- Handle loan cases from document collection to lender submission and status tracking.
- Verify KYC, financial and other loan-related documents for completeness and accuracy.
- Review documents against the required checklist and identify missing, incorrect or inconsistent information.
- Coordinate with borrowers, internal teams and lenders for pending documents, clarifications and case updates.
- Prepare and submit complete loan files to banks and NBFCs.
- Follow up with lenders regularly and maintain updated case status.
- Update and maintain accurate case information in the CRM.
- Track cases throughout the loan processing lifecycle and ensure timely follow-ups.
- Prepare and maintain MIS reports related to cases and operational activities.
- Perform accurate data entry and maintain proper records of documents and case-related information.
- Identify documentation or process-related discrepancies and escalate them to the reporting manager.
- Ensure all cases are processed as per defined processes, checklists and documentation requirements.
- Coordinate with the Operations Manager for smooth and timely case processing.
- Maintain confidentiality while handling customer and financial documents.