Banker Coordination: Act as a primary point of contact between our firm and bank officers/managers. Follow up on loan applications, file statuses, and resolve queries over phone and email.

Form Filling & Application Processing: Accurately fill out online and offline loan application forms, customer KYC details, and banking documentation without errors.

Policy & Document Verification: Understand various banking products, loan policies, and eligibility guidelines. Check and edit customer documents to ensure they meet the specific bank's checklist.

Calculations & Data Analysis: Perform basic financial and mathematical calculations (e.g., loan eligibility, EMI calculations, income ratios, and interest rate comparisons).

Email & Written Communication: Draft skilled emails in English to bankers, clients, and internal teams. Manage daily correspondence and file tracking.

Computer & CRM Operations: Maintain daily MIS reports, update client records, and manage data using laptops/desktop systems efficiently.

📌 Back Office Operations Executive Mumbai
🏢 Fincon Finserv
📍 Mumbai