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Financial Services Operations Executive – APAC
Ingram Micro. Support the continued growth of Ingram Micro Financial Solutions (IMFS) across the Asia Pacific region .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing financing transactions throughout the lifecycle, including customer onboarding, documentation, and funding. Proficient in operational reporting, process improvement, and stakeholder management across diverse teams and regions.
Highest-signal resume keywords
Financing Transaction ManagementCustomer OnboardingOperational ReportingStakeholder ManagementProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services OperationsEquipment FinanceVendor FinanceBanking OperationsLeasingCommercial Sales OperationsAdvanced Microsoft ExcelAdvanced Microsoft WordAdvanced Microsoft PowerPointUser Acceptance Testing (UAT)
Soft Skills
Analytical SkillsOrganizational SkillsStakeholder EngagementCross-Functional CollaborationTime Management
Tools & Technologies
CRM PlatformsXvantageBusiness Systems
Industry Keywords
Financing PipelineKYCCredit AssessmentFunding Partner ProgrammesLease ManagementOperational Efficiency
About the role
Key responsibilities & impact- Support the continued growth of Ingram Micro Financial Solutions (IMFS) across the Asia Pacific region
- Manage financing opportunities throughout the transaction lifecycle while maintaining accurate CRM records, pipeline data and deal milestones
- Maintain the integrity of the regional financing pipeline and prepare pipeline, funding and management reports
- Develop financing collateral, customer presentations and sales enablement materials
- Coordinate financing transactions between customers, resellers, funding partners and internal stakeholders
- Review financing documentation and support customer onboarding, KYC, credit assessment and funding
- Monitor financing transactions through to funding and resolve operational or documentation issues
- Coordinate with regional Credit, Finance, Sales Operations and country teams on onboarding, credit approvals, invoicing, settlements and referral fees
- Assist with transaction reconciliations and resolve operational queries
- Support funding partner programmes, reporting, referral fee calculations, promotional programmes and documentation
- Coordinate end-of-lease activities, including lease extensions, equipment returns and fair market value purchase options
- Track lease maturity dates and support reporting and portfolio management for financed assets
- Improve financing processes, systems, reporting and operational efficiency
- Support CRM, Xvantage and other business-system implementation and enhancement, including UAT
- Develop and maintain operational procedures, process documentation and best practices across APAC
Requirements
What you’ll need- Diploma or Bachelor's degree in Business, Finance, Banking, Accounting or a related discipline
- At least 6 years' relevant experience in financial services operations, equipment finance, vendor finance, banking operations, leasing or commercial sales operations
- Experience managing financing transactions throughout the transaction lifecycle, including customer onboarding, documentation, funding and end-of-lease activities
- Experience working with funding partners, leasing companies or financial institutions would be highly regarded
- Experience working with CRM platforms, business systems and operational reporting
- Experience supporting system implementation, process improvement or user acceptance testing (UAT) would be advantageous
- Advanced proficiency in Microsoft Excel, Word and PowerPoint
- Strong analytical, reporting and organisational skills
- Excellent stakeholder management skills with the ability to engage customers, funding partners and cross-functional teams across multiple countries
- Ability to manage multiple financing transactions while meeting deadlines in a fast-paced environment
Benefits
Comp & perks- Support, flexibility and opportunities to build meaningful careers
- Opportunity to play a key role in the operational success of IMFS across the Asia Pacific region
- Exposure to process innovation, digital transformation, and enhancement of CRM, Xvantage and other business systems