Loan Officer

The Loan Officer / CRM plays a key role in managing customer loan processes and maintaining strong customer relationships within the real estate organization. This position is responsible for coordinating between customers, financial institutions, and internal site teams to ensure smooth and timely completion of loan and documentation procedures. The role requires close attention to detail, effective communication skills, and the ability to handle multiple customer cases simultaneously.

The primary responsibility includes verification and validation of customer documents related to home loans, such as identity proofs, income documents, and property-related papers. The Loan Officer / CRM must have a clear understanding of loan processes, bank requirements, and approval workflows, and should guide customers through each stage of the loan journey. Regular follow-ups with customers are essential to collect pending documents, resolve queries, and keep them informed about loan status and timelines.

In addition, the role involves coordinating with the site team to align customer documentation, booking details, and possession-related requirements. Accurate data entry and regular updates in the CRM system are required to maintain proper records and ensure transparency across departments. The Loan Officer / CRM also supports customers by addressing loan-related concerns and ensuring a positive and professional customer experience.

Overall, this role contributes to timely loan closures, improved customer satisfaction, and smooth operational coordination within the real estate business.