Role Summary

We are looking for a dedicated and proactive Credit Associate (Loan Officer) to join our team. In this role, you will be responsible for following up with customers who have applied for loans but have not submitted the complete documentation. You will be expected to guide customers through the documentation process, ensuring they submit the required documents via our app or provide them directly for further processing.

A key part of your responsibilities will include timely follow-ups, maintaining effective communication with customers, and ensuring the loan process continues smoothly.

Key Responsibilities

Contact customers who have incomplete loan documentation to assist in completing their application.

Guide customers through the documentation process via the app or collect the required documents directly.

Follow up consistently to ensure timely submission of documents and completion of the loan process.

Update and maintain customer information in CRM systems.

Track and manage daily follow-up tasks, ensuring targets and timelines are met.





Provide clear and detailed instructions to customers regarding documentation requirements.

Ensure customer satisfaction through effective communication and problem resolution.

Maintain records of all customer interactions and document progress in the CRM.

Assist with any additional tasks related to loan processing as required by the team.

Key Requirements:

Bachelors degree (Graduate) in any field.

Proven experience in customer service, tele-calling, or loan processing is a plus.

Strong communication skills in English and Hindi; proficiency in other languages is a bonus.

Proficient in using CRM software or willingness to learn.

Ability to follow up consistently and meet deadlines.

Solid attention to detail and problem-solving skills.

Ability to work independently and in a team environment.

Excellent interpersonal skills and a customer-focused approach.

Previous experience in a financial services or FinTech company is preferred.

📌 Associate (Credit Loan Officer) (Hyderabad)
🏢 Finxer Technologies
📍 Hyderabad