# DOCUMENT COLLECTION & CLIENT COMMUNICATION EXECUTIVE (Looking for candidate nearby Kandivali,Mumbai)

Location: Kandivali West, Mumbai

Employment Type: Full-Time

Shift Timing: 5:00 AM – 2:00 PM

### Job Summary

We are looking for a proactive and detail-oriented Document Collection & Client Communication Executive to support the loan processing team. The role involves collecting and verifying client documents, following up with clients, updating CRM records, and coordinating with internal teams to ensure smooth and timely loan processing.

### Key Responsibilities

- Collect, verify and organise required loan documents from clients.
- Follow up with clients for pending documents and submissions.
- Communicate loan rates, processing charges and documentation requirements as guided by the organisation.
- Maintain regular communication with clients and provide process updates.
- Verify documents for completeness and accuracy.
- Upload and maintain documents in internal systems.
- Update client information and follow-up status in the CRM.
- Coordinate with telecallers and internal teams for document collection.
- Track pending cases and ensure timely file completion.
- Escalate missing documents or discrepancies to the concerned team.
- Perform basic income calculations.




- Maintain confidentiality of client information.
- Support the team in meeting turnaround time and service-quality targets.

### Required Skills

- Excellent verbal and written communication skills.
- Strong client handling and follow-up skills.
- Good attention to detail and accuracy.
- Basic understanding of loan processing and financial documentation.
- Proficiency in MS Excel, Word, Outlook and CRM software.
- Ability to manage multiple client files and priorities.
- Robust coordination and problem-solving skills.

### Qualifications & Experience

- Graduate in Finance, Business Administration or any relevant discipline.
- 1–3 years of experience in loan processing, banking operations, financial services, customer support or document verification.
- Experience with Home Loans, Mortgage Loans, Personal Loans or Loan Operations will be an advantage.

### Preferred Candidate Profile

- Strong communication and interpersonal skills.
- Detail-oriented and organised.
- Comfortable working with deadlines and multiple client cases.
- Professional, responsible and customer-focused.
- Comfortable working in a fast-paced financial services environment.

Mail your CV : [email protected]

📌 DOCUMENT COLLECTION & CLIENT COMMUNICATION EXECUTIVE(Looking for candidate nearby Kandivali,Mumbai)
🏢 EnableIST
📍 Mumbai