Role summary: Entry-to-mid role for a smart, reliable individual who can learn fast. You’ll interview clients, manage documents, draft credit summaries (from templates), and coordinate files through approval. We’ll show you the ropes; you bring integrity, organization, and critical thinking.

What you’ll do

• Client point person: Conduct guided interviews (we provide scripts), explain requirements, and keep clients updated.
• Own the checklist: Collect, verify, and file IDs, income docs, and property papers; keep everything complete and organized.
• Draft credit summaries: Fill out our memo templates (facts, red flags, basic analysis); refine with supervisor feedback.
• Coordinate CI & handoffs: Work with our Credit Investigators; pass clean files to Legal/Finance and track conditions until release.
• Keep records tight: Follow SOPs, naming conventions, and privacy rules; maintain auditable folders and trackers.
• Improve the process: Spot bottlenecks, propose small fixes, and document what works.

What you’ll need

• Bachelor’s degree (any field).
• 1–3 years of experience
• Strong written English; can turn messy inputs into a clear and concise reports.
• Organized, detail-oriented, and sticks to checklists/SOPs.
• High integrity and discretion with sensitive information.
• Computer literate (MS Office, Google Docs/Sheets/Drive, etc. learns new tools fast.)
• On-site role (not WFH).

Nice to have (not required)

• Basic spreadsheet skills (filters, vlookup, simple formulas).
• Experience in any client-facing or documentation-heavy role.

How we’ll train you

• Weeks 1–2: Case studies, shadow interviews, learn our checklists and file structure.
• Weeks 3–6: Run your own interviews with supervision; submit report drafts, work with Credit Investigators.
• Weeks 7 & beyond: Attain competence and work towards mastery, handle clients end-to-end.

What success looks like

• Files are complete, verifiable, and audit-ready.
• Reports are clear and factual, requiring minimal edits.
• Clients get proactive updates; no chasing us for status.
• You follow the process—and improve it where sensible.