Manage end-to-end loan file processing, documentation, and coordination between customers, banks, and NBFCs. Maintain accurate records in CRM and MIS while tracking applications from login to disbursement.
Handle end-to-end loan file processing and documentation.
Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.
Verify customer documents before submission to lending partners.
Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.
Maintain accurate records in CRM, MIS, and Google Sheets.
Track loan applications from login to sanction and disbursement.
Prepare daily operational reports and maintain business records.
Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.
Assist management in operational planning and process improvement.
Ensure timely resolution of operational queries and support the team in achieving business targets.
Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.
Requirements
Graduate in any discipline.
0–3 years of experience in banking, NBFC, finance, operations, or customer support.
Proficiency in MS Excel, Google Sheets, and CRM software.
Good communication, coordination, and follow-up skills.
Benefits
Performance-based incentives and commission structure
Competitive salary based on experience and performance
Flexible work hours and remote work options
Comprehensive training and career development programs
Employee referral program
Paid leave and holidays as per company policy
Opportunity for growth within a scalable financial services organization
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
