Operations Executive
15 hours ago
Role & responsibilities
Application Management:
Receive and review personal loan application forms and supporting documents.
- Verify completeness, accuracy, and compliance of submitted documents.
Identify discrepancies or missing information and coordinate with the sales team for rectification.
System Login & Documentation:
Log verified applications into the loan processing system.
Upload all relevant documents to the system in the required format and sequence.
Disbursement Handling:
Post-sanction from the credit team, initiate and process disbursement of approved loan applications.
- Ensure all required compliance checks and documentation are completed before disbursement.
Coordinate with relevant departments (e.g., operations, finance) to ensure timely disbursement.
Coordination:
Maintain effective communication with the sales team to resolve documentation issues.
Ensure timely follow-up and closure of pending corrections.
MIS Reporting:
Prepare and publish daily login MIS reports.
- Generate and share error MIS reports highlighting common issues and trends.
Maintain records of login status, document verification outcomes and disbursement status.
Compliance & Quality Control:
Ensure adherence to internal policies and regulatory guidelines.
- Maintain high standards of data accuracy and confidentiality.
Preferred candidate profile
- Graduate in any discipline
- 13 years of experience in back office operations, preferably in BFSI or loan processing.
- Proficiency in MS Excel and loan management systems.
- Strong attention to detail and organizational skills.
- Good communication and coordination abilities.
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