Back Office Executive

JOB DESCRIPTION – BACK OFFICE EXECUTIVE (LOAN DEPARTMENT)

Position: Back Office Executive – Loans

Roles & Responsibilities:

• Handling loan files and maintaining proper documentation.
• Collecting and verifying customer KYC documents.
• Preparing and processing loan applications as per bank/NBFC requirements.
• Coordinating with customers, banks, and financial institutions regarding loan processing.
• Following up for pending documents and application status.
• Maintaining records of loan files, approvals, disbursements, and rejections.
• Preparing MIS reports and updating data in company software and Excel sheets.
• Assisting in credit assessment and preliminary file scrutiny.
• Coordinating with legal, technical, and banking teams for smooth loan processing.
• Ensuring compliance with company policies and banking guidelines.
• Managing email correspondence and customer communication.
• Supporting the sales and operations team in achieving business targets.

Required Skills:

• Good knowledge of MS Excel, Word, and Email.
• Basic understanding of Home Loan, Mortgage Loan, Business Loan, and Personal Loan processes.
• Strong communication and follow-up skills.
• Good organizational and documentation skills.
• Ability to work under deadlines and handle multiple loan files.

Qualification:

Graduate in any discipline (Commerce preferred).

Experience:

0–3 years of experience in loan processing, banking, finance, or back-office operations.

Reporting To:

Branch Manager / Loan Operations Manager