Key Responsibilities: 1. Document Management - Collect documents from clients - Verify completeness as per checklist - Maintain proper folder structure - Ensure correct file naming 2. Data Preparation - Fill Credit Summary Sheet - Prepare Bank Statement Summary - Organize financial data 3. Client Coordination - Follow up for pending documents - Guide clients on required data - Ensure timely submission 4. CRM Management - Update client status in CRM - Track file movement - Maintain pipeline accuracy 5. Pre-Credit Readiness - Assign credit readiness score - Ensure file is 80%+ complete before analyst review - Flag issues before submission Skills Required: - Basic understanding of financials - Valuable communication (Hindi & English)



- Strong follow-up ability - Attention to detail - Basic knowledge of Excel / Google Sheets / CRM tools Preferred Experience: 1-3 years in loan processing / CA firm / NBFC KPIs (Performance Metrics): - File completeness ratio (%) - Turnaround time (TAT) - Error rate in documentation - Number of files processed per month Location: Vashi Navi Mumbai Salary Range: ₹12,000 - ₹20,000 per month (based on experience)

Job Types: Full-time, Permanent, Fresher

Pay: ₹9,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Back Office Executive (Navi Mumbai)
🏢 Smartfin Corporate Advisors
📍 Navi Mumbai