Key Responsibilities 1 Review customer profiles prepared by financial analysts 2 Coordinate with bank managers for profile sharing and follow-ups 3 Review and analyse income documents bank statements and loan history 4 Conduct visits to banks for case finalization 5 Collect legal documents from customer and check with check points 6 Ensure technical and legal clearances from banks 7 Coordinate with legal and technical officers to clear pending issues 8 Collect additional document requirements from bank managers 9 Verify legal reports from advocates 10 Application filling and submission 11 Follow up on loan login status with banks 12 Conduct bank visits for case follow-ups 13 Track sanction status and follow up with banks 14 Conduct pending follow-ups post-sanction 15 Reconfirm loan details with customer s post-sanction 16 Verify disbursement documents 17 Collect and handover cheques to customers 18 Inform customers about cheque details and EMI schedules 19 Coordinate subsequent disbursements 20 Ensure proper documentation handover to customers 21 Collect file numbers and executive email IDs post-disbursement 22 Follow up on balance payments from customers 23 Maintain daily MIS with customer current follow up status updates - 24 Update pending challenging reasons in group discussions 25 Update customer details in the profile tracker 26 Maintain physical customer files and documents 27 Prepare and send office-use emails as required Job Types Full time Fresher Pay 15 000 00 - 21 000 00 per month Benefits Cell phone reimbursement Schedule Day shift Education Master s Preferred Experience total work 1 year Preferred Bank follow up officer 1 year Preferred Language English Preferred Work Location In person Application Deadline 31 07 2025

📌 Banking Follow -up Officer (Kerala)
🏢 Loanitol
📍 Kerala