Operation Assistant

KRA – Operations (Loans & DSA Coordination)

1. Loan File Management

• Ensure timely and accurate logging of all loan files received from DSAs or internal teams.
• Maintain complete documentation as per lender requirements with zero discrepancies.

2. DSA Coordination & Follow-ups

• Daily follow-up with DSAs on business numbers, file logins, and disbursement updates.
• Track DSA performance and ensure timely communication/support for each case.

3. Banker/NBFC Follow-ups

• Coordinate daily with bankers/NBFCs for file status and processing updates.
• Maintain a live tracker of all files — logged, sanctioned, disbursed, or rejected.

4. Reporting & MIS

• Prepare and share daily/weekly MIS on file logins, sanctions, and disbursements.
• Highlight delays or bottlenecks for management review.
• Required: Basic knowledge of MS Excel, Word, and PowerPoint for reporting, documentation, and presentation purposes.