Customer Service/Back office executive (Only from Loan/Mortgage/Banking/BFSI Domain)

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking experienced professionals to join our expanding team in Gurgaon Sector 67. If you possess a background in Loan, Mortgage, Banking, or BFSI, we have openings for the following two roles: Location: Gurgaon Sector 67 (On-site) Experience Required: 2+ years Industry: Banking / Financial Services / Loan / Mortgage / BFSI Customer Service Associate - Loan/Mortgage/BFSI Key Responsibilities: - Address customer inquiries via phone and email related to loan and mortgage products. - Resolve queries promptly and professionally, ensuring optimal customer satisfaction. - Maintain accurate documentation of all customer interactions and keep records updated in CRM systems. - Collaborate with internal departments such as underwriting, collections, and operations to ensure timely issue resolution. - Educate customers on loan terms, EMI schedules, documentation requirements, and process updates. - Adhere to SLA targets for responsiveness and quality. - Identify opportunities for process enhancement and offer feedback to enhance the customer experience. Back Office Executive - Loan/Mortgage/BFSI Key Responsibilities: - Process loan applications, validate supporting documents, and perform high-volume data entry accurately. - Ensure all documentation meets company policies and regulatory standards. - Coordinate with customer service, risk, and compliance teams to streamline backend operations. - Safeguard digital and physical records, ensuring data integrity and confidentiality. - Generate reports, dashboards, and trackers for internal stakeholders. - Conduct quality checks and audits on loan files to reduce processing errors. - Proficiency in Excel is essential, including formulas, VLOOKUP, pivot tables, and data validation. - Contribute to operational efficiency by enhancing backend workflows and turnaround times. Requirements for Both Roles: - At least 2 years of experience in the Loan, Mortgage, Banking, or BFSI sector. - Strong communication skills, both written and verbal. - Proficiency in MS Office, particularly Excel. - Ability to thrive in a fast-paced, target-driven environment.,

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