Company Description Urban Money is India’s first unbiased loan advisory services firm, offering comprehensive guidance on home loans, mortgages, and a wide range of borrowing solutions. The company brings together experienced professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered, ICICI, and others to deliver high-quality advisory services. Urban Money partners with reputed lenders including HDFC, Axis, Kotak Mahindra, PNB, Tata Capital, and many more to provide clients with multiple options and transparent comparisons. Its private banking–style model assigns individual loan portfolio counselors to each client, managing the entire borrowing process from product selection and documentation to taxation and insurance advisory. Urban Money currently operates in 100+ locations across India, facilitating home loans for a diverse customer base. Role Description This is a full-time, on-site Home Loan Specialist role based in Mumbai. The Home Loan Specialist will guide clients through the end-to-end home loan process, including assessing eligibility, explaining loan products, and recommending suitable lending options from Urban Money’s partner institutions. Daily responsibilities include collecting and verifying client documentation, coordinating with banks and financial institutions, tracking application status,



and ensuring timely loan disbursal. The role involves maintaining accurate records, preparing loan proposals, and providing clear, professional communication to address client queries on interest rates, terms, and related policies. The Home Loan Specialist will also build long-term client relationships, deliver high standards of customer service, and support cross-functional teams to improve processes and client experience. Qualifications
• Candidates should possess solid knowledge of the mortgage industry and home loan products.
• Candidates should possess skills in mortgage lending and loans processing, including eligibility assessment and documentation review.
• Candidates should possess excellent communication and customer service skills to interact effectively with clients and lending partners.
• Candidates should possess the ability to manage multiple client cases, prioritize tasks, and meet timelines in a fast-paced environment.
• Relevant experience in banking, housing finance, or financial services is highly beneficial.
• A bachelor’s degree in finance, business, economics, or a related field is preferred.
• Proficiency in basic computer applications and CRM tools, along with strong attention to detail and ethical work practices, is expected.

📌 Home Loan Specialist (Mumbai)
🏢 Urban Money
📍 Mumbai