Documentation Executive

Job Title: Documentation Executive (Female Only)

Location: Western Suburbs, Mumbai (Full-time, Office-based Role)

Job Overview:

We are seeking a dedicated and detail-oriented Documentation Executive (Female only) to join our financial services team. The ideal candidate should have a strong understanding of financial documents such as Balance Sheets, Profit & Loss Statements, and Bank Statements, and be capable of handling client interactions and paperwork coordination for loan applications (Home Loans & Loan Against Property).

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Key Responsibilities:

• Review and scrutinize client documents for completeness and accuracy.

• Capture and document client obligations clearly and efficiently.

• Communicate with clients to collect pending documents and resolve documentation gaps.

• Interact with bank relationship managers from multiple banks regarding loan documentation.

• Prepare and organize complete sets of documents for Home Loan and LAP (Loan Against Property) applications.

• Maintain updated records and ensure all documents meet compliance standards.

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Candidate Requirements:

• Gender: Female only

• Age: Preferably above 32 years

• Education/Background:

• Background in accounting or finance preferred.

• Experience working with financial statements (Balance Sheet, P&L, Bank Statements) is essential.

• Tally experience is not required.

• Languages: Fluent in English, Marathi, and Hindi (spoken and written).

• Location: Must reside in Mumbai’s Western Suburbs and live with family (no PG accommodation).

• Strong communication and organizational skills.

• Ability to handle sensitive financial information with discretion and professionalism.

• Should be comfortable working in a non-field, office-based full-time role.

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Work Details:

• Work Type: Full-time

• Work Location: Office-based (no field work)

• Industry: Financial Services (Loans – Home Loan & LAP)

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Ideal Profile:

Someone currently working (or previously worked) in an accounting/finance/back-office documentation role with good coordination skills and the ability to interact with both clients and banking professionals.

Job Type: Full-time

Pay: ₹25,000.00 - ₹28,000.00 per month