Loan Executive

Position: Backend Executive – Loan Processing

Department: Loan Processing / Operations

Experience: 1–3 Years

Location: Tilak Nagar

Employment Type: Full-Time (09:30 AM to 6:30 PM)

About the Role

We are looking for a detail-oriented and responsible Backend Executive to support the end-to-end loan processing activities. The candidate will be responsible for coordinating with customers, sales teams, banks/NBFCs and internal teams to ensure timely processing and disbursement of loan applications.

Key Responsibilities

• Handle backend processing of Personal Loans, Business Loans, LAP and other loan products.
• Verify and validate customer documents received from the sales/calling team.
• Check KYC, income documents, bank statements, GST/ITR and other required documents.
• Enter and update customer/application details accurately in the CRM/system.
• Coordinate with banks, NBFCs, credit and operations teams for loan processing.
• Follow up on pending documents, queries, login status and approvals.
• Track applications from login to sanction and disbursement.
• Maintain daily MIS and update application status.
• Identify documentation discrepancies and coordinate for timely resolution.
• Ensure all files are processed within defined TAT.
• Maintain proper records of customer applications and documentation.
• Coordinate with the sales team to ensure smooth movement of cases.
• Follow company policies and lender-specific guidelines.

Required Skills

• Good knowledge of loan processing and documentation
• Good communication and coordination skills.
• Basic knowledge of MS Excel, Word and CRM systems.
• Strong follow-up and analytical skills.
• Ability to work under pressure and meet TAT.
• Good attention to detail.
• Ability to handle multiple applications simultaneously.
• Prior experience with Banks/NBFCs/DSAs/Loan Processing Companies will be preferred.

Qualification

Graduate in any discipline.

Candidates with experience in banking, NBFC, DSA or financial services will be preferred.