The primary function of the Funding Specialist is to ensure the timely and accurate processing of loan proposals.
Responsibilities
Gather information and take each proposal from qualification to sanction
Input proper loan information into the system for processing
Responsible for ensuring that all loan documentation is complete, accurate, verified and complies with company policy
Review file documentation and make sure all items needed are requested
Order and coordinate with customers for documents
Review documents to verify completeness and document functionality.
Perform duties to fix documents submitted to the database.
Manage document reviews and approvals.
Meet crucial deadlines.
Report to(Senior Funding Specialist/ Credit Analyst)
Requirements
Should be familiar with statutory registrations, tax returns, credit scores/reports, and financial statements
Working knowledge of MS Office, Adobe PDF and web savvy
Ability to prioritize, manage time well and multitask.
Must be highly organized
Valuable communications skills, both verbal and written
Extraordinary attention to detail
Preferred
Education Qualification –Inter CA/M. Com/MBA/PGDM – Finance Specialisation
Experience in customer service or technical support a huge plu
Experience in Content Management System (CMS)
Fluency in English, Hindi and Gujarati