Back Office Executive

Here is a professional job description for a Back-Office Executive at Loanwale Consultancy Services Pvt Ltd, specifically tailored for the loan processing and disbursement workflow.

Job Description: Back-Office Executive (Loan Processing & Disbursement)Company: Loanwale Consultancy Services Pvt Ltd

Position: Back-Office Executive

Location: AHMEDABAD

Employment Type: Full-Time

About the RoleWe are looking for a meticulous and organized Back-Office Executive to manage the critical "engine room" of our lending process. You will be responsible for the end-to-end management of loan files—from the moment a lead is closed by the sales team to the final successful disbursement of funds. Your goal is to ensure 100% accuracy in documentation and the fastest possible Turnaround Time (TAT).

• Key Responsibilities1. Loan File Processing & VerificationCollect and organize all customer documents (KYC, income proofs, bank statements, property papers).
• Scrutinize and verify the authenticity of all documents before submission to Banks/NBFCs.
• Identify discrepancies or missing information in loan applications and coordinate with the Sales Team for rectification.
• 2. Coordination & LiasoningAct as the primary point of contact between our consultancy, the credit managers at banks, and the sales team.
• Follow up daily with bank credit teams to track the status of logged files (Login -> Sanction -> Disbursement).
• Update the internal CRM or Excel trackers with real-time status updates for every file.
• 3. Disbursement ManagementPrepare the final disbursement kit (signed agreements, PDCs, insurance forms).
• Ensure all "Pre-Disbursement Conditions" (PDCs) set by the lender are met.
• Confirm the successful transfer of funds to the client’s account and close the file in the internal system.
• 4. MIS & ReportingMaintain accurate daily reports of logged, sanctioned, and disbursed cases.
• Manage physical and digital filing systems to ensure data security and easy retrieval.
• Required Skills & QualificationsEducation: Graduate (B.Com, BBA, or related field preferred).
• Experience: 1–3 years in back-office operations, preferably in an NBFC, Bank, or Loan Consultancy.
• Technical Skills: Proficiency in MS Excel (VLOOKUP, Pivot Tables) and basic computer operations is mandatory.
• Attention to Detail: Ability to spot errors in complex financial documents.
• Communication: Strong professional communication for coordinating with bank officials.
• What We OfferSteady office-based role with a professional work environment.
• Performance-based bonuses linked to disbursement targets.
• Opportunity to learn the intricate details of the Indian banking and finance sector.