Key Responsibilities

- Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
- Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
- File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
- Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
- Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
- Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.

Qualifications

- Education: Bachelor's degree in Finance,



Business Administration, Commerce, or a related field.
- Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector.
- Skills:
- Excellent verbal and written communication skills in English.
- Strong interpersonal skills with an ability to build rapport with students and partners.
- Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips).
- Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel).
- Highly organized with solid attention to detail and accuracy.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Problem-solving attitude and a proactive approach to work.

📌 Associate - Loan Specialist (Noida)
🏢 upGrad
📍 Noida