Banking Follow-Up Officer

1 - 5 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

In this role as a Bank Follow-Up Officer, you will be responsible for various key tasks to ensure smooth processing of loan applications and follow-ups with banks. Your main responsibilities will include: - Reviewing customer profiles prepared by financial analysts. - Coordinating with bank managers for profile sharing and follow-ups. - Reviewing and analyzing income documents, bank statements, and loan history. - Conducting visits to banks for case finalization. - Collecting legal documents from customers and checking them with checkpoints. - Ensuring technical and legal clearances from banks. - Coordinating with legal and technical officers to clear pending issues. - Collecting additional document requirements from bank managers. - Verifying legal reports from advocates. - Filling and submitting applications. - Following up on loan login status with banks. - Conducting bank visits for case follow-ups. - Tracking sanction status and following up with banks. - Conducting pending follow-ups post-sanction. - Reconfirming loan details with customers post-sanction. - Verifying disbursement documents. - Collecting and handing over cheques to customers. - Informing customers about cheque details and EMI schedules. - Coordinating subsequent disbursements. - Ensuring proper documentation handover to customers. - Collecting file numbers and executive email IDs post-disbursement. - Maintaining daily MIS with customer current follow-up status updates. - Updating pending/challenging reasons in group discussions. - Updating customer details in the profile tracker. - Maintaining physical customer files and documents. - Preparing and sending office-use emails as required. **Qualifications Required:** - Master's degree is preferred. In addition to the above responsibilities, you will be expected to work full-time in a day shift at the in-person work location. The ideal candidate for this role should have at least 1 year of total work experience, with specific experience as a Bank Follow-Up Officer being preferred. Fluency in English is also preferred. Application Deadline: 10/06/2025 Please note that this job offers cell phone reimbursement as a benefit.,

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