Financial Documentation Specialist

1 day ago


Thāne, Maharashtra, India beBeeDocument Full time ₹ 15,00,000 - ₹ 28,00,000

Job Title: Financial Documentation Specialist

  • Prepare and verify documentation related to working capital loans, ensuring all required paperwork is complete and accurate.
  • Coordinate with clients and internal teams to collect necessary documents for loan processing and approval.
  • Ensure compliance with regulatory requirements and company policies during documentation review and loan disbursal.
  • Maintain and organize physical and digital files related to working capital documentation for easy retrieval and audit purposes.
  • Support senior team members in tracking the progress of loan applications and addressing any documentation discrepancies or issues.
  • Update and maintain databases to ensure all customer records and loan information are current and accurately documented.
  • Assist in preparing reports on documentation status and other relevant metrics to ensure smooth loan processing and approvals.

Key Responsibilities:

  • Documentation Review: Verify accuracy and completeness of loan documentation
  • Client Communication: Coordinate with clients and internal teams to resolve documentation discrepancies
  • Compliance: Ensure adherence to regulatory requirements and company policies
  • File Management: Organize and maintain physical and digital files
  • Reporting: Prepare reports on documentation status and other relevant metrics

Why Choose Us?

We offer a dynamic work environment that fosters growth and development. Our team is passionate about delivering exceptional results and making a positive impact. Join us and be part of a collaborative team that values innovation and excellence.



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