Job Title: Loan Processing & Client Coordination Executive

Company: Fundenflo

Department: Loan Operations / Client Services

Location: Gurugram, Haryana

Employment Type: Full time

Experience: 13 years preferred

About Fundenflo

Fundenflo helps clients navigate the loan and financing process by coordinating with financial institutions and supporting them with documentation, application processing, and follow-ups.

Job Summary

We are looking for a proactive and detail-oriented Loan Processing & Client Coordination Executive to manage client communication, collect and verify loan-related documents, and coordinate with banks, Non-Banking Financial Companies (NBFCs), and Direct Selling Agents (DSAs).

The candidate will act as a link between clients and lending partners, ensuring that applications are submitted with the required documentation and that cases move forward efficiently.

Key Responsibilities

- Contact clients to understand their loan requirements and explain the documentation process.
- Collect, organize, and verify documents required for loan applications.
- Follow up with clients for pending documents, clarifications, and missing information.
- Coordinate with banks, NBFCs, and DSAs for application submission and processing.
- Track loan applications from initial documentation through approval, disbursement, or closure.
- Liaise with lending partners to obtain application updates and resolve documentation-related queries.
- Maintain accurate client records, application trackers, and document status reports.
- Ensure timely communication between clients and lending partners.




- Handle client queries professionally and provide regular updates on application progress.
- Maintain confidentiality of client information and financial documents.
- Coordinate with internal teams to ensure smooth and timely processing of cases.

Required Skills and Qualifications
- Graduate in any discipline; a background in Finance, Commerce, or Banking is preferred.
- 1–3 years of experience in loan processing, banking operations, financial services, customer coordination, or loan documentation is preferred.
- Good verbal and written communication skills.
- Ability to coordinate with clients, banks, NBFCs, and DSAs.
- Strong follow-up, organizational, and problem-solving skills.
- Basic knowledge of loan documentation and the lending process.
- Proficiency in MS Excel, email, and basic computer applications.
- Ability to manage multiple applications and meet deadlines.

Preferred Candidate Profile
- Experience working with banks, NBFCs, DSAs, loan agencies, or fintech companies.
- Familiarity with personal loans, business loans, MSME loans, or other lending products.
- Comfortable speaking with clients over phone calls and WhatsApp.
- A proactive individual who takes ownership of cases until the next action or resolution.

Key Performance Indicators (KPIs)
- Timely collection and submission of client documents.
- Accuracy and completeness of loan application files.
- Number of applications processed and actively followed up.
- Turnaround time for document collection and application submission.
- Effective coordination with lending partners.
- Client communication quality and follow-up efficiency.

How to Apply: [email protected]

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