- Verification of executed legal documents as per the Documentation Grid released by the Legal Team from time to time, along with the Sanction Letter / Term Sheet issued by the Business / Credit Team.
- Ensuring adherence to Stamp Duty requirements as per the Legal Stamp Duty Grid.
- Limits & Collateral Maintenance.
- CERSAI Maintenance, including charge creation and release. Acting as Checker for Mortgage, Hypothecation, and Intangible Assets based on sanction terms.
- Updating PSL for CCOD products based on the PSL template received from the Business Team along with the Term Sheet / Sanction Letter.
- Insurance Policy Maintenance based on sanction terms and sharing relevant information with the centralized Insurance Policy Maintenance Desk.
- Preparation and release of Disbursement Advice to the Loan Maintenance Team for loan disbursement in LPS. For Term Loan / WCDL facilities at the time of limit setting, preparing Limit Loading Instructions (LLI) for the Treasury Team and CMS Team for respective products.
- Managing insertions, i.e., documents received post-disbursement.




- Managing deferral closures upon receipt of the requisite documents from the Business Unit against approved deferrals.
- Tracking post-disbursement conditions related to Wholesale & Commercial Operations in DRS as Pre-Approved.”
- Handover of files (all documents except Title Deeds) and dockets (Title Deeds – property-wise, with a separate docket for every mortgaged property), including insertions, to DMT for further action and obtaining acknowledgement in ET / Register for non-ET transactions, if any.
- Handover of PDCs / SPDCs to the vendor on a weekly basis and obtaining acknowledgement.
- Liaising with auditors and ensuring closure of audit queries.
- Preparing MIS, including daily reporting, pending status, and insertion tracking.
- Providing confirmation to DMT for release of property and verifying property documents before releasing them to the customer / RM / Customer Service.
- Ensuring that signatories for issuance of Sanction Letters are in accordance with the list of authorized signatories provided by the Business & Credit Teams.

📌 Loan Operations/Credit Operations/Documentation (Chandigarh)
🏢 Pegasus International
📍 Chandigarh