Operation Executive

• Handle loan cases from document collection to lender submission and status tracking.

• Verify KYC, financial and other loan-related documents for completeness and accuracy.

• Review documents against the required checklist and identify missing, incorrect or inconsistent information.

• Coordinate with borrowers, internal teams and lenders for pending documents, clarifications and case updates.

• Prepare and submit complete loan files to banks and NBFCs.

• Follow up with lenders regularly and maintain updated case status.

• Update and maintain accurate case information in the CRM.

• Track cases throughout the loan processing lifecycle and ensure timely follow-ups.

• Prepare and maintain MIS reports related to cases and operational activities.

• Perform accurate data entry and maintain proper records of documents and case-related information.

• Identify documentation or process-related discrepancies and escalate them to the reporting manager.

• Ensure all cases are processed as per defined processes, checklists and documentation requirements.

• Coordinate with the Operations Manager for smooth and timely case processing.

• Maintain confidentiality while handling customer and financial documents.