Client Relationship Analyst
2 weeks ago
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Client Relationship Analyst (CRA)- Accounting
- Accountant - Financial
- Libis, Quezon City
- Permanent / Full Time
9/5/2024
Hiring ProfileQuestion
Comments
Job Title/Position
Client Relationship Analyst (CRA)
Headcount
How many people with this profile do you need to hire?
2
Job Responsibilities
Describe the job role and the day to day tasks involved.
Refer to attached summary
Qualifications
Describe the qualifications the staff must have in terms of skills and capabilities
Degree/Diploma in Commerce, Finance, Accounting, or similar fields.
Competencies/Personality Traits
Self motivated individual who is comfortable dealing with ambiguity and solving problems
Love data, numbers and all things spreadsheets
Enjoys using new technology
High attention to detail with a determination to deliver great work
Great communicator who loves life and is comfortable dealing with clients
Loves a team environment where everyone works to the same goal
Prior Experience
Describe the prior working experience a candidate should have.
Ideally 2 years work experience background in finance, accounting or financial administration
Performance Measurement
How can we measure performance for this job profile (KPIs/Metrics/Targets)
Completion of daily data uploads,
Daily completion of insurance limit requests,
Same day completion of all Customer Rating reports,
24 hour provision of new loan application support reports
24 hour provision of new customer loan documents
Quarterly Due Diligence report completion within 14 days of EOQ
Working Hours
Describe the work schedule the staff will follow Eg. 9am-6pm AEST.
AEST 8.30am – 5pm. We are happy to provide flexibility in this regard, including part-time (4 days per week), or start later (say 10am) and finish later (say 6.30pm)
Reporting to
To whom will the staff be reporting to?
Chief Risk Officer, Senior Manager Risk & Compliance
Screening & Selection
Question
Comments
Additional Screening
Do you want to add any of your own skill tests or other screening processes?
Yes, we will have a Risk Scenario test that we would like to run the final applicants through.
Hiring Decision Maker
Who from your side will make the hiring decision?
Chief Risk Officer, Senior Manager Risk & Compliance
Interview Scheduling
Describe when you would be available for phone/video conference interviews.
We are very flexible in this regard and will fit in with times that suit you and the applicants
Training
Question
Comments
Training Process
Please describe your ideas around the training and onboarding process for this job profile
Background reading to be shared with the successful applicants,
We will load up the required platforms for the user on their computer, ensuring all accessible on Day 1,
Time spent via VC via each of the MD, CRO, local CRAs, Account Executives and Sales Executive to learn a little about the team,
F2F training with Risk (we will visit) to spend 1 week introducing, training, coaching,
Daily follow ups via VC to discuss role/tasks/further training requirements/new tasks,
Weekly Operations meetings with the local Risk/Ops team,
Quarterly business-wide reviews via VC,
Half yearly global-wide VC meetings discussing performance, changes, intro new people etc.
Company Information
Question
Comments
Company Profile
Please provide a comprehensive description/profile of your company
Tradeplus24 Australia Pty Ltd (TP24) was launched in Australia in 2018,
We have a Zurich-based head office launched in 2016, and more recently opened offices in London and Amsterdam, with plans for further global expansion into Asia and Middle East.
TP24 are a B2B Fintech, lending to SMEs in Australia.
We specialise in providing an alternative to the major lenders in Australia by utilizing the Accounts Receivable ledger of our customers to secure funding, and assist with their ongoing growth.
We utilise specialised technology to track the ongoing value of our customers Receivables book.
Customers are sourced from a range of Commercial Brokers, Direct marketing through our website, Social media (LinkedIn) and other referral sources, including our existing customers.
Website
Contact Person
Kelvin Rossely
Email Address
Landline/Mobile
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