, and customer experience optimization.
- Able to proactively propose initiatives and solutions to enhance operational efficiency and service quality.
- Work in a professional environment, collaborate across departments, and have career development opportunities based on competence.
