Loan Processing Executive
20 hours ago
ey Responsibilities:1. Loan Login & Documentation
- Collect and verify customer documents for various loan products.
- Prepare files for login into different banks/NBFC portals.
- Ensure completeness and accuracy of KYC and financial documents.
- Coordinate with sales and credit teams for pending documents.
- Track file status and update in MIS.
2. Loan Processing & Disbursement
- Follow up with credit managers for file approval/queries.
- Coordinate with banks/NBFCs for quick file movement.
- Ensure all underwriting conditions are fulfilled before disbursement.
- Assist customers in disbursement formalities.
- Maintain proper documentation for post-disbursement compliance.
3. Calling & Customer Coordination
- Make outbound calls for customer follow-ups and documentation.
- Explain loan process, required documents, and timelines to customers.
- Handle customer queries related to loan status and approvals.
- Provide excellent customer service throughout the loan journey.
4. MIS & Reporting
- Maintain daily report of login, approval, and disbursement data.
- Update CRM or internal software regularly.
- Share daily/weekly reports with the team and management.
Job Type: Full-time
Pay: ₹10, ₹20,000.00 per month
Work Location: In person
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