Job Description
– Loan Officer Company: Soltrac Power LLP
Location:
Mahanagar Extension, Lucknow
Salary:
₹15,000 – ₹25,000 per month
Experience:
1–2 years in Bank Loan Processing & Documentation
Job Type
Full-time Role Overview Soltrac Power is looking for a Loan Officer to manage the complete loan processing and financing documentation for residential and commercial solar projects. The candidate should have practical knowledge of banking procedures, loan applications, documentation, approvals and disbursement processes.
Key Responsibilities
Loan Processing & Documentation
• Handle the complete loan process from application submission to final disbursement.
• Collect, verify and maintain customer KYC, income and financial documents.
• Prepare and submit loan applications to banks and financial institutions.
• Coordinate with banks and NBFCs for loan eligibility, approvals and sanctions.
• Track pending applications and ensure timely processing and disbursement.
• Resolve documentation discrepancies and loan-related queries. Banking & Customer Coordination
• Maintain regular communication with bank officials and financing partners.
• Guide customers regarding loan eligibility, required documents and financing procedures.
• Coordinate with the Sales and Accounts teams for smooth loan processing.
• Follow up with customers and banks to avoid unnecessary delays. Records & Reporting
• Maintain accurate loan application records and documentation.
• Update loan status, pending cases and disbursement details in Excel/Google Sheets or CRM.
• Prepare daily and weekly reports on loan applications, approvals and disbursements.
• Ensure compliance with applicable banking procedures and documentation requirements. Required Skills & Experience
• 1–2 years of relevant experience in bank loan processing and documentation is mandatory.
• Good knowledge of loan application, verification, sanction and disbursement procedures.
• Experience coordinating with banks, NBFCs or financial institutions.
• Understanding of KYC, income verification and loan eligibility requirements.
• Strong documentation, follow-up and coordination skills.
• Positive communication and customer-handling abilities.
• Proficiency in MS Excel, Google Sheets and basic computer applications.
• Experience in solar loans, rooftop solar financing or PM Surya Ghar-related financing will be preferred. Qualification Graduate in Commerce, Finance, Banking, Business Administration or any relevant discipline. Office Timing: 10:00 AM – 6:30 PM Weekly Off: Sunday
📌 Loan Officer (Lucknow)
🏢 Soltrac Power
📍 Lucknow
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