Bank Follow Up Officer(SME)

4 days ago

Cochin, Kerala, India Loanitol Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Key Responsibilities:

  1. Review customer profiles prepared by financial analysts.

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

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

  4. Conduct visits to banks for case finalization.

  5. Collect legal documents from customer and check with check points

  6. Ensure technical and legal clearances from banks.

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

  8. Collect additional document requirements from bank managers.

  9. Verify legal reports from advocates.

  10. Application filling and submission.

  11. Follow up on loan login status with banks.

  12. Conduct bank visits for case follow-ups.

  13. Track sanction status and follow up with banks.

  14. Conduct pending follow-ups post-sanction.

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

  16. Verify disbursement documents.

  17. Collect and handover cheques to customers.

  18. Inform customers about cheque details and EMI schedules.

  19. Coordinate subsequent disbursements.

  20. Ensure proper documentation handover to customers.

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

  22. Follow up on balance payments from customers.

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

  24. Update pending/challenging reasons in group discussions.

  25. Update customer details in the profile tracker.

  26. Maintain physical customer files and documents.

  27. Prepare and send office-use emails as required.

Job Types: Full-time, Fresher

Pay: ₹10, ₹15,000.00 per month

Benefits:

  • Cell phone reimbursement

Education:

  • Master's (Preferred)

Experience:

  • total work: 1 year (Preferred)
  • Bank follow up officer: 1 year (Preferred)

Language:

  • English (Preferred)

Willingness to travel:

  • 100% (Preferred)

Work Location: In person

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