LOAN OPERATIONS EXECUTIVE

Job Title: Loan Operations Executive

Location: Venture X, SCO 389-390, Sector 29, Gurugram, Haryana

Industry: BFSI / Lending / Financial Services

Experience: 1-3 Years

Employment Type: Full time

About Extend X

Extend X is a loan marketplace that connects growing businesses with the right banks and NBFCs for business loans, working capital and loans against property. We charge borrowers zero fees, and our job is to get them funded fast, with the best terms on the market. We are a young, ambitious team building one of India's fastest-growing lending platforms.

The role

Our sales team brings in loan cases every day. As Loan Operations Executive, you turn those cases into disbursed loans. You own each file from document collection to lender login, sanction, disbursement and post-disbursement closure, and you keep borrowers, lenders and our sales team in sync along the way.

Key responsibilities

Documentation and file preparation

- Collect, verify and organise borrower documents: KYC/KYB, ITRs, GST returns, bank statements, audited financials, CIBIL reports and property papers.
- Run first-level checks on bank statements (average bank balance, inflows, EMI obligations, cheque bounces) and flag red flags to credit.
- Prepare complete,



lender-ready files and match each case to lender eligibility norms.

Lender login and sanction

- Log in cases on bank and NBFC portals and LOS systems.
- Track every file through login, credit queries, personal discussion, sanction and offer acceptance.
- Answer lender queries and arrange pending documents within committed timelines.

Disbursement

- Coordinate agreement execution: e-sign/e-stamp, NACH/e-mandate, security cheques and other pre-disbursement conditions.
- Follow up with lenders for fund release and confirm disbursement (UTR) with the borrower and the sales team.

Post-disbursement and payouts

- Track post-disbursement documents (PDD/OTC) until closure.
- Reconcile lender-wise payouts and commissions on disbursed loans.

MIS and reporting

- Maintain the daily case tracker: logins, sanctions, disbursements, rejections and TAT.
- Share weekly and monthly MIS with leadership; escalate cases stuck beyond agreed TAT.

Compliance and coordination

- Keep audit-ready records and follow KYC/AML norms, lender policies and data-privacy practices.
- Work daily with the sales team, lender RMs and borrowers to close document gaps quickly.

📌 Loan Operations Executive (Gurugram)
🏢 Extend X
📍 Gurugram