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

- Good communication and coordination skills.
- Robust 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 OrganizationsRole & responsibilities

Preferred candidate profile

📌 Opening For operations or disbursement executive third party contract (Ahmedabad)
🏢 Edelweiss Financial Services
📍 Ahmedabad