Operations Executive Loan Documentation & Field Coordination (Bengaluru)

Operations Executive Loan Documentation & Field Coordination (Bengaluru)

06 Aug
|
Riverview Finserve
|
Bengaluru

06 Aug

Riverview Finserve

Bengaluru

RIVERVIEW FINSERVE LLP
Formerly branded as Uber Capital | Rajajinagar, BengaluruJOB DESCRIPTION OPERATIONS EXECUTIVE
Location: Rajajinagar, Bengaluru Department: Operations Role Type: Full-Time | On-site Experience: 14 Years Work Days: Monday to Saturday CTC: Will be discussed during interview
About Riverview Finserve LLP
Riverview Finserve LLP (formerly Uber Capital) is a Bengaluru-based debt syndication and financial advisory firm with over a decade of experience in arranging structured credit for businesses across Karnataka, Telangana, and Tamil Nadu. We work with 50+ banking and NBFC partners to deliver customised financing solutions across Loan Against Property (LAP), Lease Rental Discounting (LRD), MSME/Working Capital, Construction Finance, Project Funding, AIF/Private Credit, and NRI Home Loans.
Our firm philosophy is straightforward: Happiness First for our team, our clients, and our banking partners. Profit is the natural byproduct of service done well.

Role Overview
The Operations Executive is a hybrid role equally split between office-based credit operations and field-based liaison work. This is a hands-on role that sits at the heart of our deal execution process. You will support credit appraisals, coordinate with clients and bankers, manage documentation, and represent the firm at government offices, bank branches, and client sites.
If you are detail-oriented, love owning tasks end-to-end, and are comfortable working both at a desk and on the road across Bengaluru, this role is built for you.

Key Responsibilities Office (50%)
Maintain and update the live deal pipeline tracker across LAP, LRD, MSME, and Construction Finance cases
Prepare credit appraisal notes (PIOCTR / PIOCTRE format) covering borrower profile, income analysis, obligations, collateral, and track record
¢ Draft, compile, and check completeness of loan application dossiers KYC,



financials, property documents, entity documents
¢ Coordinate banker follow-ups via WhatsApp and email pushing for credit approvals, valuation reports, PD schedules, and AFL/sanction letters
¢ Manage case-wise MIS in Excel tracking TAT, pending documents, next action, and lender status
¢ Support operations team (Sharath, Naveen, Anjali,) and partners on day-to-day coordination tasks
¢ Assist with preparation of deal posters, pitch summaries, and lender-facing presentations
¢ Handle internal correspondence and maintain organised digital and physical filing

Key Responsibilities Field (50%)
¢ Collect KYC, property, financial, and legal documents from clients across Bengaluru and nearby districts
¢ Visit government offices BBMP, BDA, Sub-Registrar, KIADB, municipal offices to obtain khata, tax paid receipts, encumbrance certificates, and sale deed copies
¢ Bank branch visits for submission, follow-up, and status checks on pending cases with our banking partners
¢ Accompany or coordinate valuation visits and Personal Discussion (PD) meetings on behalf of the firm
¢ Support plot loan cases liaise with buyers and documentation teams for projects in the Mulbagilu/Kolar belt
¢ Liaise with advocates, notaries, and property lawyers for legal opinion coordination
¢ Deliver executed agreements, demand drafts, and cheques between clients, banks, and firm office




¢ Assist with any urgent ad hoc courier or document pickup/drop requirements as directed

Who We Are Looking For
¢ 14 years of experience in BFSI, real estate operations, financial advisory, or a back-office/field role in a bank, NBFC, or DSA
¢ Strong working knowledge of MS Excel and WhatsApp communication for professional follow-ups
¢ Familiarity with loan documentation processes KYC norms, property documents, financial statements
¢ Knowledge of Bengaluru's layout key bank branches, government offices (BBMP, BDA, Sub-Registrar offices), and commercial areas
¢ Must own a two-wheeler with a valid driving licence essential for daily field work
¢ Kannada proficiency preferred; working knowledge of Hindi and English required
¢ High attention to detail, strong follow-through, and ability to manage multiple tasks simultaneously
¢ Ability to work independently in field situations while staying aligned with office priorities

What We Offer
Competitive fixed salary + performance-linked incentiv Fuel/oil allowance for daily field travel on two-wheeler
Exposure to structured credit and real estate finance LAP, LRD, CF, and more
Direct mentorship from experienced credit professionals and firm partners
Fast-growing firm with real ownership of tasks from Day 1
Collaborative team culture Monday to Saturday, 10 AM to 6:30 PM

Key Skills

Credit DocumentationExcel & MISField CoordinationGovernment LiaisingPipeline TrackingBanker Follow-upsProperty Document ChecksLAP / LRD ProcessesKYC & ComplianceClient CommunicationTwo-Wheeler NavigationBBMP / BDA Processes
How to Apply
Send your CV to:
Email: [email protected]
WhatsApp / Call: Mention 'Operations Executive' in subject/message-HR Madhuri- (phone hidden)
Shortlisted candidates will be contacted for a face-to-face interview at our Rajajinagar office.

📌 Operations Executive Loan Documentation & Field Coordination (Bengaluru)
🏢 Riverview Finserve
📍 Bengaluru

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