Ace Vision Financial Services

Office No. A-1207

Urbtech Trade Centre

Sector 132, Noida -201304

Finance/ Credit Expert - Finance & AI Operations

Job Summary

The Credit Expert - Finance & AI Operations will be responsible for managing end-to-end home loan processing while leveraging Artificial Intelligence (AI) to improve productivity, accuracy, customer experience, and operational efficiency. The role combines finance expertise with digital and AI-enabled workflows to deliver faster and smarter financial solutions.

Core Responsibilities

Credit & Banking

* Customer eligibility assessment

* Credit appraisal and income analysis

* Loan file login and documentation

* Coordination with banks until sanction and disbursement

* Customer follow-up and relationship management

* Builder and banker coordination

* Daily MIS and reporting

AI & Digital Operations

* Use AI for loan eligibility calculations and customer proposals.

* Generate qualified emails, WhatsApp messages, and client communication using company-approved AI tools.

* Use AI to prepare document checklists, bank comparison sheets, and loan summaries.

* Assist in AI-powered calling campaigns by preparing scripts, FAQs, and customer responses.

* Use AI to analyze customer profiles and recommend suitable lenders based on eligibility and bank policies.

* Create presentations, reports, marketing content, and training material with AI support.





* Help automate repetitive office work using AI and digital tools.

* Maintain an AI knowledge base for banking policies, FAQs, and internal SOPs.

* Identify opportunities where AI can reduce turnaround time and improve customer satisfaction.

* Participate in AI training sessions conducted by the company.

Offline Responsibilities

* Coordinate with builders, banks, and legal teams.

* Verify physical documents whenever required.

* Attend project launches, customer camps, and banking meetings.

* Maintain professional conduct during field visits.

* Ensure AI-generated outputs are verified before use in customer interactions or official documentation.

AI Tools Expected to Learn

* ChatGPT

* Claude

* Gemini

* Microsoft Copilot

* Excel AI

* Google Workspace AI

* CRM Automation

* AI Calling Platform

* OCR & Document Automation Tools

Performance KPIs

* Monthly loan login files

* Sanction conversion ratio

* Disbursement volume

* Turnaround Time (TAT)

* Documentation accuracy

* Customer satisfaction score

* AI adoption and process improvement initiatives

* Quality of MIS and reporting

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

- Cell phone reimbursement
- Flexible schedule
- Internet reimbursement
- Life insurance

Education:

- Bachelor's (Required)

Language:

- English (Required)

Shift availability:

- Day Shift (Required)

Work Location: In person

📌 Finance Expert (Noida)
🏢 Ace vision financial services
📍 Noida