Back Office Coordinator

Job Title:Back Office Executive – Home Loan Operations

Department:Operations / Loan Processing

Reporting To:Operations Manager / Branch Head

Job SummaryThe Back Office Executive is responsible for managing the complete home loan documentation and processing cycle from lead generation to loan disbursement. The role ensures accurate documentation, timely follow-up with customers and banks, and smooth coordination between all stakeholders.

• Key Responsibilities1. Lead ManagementReceive and register new customer enquiries.
• Maintain daily lead records in CRM/Excel.
• Assign leads to sales executives when required.
• Schedule customer appointments.
• 2. Customer DocumentationExplain document requirements to customers.
• Collect and verify all required documents.
• Ensure documents are complete before login.
• Maintain physical and digital customer files.
• 3. Loan Login ProcessPrepare customer application files.
• Fill application forms accurately.
• Upload documents to bank portals.
• Submit loan applications to banks/NBFCs.
• Generate login reference numbers.
• 4. Bank CoordinationCoordinate with Relationship Managers (RMs).
• Follow up for login, approval, valuation, legal verification, sanction, and disbursement.
• Resolve documentation issues promptly.
• 5. Customer Follow-upProvide regular status updates.
• Inform customers about pending documents.
• Explain loan process and timelines.
• Coordinate document signing and disbursement formalities.

6. File TrackingTrack every loan stage:

• Lead Received
• Documents Collected
• Login Completed
• Technical Verification
• Legal Verification
• Credit Approval
• Sanction
• Agreement Signing
• Disbursement
• File Closure
• 7. MIS & ReportingUpdate daily, weekly, and monthly MIS reports.
• Maintain bank-wise and executive-wise reports.
• Track pending and completed files.
• Submit reports to management.
• 8. Office AdministrationMaintain customer files securely.
• Organize office records.
• Handle incoming calls and emails.
• Coordinate with vendors and office staff.
• 9. ComplianceEnsure RBI and bank compliance.
• Maintain confidentiality of customer information.
• Verify KYC and income documents.
• Prevent documentation errors.
• Required SkillsGood communication skills (English, Kannada, Hindi preferred)
• Computer proficiency (MS Excel, Word, Email)
• Ability to work under deadlines
• Strong organizational and documentation skills
• Attention to detail
• Professional customer service
• Educational QualificationGraduate (Any Degree preferred)
• Freshers or experienced candidates can apply.
• Experience in banking, finance, or home loans is an added advantage.
• Key Performance Indicators (KPIs)Number of files logged in per month
• Documentation accuracy
• Turnaround time (TAT)
• Customer satisfaction
• Sanction ratio
• Disbursement completion rate
• Bank follow-up efficiency
• Zero documentation errors
• Professional ConductMaintain confidentiality of customer information.
• Report to work on time and complete assigned tasks.
• Dress professionally and represent Eagle Homes positively.
• Treat customers, bankers, and colleagues with respect.
• Follow company policies and ethical standards.
• Career GrowthBack Office Executive
• Senior Back Office Executive
• Operations Executive
• Operations Manager
• Branch Manager

This role is designed to ensure efficient home loan processing while delivering excellent customer service and maintaining strong relationships with banks and clients. It is well-suited for Eagle Homes' operations team supporting end-to-end home loan consultancy