Loan Proposal Manager

1 day ago


Kozhikode Calicut Ernakulam, India beBeeLoan Full time ₹ 5,00,000 - ₹ 10,00,000
Job Overview

This role is centered around overseeing the process of customer and builder proposals, ensuring all required legal and valuation documents are obtained and processed promptly.

The ideal candidate will have a minimum of 3-5 years of experience in the banking/financial services sector with at least 3+ years of experience in Retail Assets focusing on Housing Loan & Secured loans (LAP).

Responsibilities:
  • Data Entry and Verification: Accurately enter data and verify data related to customer and APF proposals with checklist provided.
  • Proposal Oversight: Oversee the process of customer and builder APF proposals.
  • Follow-up and Clarification: Regular follow-up clarification from Branch, sales team, DSA/connector.
  • Cordination: Coordinate legal and valuation processes with relevant vendors.
  • Document Management: Ensure all required legal and valuation documents are obtained and processed promptly.
  • Query Resolution: Address and resolve queries from customers, builders, and internal stakeholders efficiently.
  • MIS Reporting: Provide daily/weekly and monthly MIS.
Requirements:
  • Experience: Minimum 3-5 years of experience in the banking/financial services sector with at least 3+ years of experience in Retail Assets focusing on Housing Loan & Secured loans (LAP).
  • Specialization: Specialist in HL/LAP proposal verification end-to-end.


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