Loan Processing & Operations Executive

Job Overview

We are looking for an energetic and organized Loan Processing & Operations Executive to join our growing team. This role is a blend of back-office file processing and on-field customer support. You will be responsible for collecting required loan documents from customer locations, verifying them, and coordinating with banks to ensure smooth loan approvals.

Freshers with a strong willingness to learn and a proactive attitude are highly welcome to apply!

Mandatory Requirements

• Vehicle: Must own a functional two-wheeler (bike/scooter).
• License: Must possess a valid Driving License.
• Travel: Willingness to travel locally to customer doorsteps for document collection.

Key Responsibilities

• Field Document Collection: Visit customer residences or offices to collect necessary KYC, income proofs, bank statements, and property documents.
• Document Verification: Thoroughly cross-check collected papers for accuracy and completeness before submission.
• File Logging & Submission: Fill out loan application forms error-free and upload/submit files to partner bank and NBFC portals.
• Query Resolution: Follow up with bank credit teams and underwriters to resolve any document queries or pending requirements.
• Tracking & Updates: Keep daily track of file statuses (from login to disbursement) and update the internal team tracker.

Required Skills & Qualifications

• Education: Graduate or Undergraduate in any stream.
• Experience: 0 to 2 years (Prior experience in banking, DSA operations, or field sales is a plus, but not mandatory).
• Technical Skills: Basic knowledge of MS Excel and smartphone apps for data uploading.
• Communication: Polite and professional mannerisms when interacting with customers face-to-face.
• Traits: High integrity, punctuality, and a detail-oriented mindset.

What We Offer

• Fixed monthly salary.
• Fuel & Travel Allowance (Conveyance) for field visits.
• Attractive performance incentives based on successful loan disbursements.
• Complete training on banking operational processes and financial documentation.