Disbursment Executive

Work on the company CRM to manage and process disbursal-ready loan files.

Review cases received from the Sanction/Underwriting team and perform basic quality checks, including:

• Bank account name matching with KYC and other documents.
• Document completeness and data accuracy.
• Verifying for any mismatch or missing information.

Approve or raise queries on cases in the CRM based on verification.

Prepare and format disbursal sheets for bank transfers as per internal templates.

Coordinate with internal teams to ensure timely and error-free disbursals.

Maintain accurate and up-to-date records of disbursals and repayments.

Assist in preparing basic operational and disbursal reports when required.