Job function Process Specialist (Secured and Unsecured Loans)

Position Associate Process Specialist/ Process Specialist

Reporting To Department Head

Location Patel Nagar, New Delhi

DesiredCompetencies

● Should be excited about the chance to build a new brand

● Willingness to work hard and learn from hands-on experience

● Strong interpersonal and relationship building skills

● Ability to multi-task and work under pressure independently

● Should have Analytical skills and be good with numbers

● Basic understanding of various financials documents such Tax Audit Reports, GSTR3B, ITRand Computation of Income, Balance Sheet and Profit & Loss account etc

● Basic understanding of terms and parameters such assessment year, financial years, EMI

etc

● Should be able to read and interpret financials.

Responsibilities

The role will involve reviewing loan files for completeness and analyzing the credit worthinessof clients. Selected candidate will be required to prepare Loan Eligibility working sheets forunderstanding the credit worthiness of client. Key responsibilities will include

:● Analyzing the financial statements and Bank statements of clients.

● Reviewing the files as per credit policy of various banks.

● Checking the file for completeness of documents and communicating the deficiencies tothe concerned sourcing unit/ channel partner/ client.





● Sending the files to bank for processing and continuous follow-ups thereafter.

● Ensure timely Logins of files and follow-up for sanctions with Bankers.

● Completing loan disbursement documentation, co-ordinating with concerned sourcingunit/ channel partner/ client for completing disbursal formalities

● Follow up for disbursal with Banks.

Experience

● CA aspirants/ Dropouts having articleship experience will be given preference

● 1 to 7 years of experience in finance and accounting related profiles.

● Having worked with a CA firm in any capacity will be an advantage

* We are entrepreneurs and we believe in taking risks. If you do not have the specified workexperience, but strongly believe that you are apt for the role, we will love to hear from you.Please feel free to convince us.

Education Graduate. CA aspirants/ dropout will be an advantage

Candidates over 30 years will be considered only under exceptional circumstancesInterview Process Face to Face Interview for shortlisted candidatesNo. of rounds of Interview: Multiple rounds. May have to stagger on Multiple daysAny Target Companies tohireSmall to Mid-size CA firmsAccounting staff of small Pvt Ltd Companies (with an experience of not over 2year)CA Drop-out who have completed their ArticleshipWill BiggPocket buy thenotice period, if any:Depends on the candidate

Pay: ₹9,088.87 - ₹55,000.00 per month

Work Location: In person

📌 Process Specialist (Secured and Unsecured Loans) (India)
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