Job Summary

The Loan Documentation Executive is responsible for handling end-to-end loan documentation for Ground Mount solar projects. The role includes coordinating with customers, banks/NBFCs, sales teams, and internal departments to ensure timely loan processing, documentation, approvals, and disbursement.

Key Responsibilities

- Coordinate with customers for collection of loan-related documents.
- Verify KYC documents, financial documents, and property-related documents.
- Prepare and organize complete loan application files.
- Coordinate with banks, NBFCs, and financial institutions for loan processing.
- Track loan application status and ensure timely approvals.
- Follow up with customers for pending documents.
- Coordinate with the sales and project execution teams for smooth project implementation.
- Ensure compliance with bank and company documentation requirements.
- Resolve documentation queries.




- Coordinate loan disbursement before project installation.
- Maintain digital and physical documentation records.
- Ensure confidentiality and security of customer information.

Required Skills

- Knowledge of loan processing and documentation.
- Understanding of banking and NBFC procedures.
- Valuable communication and follow-up skills.
- Strong documentation and record management.
- MS Excel, MS Word.
- Attention to detail and accuracy.
- Time management and organizational skills.

Qualification

- Bachelor's Degree (B.Com, BBA, MBA,BA or equivalent)
- 1 years of experience in loan documentation, banking, finance, or solar industry.
- Experience with home loans, MSME loans, or solar financing will be preferred.

Preferred Experience

- Solar EPC industry
- Banking/NBFC loan processing

📌 Loan Documentation Executive (Gandhinagar)
🏢 Helios Natural
📍 Gandhinagar