Job Description: Process Executive  - Retail Assets- [Housing Loan]

Position

Process Executive - Retail Assets [Housing Loan]

Reporting to

RAPC HEAD /Regional Head / Head of Home Loan

Position Purpose

As an process executive your strategic role will encompass a variety of responsibilities aimed at ensuring the seamless execution and management of customer and builder APF (Approved Project Finance) proposals. 

Educational Qualification

The candidate must hold any graduation from a university recognized by the Govt. of India/Govt. bodies/AICTE.

Experience

He should have a minimum of 3-5 years of experience in the banking / financial services sector with at least 3+ years of experience in the field of Retail Assets focusing on Housing Loan & Secured loans (LAP). Specialist in HL/LAP proposal verification end to end

Roles and Responsibilities

·      Accurately enter data and verify data related to customer and APF proposals with check list provided.

·      Oversee the process of customer and builder APF proposals.

·      Regular follow-up / clarification from Branch, sales team, DSA/connector.

·      Coordinate legal and valuation processes with relevant vendors.

·      Ensure all required legal and valuation documents are obtained and processed promptly.

·      Address and resolve queries from customers, builders, and internal stakeholders efficiently.

·      Provide daily /weekly and monthly MIS.

Desired Skills

·      Data entry

·      MIS Management

·      Customer Satisfaction

·      Documentation and reporting

·      Collaboration and co-ordination

·      Problem solving

·      Good communication skills