Company Description Urban Money is India’s first unbiased loan advisory services firm, offering guidance on a wide range of loans and mortgage solutions. The organization brings together experienced professionals from leading banking and financial institutions to provide clients with comprehensive and hassle-free borrowing support. By partnering with multiple reputed lenders, Urban Money offers access to diverse loan products, competitive interest rates, and tailored financial solutions.

Its unique private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing process for each client, from product selection and documentation to disbursal and related tax and insurance advisory.

Urban

Money currently operates in 100+ locations across India, facilitating home loans for a broad and growing customer base.

Role Description This is a full-time, on-site Loan Officer role based in Mumbai.

The Loan

Officer will work closely with clients to understand their borrowing needs, recommend suitable loan products, and guide them through the end-to-end application and approval process.

Responsibilities include collecting and reviewing documentation, assessing client eligibility, coordinating with multiple lending institutions, and supporting underwriting and loan origination activities. The role involves maintaining solid client relationships, providing clear and unbiased advice on loan terms,



interest rates, and repayment options, and ensuring timely resolution of queries.

The Loan

Officer will also be expected to achieve assigned targets, follow compliance and regulatory standards, and contribute to a positive and collaborative work environment.

Qualifications

- Experience in loan advisory or as Loan Officers, with a strong understanding of retail lending processes.
- Knowledge of Finance principles and practical exposure to banking or financial services operations.
- Hands-on experience with Underwriting and risk assessment for home loans or related credit products.
- Background in Loan Origination, including application processing, documentation, and coordination with lenders.
- Strong Customer Service skills, with the ability to communicate clearly, build trust, and manage client expectations.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in lending or credit are an advantage.
- Proficiency in using CRM tools and MS Office; comfort working with digital loan platforms and documentation systems.
- Ability to work in a fast-paced environment, meet targets ethically, and adhere to regulatory and organizational guidelines.
- Prior experience in mortgage or home loan advisory within the Indian market, especially Mumbai, is highly beneficial.

📌 Loan Officer (Mumbai)
🏢 Urban Money
📍 Mumbai