• Handle end-to-end loan file processing and documentation.

• Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.

• Verify customer documents before submission to lending partners.

• Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.

• Maintain accurate records in CRM, MIS, and Google Sheets.

• Track loan applications from login to sanction and disbursement.

• Prepare daily operational reports and maintain business records.

• Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.

• Assist management in operational planning and process improvement.

• Ensure timely resolution of operational queries and support the team in achieving business targets.

• Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.

Requirements

• Graduate in any discipline.

• 0–3 years of experience in banking, NBFC, finance, operations, or customer support.

• Proficiency in MS Excel, Google Sheets, and CRM software.

• Good communication, coordination, and follow-up skills.

Benefits

• Performance-based incentives and commission structure

• Competitive salary based on experience and performance

• Flexible work hours and remote work options

• Comprehensive training and career development programs

• Employee referral program

• Paid leave and holidays as per company policy

• Opportunity for growth within a scalable financial services organization