We are looking for a detail-oriented and responsible Backend Executive to support the end-to-end loan processing activities. The candidate will be responsible for coordinating with customers, sales teams, banks/NBFCs and internal teams to ensure timely processing and disbursement of loan applications.
Key Responsibilities
- Handle backend processing of Personal Loans, Business Loans, LAP and other loan products.
- Verify and validate customer documents received from the sales/calling team.
- Check KYC, income documents, bank statements, GST/ITR and other required documents.
- Enter and update customer/application details accurately in the CRM/system.
- Coordinate with banks, NBFCs, credit and operations teams for loan processing.
- Follow up on pending documents, queries, login status and approvals.
- Track applications from login to sanction and disbursement.
- Maintain daily MIS and update application status.
- Identify documentation discrepancies and coordinate for timely resolution.
- Ensure all files are processed within defined TAT.
- Maintain proper records of customer applications and documentation.
- Coordinate with the sales team to ensure smooth movement of cases.
- Follow company policies and lender-specific guidelines.
Required Skills
- Good knowledge of loan processing and documentation
- Good communication and coordination skills.
- Basic knowledge of MS Excel, Word and CRM systems.
- Strong follow-up and analytical skills.
- Ability to work under pressure and meet TAT.
- Good attention to detail.
- Ability to handle multiple applications simultaneously.
- Prior experience with Banks/NBFCs/DSAs/Loan Processing Companies will be preferred.
Qualification
Graduate in any discipline.
Candidates with experience in banking, NBFC, DSA or financial services will be preferred.
📌 Loan Executive (New Delhi)
🏢 Ys services
📍 New Delhi
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