Experience : 1 to 2 Years of experience in Loan Operations, Banking Operations, or MSME Lending.

Reporting To : Manager - Operations

Role Purpose : To support and execute operational activities related to loan processing, documentation, disbursement, post-disbursement tracking, compliance, and customer servicing while ensuring accuracy and adherence to process guidelines.

Key Responsibilities

Pre-Disbursement Support
Prepare and update CAM-related data and documentation.
Verify customer documents like KYCs, customer income documents before credit processing.
Coordinate with Credit, Sales, Legal, and Technical teams.

Disbursement Activities
Verification of disbursal documents as per prescribed checklist and follow up for NDC resolutions.
Ensure completion of disbursement documentation and checklists.
Support smooth and timely loan disbursements.

Post-Disbursement Activities
Execute payment maker activities as per process guidelines.
Coordinate cheque printing and maintain cheque handover records.
Update realization status in operational systems.

Documentation & MIS
Track OTC and PDD documents and follow up with stakeholders.




Maintain BT document tracker and publish periodic MIS.
Ensure proper filing and record management.

Original Document Management
Maintain storage, retrieval, and reconciliation records for original documents.
Coordinate with custodians and branches for document movement.

Compliance & Audit Support
Support audit requirements and provide documentation as required.
Ensure adherence to operational policies and procedures.

Vendor Coordination
Support DSA vendor onboarding and empanelment activities.
Maintain vendor records and compliance documentation.

Required Skills & Competencies
Positive communication and coordination skills.
Solid attention to detail and documentation management.
Ability to manage multiple tasks and timelines.
Working knowledge of MS Excel and MIS reporting.

Educational Qualification
Graduate in Commerce, Management, Banking, Finance, or related discipline.
Relevant banking/finance certifications will be an added advantage.

Preferred Industry Background
NBFCs
Housing Finance Companies
Banks
MSME Lending Organizations

📌 Loan Operations Officer Ahmedabad
🏢 TeamLease
📍 Ahmedabad