29 Aug
|
10X Financial Advisors Private
|
Bengaluru
29 Aug
10X Financial Advisors Private
Bengaluru
We are looking for a Backend Executive – Loan Login & Processing who has prior experience in handling loan login, documentation, application processing & coordination with banks/NBFCs or financial institutions.
The ideal candidate should have good English communication skills, strong attention to detail & the ability to coordinate effectively with customers, sales executives, banks & financial institutions.
Candidates with experience in Loan Processing, Insurance Processing, Credit Cards, Banking, Financial Services or other similar login/operations processes are welcome to apply.
Key Responsibilities
- Handle the end-to-end loan login process from application receipt to submission.
- Collect, verify, and organize customer documents required for loan processing.
- Check applications and documents for completeness and accuracy before login.
- Login loan applications with respective banks/NBFCs through their portals or systems.
- Coordinate with the sales team for missing documents and additional requirements.
- Coordinate with banks/NBFCs regarding application status, queries, verification, and approvals.
- Track all logged-in applications and maintain proper records and status updates.
- Follow up on pending documents, bank queries, verification, and sanction requirements.
- Update the sales team regularly regarding the status of customer applications.
- Ensure applications are processed within the required turnaround time (TAT).
- Handle customer-related documentation and communicate professionally whenever required.
- Maintain proper MIS, login reports, pending cases, approval status, and disbursement details.
- Coordinate with internal teams and external financial institutions until the loan is successfully processed/disbursed.
- Ensure accuracy and confidentiality of customer and financial information.
Required Skills
- Good English communication skills – both verbal and written.
- Prior experience in login/processing/backend operations is preferred.
- Experience in Loan, Insurance, Credit Card, Banking, NBFC, or Financial Services will be an advantage.
- Good knowledge of documentation and verification processes.
- Basic knowledge of MS Excel and MS Office.
- Good follow-up and coordination skills.
- Strong attention to detail.
- Ability to manage multiple applications simultaneously.
- Good understanding of TAT and process compliance.
- Ability to work under targets and deadlines.
- Professional attitude and valuable customer-handling skills.
📌 Back-end Executive (Bengaluru)
🏢 10X Financial Advisors Private
📍 Bengaluru