Bank Follow-up Officer

1 week ago

Cochin, Kerala, India Loanitol Full time ₹ 15,000 - ₹ 1,80,000 per year

  • Key Responsibilities:

  • Review customer profiles prepared by financial analysts.

  • Coordinate with bank managers for profile sharing and follow-ups.

  • Review and analyse income documents, bank statements, and loan history.

  • Conduct visits to banks for case finalization.

  • Collect legal documents from customer and check with check points

  • Ensure technical and legal clearances from banks.

  • Coordinate with legal and technical officers to clear pending issues.

  • Collect additional document requirements from bank managers.

  • Verify legal reports from advocates.

  • Application filling and submission.

  • Follow up on loan login status with banks.

  • Conduct bank visits for case follow-ups.

  • Track sanction status and follow up with banks.

  • Conduct pending follow-ups post-sanction.

  • Reconfirm loan details with customer's post-sanction.

  • Verify disbursement documents.

  • Collect and handover cheques to customers.

  • Inform customers about cheque details and EMI schedules.

  • Coordinate subsequent disbursements.

  • Ensure proper documentation handover to customers.

  • Collect file numbers and executive email IDs post-disbursement.

  • Follow up on balance payments from customers.

  • Maintain daily MIS with customer ( current follow up) status updates – .

  • Update pending/challenging reasons in group discussions.

  • Update customer details in the profile tracker.

  • Maintain physical customer files and documents.

  • Prepare and send office-use emails as required.

Job Type: Full-time

Pay: ₹15, ₹18,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Leave encashment

Experience:

  • Bank follow-up officer: 1 year (Preferred)

Work Location: In person

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