Banking Coordinator

Banking Coordinator

JOB DESCRIPTION |

PowerXchange Innovations Pvt. Ltd.

Department: Operations |

Location: To be specified Job Summary Manage and follow up on all bank-related work for customers. Coordinate with banks, customers and internal teams to ensure applications and documents are submitted correctly, issues are resolved, and files move forward without unnecessary delays.

Key Responsibilities • Collect and verify documents required for bank applications. • Prepare and submit customer applications and supporting documents to banks. • Coordinate with bank officials regarding application status, requirements and pending queries. • Identify and correct errors or missing information in applications and documents. • Follow up on pending files and work with the bank and customer to resolve issues. • Coordinate with customers to obtain additional documents, signatures or corrections required by the bank. • Track each file from submission through review and communicate its status to the concerned team and customer. • Maintain records of submitted applications, documents, bank feedback and pending actions. • Visit bank branches and customer locations when required. • Escalate delays or issues that cannot be resolved through regular follow-up. • Maintain the confidentiality of customer and banking information.

Requirements • Graduate in any discipline; candidates with relevant experience may also be considered. • Experience in banking coordination, loan processing, documentation or customer coordination is preferred. • Ability to communicate clearly with bank officials, customers and internal teams. • Good follow-up, documentation and problem-solving skills. • Basic knowledge of MS Excel, email and document handling. • Willingness to travel locally for bank visits and customer coordination.

Key Performance Indicators • Timely submission of complete applications and documents. • Regular follow-up and accurate updates on pending files. • Timely resolution of document errors and bank queries. • Proper maintenance of records and coordination with customers and bank officials