We are looking for a responsible and energetic Document Executive to support our home loan and financial services operations. The candidate will be responsible for collecting, delivering, organizing, and following up on customer and bank-related documents.

Key Responsibilities

* Collect loan and property-related documents from customers.

* Visit banks, financial institutions, government offices, builders, societies, and other locations for document submission and follow-up.

* Submit and collect documents, acknowledgements, letters, cheques, and other official papers.

* Coordinate with customers and the internal team regarding pending documents.

* Ensure proper checking, sorting, filing, and safe handling of original documents.

* Maintain records of documents collected and submitted.

* Follow up on pending documentation and update the concerned team member.

* Assist in scanning,



photocopying, printing, and uploading documents when required.

* Handle confidential customer and financial information responsibly.

* Be available for local travel and outdoor work on a daily basis.

Candidate Requirements

* Minimum qualification: 12th Pass / Graduate preferred

* Basic knowledge of documents and office procedures.

* Ability to communicate politely with customers and bank officials.

* Basic knowledge of WhatsApp, email, scanning, and smartphone applications.

* Positive organisational and follow-up skills.

* Honest, responsible, punctual, and trustworthy.

* Ability to travel independently for field work.

* Two-wheeler preferred.

📌 Documentation Executive (Navi Mumbai)
🏢 URBAN MONEY PRIVATE
📍 Navi Mumbai