Field Loan Officer
2 days ago
Role & responsibilities
The Field Loan Source is responsible for sourcing loan applications from the field, identifying eligible customers, explaining loan products, and coordinating with internal teams to ensure timely loan processing and disbursement. The role requires strong field sales skills, customer relationship management, and basic credit understanding.
Preferred candidate profile
- Identify and source potential loan customers in assigned areas
- Promote loan products (personal, business, MSME, home, vehicle, microfinance, etc.)
- Conduct field visits to meet customers, dealers, agents, and referral partners
- Explain loan features, eligibility criteria, documentation, and repayment terms
- Collect and verify customer documents (KYC, income, bank statements, etc.)
- Coordinate with credit, operations, and underwriting teams for loan processing
- Follow up on loan application status until disbursement
- Maintain accurate customer and sourcing records
Required Skills & Competencies:
- Strong communication and interpersonal skills
- Field sales and negotiation abilities
- Basic knowledge of loan products and credit processes
- Customer-focused approach
- Ability to work independently in the field
Qualifications:
- Minimum: Graduate preferred
Experience:
13 years in loan sourcing, sales, or field marketing (preferred)
Experience in banking, NBFC, fintech, or microfinance is an advantage
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