Financial Services Coordinator

7 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Financial Group

The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking and insurance products through its extensive network of over 70 branches across Hong Kong, Macau, and Mainland China.

Our core values include caring, teamwork, and progressiveness. We recognize that each individual brings unique talents and abilities, and strive to create an environment where everyone can grow and thrive.

As a member of our team, you will play a vital role in supporting the Corporate Banking Division (CBD) by preparing credit line distributions for supervisor approval. You will also assist with fee collection transactions, and handle mortgage document checking for various departments, including CBD, Retail Banking Division (RBD), and Private Banking Division (PBD).

Key Responsibilities:
  • Coordinate the distribution of credit lines for CBD
  • Process bank guarantee and performance bond applications
  • Handle non-mortgage product applications from business units
  • Review mortgage documents from solicitors to ensure accuracy and completeness
  • Prepare instruction letters for various departments
  • Follow up with Relationship Managers and branches on outstanding loan documents
  • Address inquiries from RMs, solicitor firms, and other departments
  • Process G/L entries for fee collection, including SFGS Guarantee Fee
  • Manage e-Alert Service Order processing
  • Update systems and input data
  • Submit CCRA data to Dun & Bradstreet
  • Compile MIS reports for supervisors/ managers
  • Participate in project or system enhancements as assigned
  • Maintain files in accordance with Departmental Data Retention Policy
Requirements:
  • Matriculation or above qualification
  • Minimum 3 years' experience in bank operations, preferably related to loan operations
  • Basic knowledge of banking products and accounting principles
  • Candidate with Certified Banker qualification is an advantage


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