OK Finance - (Senior) Product Officer, Customer Engagement

Responsibilities

• Prepare regular reports on loan applications, approvals, disbursements and sales performance
• Analyse loan application drop-off reasons, and review cases with Sales, Credit and Operations
• Monitor application conversion, pending cases and turnaround time, and highlight issues for follow-up
• Support loan portfolio initiatives, including customer segmentation, call-list preparation and tracking of results
• Assist with product and system enhancement projects, including user requirements, UAT and implementation
• Follow up with relevant departments on outstanding tasks and project issues
• Prepare meeting notes, presentation materials and process documents

Requirements

• Higher diploma or degree in Business, Finance or a related discipline
• At least 3 years of relevant in-house experience in a bank or finance company, preferably in product management, lending operations, business analysis or project support
• Good understanding of loan application and approval processes
• Good Excel skills, including PivotTables and lookup functions
• Experience in preparing reports and reviewing data. UAT experience would be an advantage
• Detail-minded, willing to learn and reliable in following up on tasks
• Able to work independently on assigned tasks and seek guidance when needed
• Good written and spoken English and Chinese