概述
文档管理专员主要负责贷后客户文档的收集、核实、归档和保管工作; 以及提供针对经销商贷后业务的各项服务。
主要岗位职责
1. 负责放款后归档前的零售客户资料复核工作,并跟进补齐缺失的资料
2. 负责零售客户资料的分类、归档和管理
3. 负责经销商服务热线的接听
4. 负责经销商服务费发票的登记和统计工作
5. 负责客户文件外包前的清点及整理、登记、管理工作
6. 负责抵/解押资料和备案资料的盖章和邮寄工作
7. 负责续保催收和审批工作
8. 完成上司交办的其他工作
岗位要求
1. 本科或以上学历,管理、金融等专业优先
2. 工作经验不限,有1年以上相关金融工作经验或相关金融从业证书优先
3. 掌握汽车金融行业知识,熟悉金融行业相关政策与法规
4. 熟悉贷后管理流程及市场动态
5. 具有良好人际交往及维系经销商关系的能力
6. 具备优秀的沟通协调和团队合作能力,较强的抗压能力
Summary:
File management specialist is mainly responsible for collecting, verifying, archiving and keeping retail customer original files; and providing post-loan services for dealers.
Main Job Responsibilities:
1. Responsible for verifying and archiving the customer materials after disbursement, and follow up collecting the missing materials
2. Take responsible for cataloging filing and administrating the retail customer materials
3. Take responsible for answering dealer hotline
4. Take responsible for registering and summarizing of dealership service invoice
5. Take responsible for checking, registering of the outsourcing files
6. Take responsible for stamping and mailing pledge/pledge-release materials and accreditation materials
7. Take responsible for insurance renewal collecting and approving
8. Perform other ad hoc work assigned by the supervisor
Requirements:
1. Bachelor or above degree, management, financial major preferred;
2. No requirement on working experience, candidate with 1 years and above finance related working experience and relevant finance and economy certificates preferred;
3. Acknowledge of auto finance industry, familiar with the financial industry-related policies and regulations;
4. Familiar with post-credit management processes and market dynamics;
5. Have good interpersonal skill and ability to maintain dealer relationships;
6. Have excellent communication and cooperation skills with strong ability to handle stress
职能类别: 风险管理/控制
联系方式
上班地址:上海浦东新区福山路500号城建国际中心12楼
Get email alerts for the latest"文档管理专员 Document Management Splt. jobs in Shanghai"