JOB DESCRIPTION – LOAN PROCESS EXECUTIVE

Position: Loan Process Executive
Department: Loan / Finance
Experience: 0–3 Years
Employment Type: Full-Time
Reports To: Loan Manager / Branch Manager

JOB SUMMARY

We are looking for a motivated and responsible Loan Process Executive to handle customer loan applications, documentation, verification, follow-ups, and coordination with banks/NBFCs to ensure smooth and timely loan processing.

KEY RESPONSIBILITIES
Handle customer enquiries related to loan products and eligibility.
Collect and verify required customer documents.
Process loan applications accurately and within timelines.
Coordinate with banks, NBFCs, customers, and internal teams.
Follow up on pending documents and loan applications.
Check application details and identify missing or incorrect information.
Coordinate for customer verification and field verification when required.
Track loan applications from login to approval and disbursement.
Maintain proper records of loan applications and documents.
Update customers regarding loan status and requirements.
Achieve assigned loan processing and business targets.
Maintain confidentiality of customer and financial information.




Prepare daily/weekly reports related to loan applications and processing.
Resolve customer queries and coordinate with the concerned team for issues.

REQUIRED SKILLS
Valuable communication and interpersonal skills
Basic knowledge of loans and financial products
Good documentation and verification skills
Follow-up and customer-handling skills
Basic MS Office / Excel knowledge
Target-oriented and organized
Ability to coordinate with banks and NBFCs

EDUCATION

Qualification: Graduate in any stream.
Preferred: B.Com, BBA, BMS, MBA, Finance or related field.

EXPERIENCE
Fresher: Can be considered based on communication and learning ability.
Experienced: 1–3 years in loan processing, banking, finance, sales, or NBFC operations preferred.

CANDIDATE PROFILE

The ideal candidate should be customer-focused, target-oriented, confident, and positive at follow-up and documentation, with the ability to manage multiple loan applications efficiently.

Pay: ₹20,000.00 - ₹35,000.00 per month

Advantages:
Health insurance
Paid sick time
Provident Fund

Work Location: In person

📌 Loan Process Executive Borivali
🏢 Dhariwal Developers India
📍 Borivali