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For Employers

Loan Executive

Arbeit Sphere Nexus Private Limited

0 - 31 years

1 - 2 Lacs

jnana ganga nagar bengaluru/bangalore region

Posted:23 hours ago| Platform: Apna logo

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Skills Required

processing assessment data documentation service compliance reporting transactions regulations communication

Work Mode

On-site

Job Type

Full Time

Job Description

About the Role:We are seeking a highly motivated and enthusiastic Loan Executive to join our team. The ideal candidate will play a key role in assisting customers with loan-related inquiries, processing loan applications, and ensuring that all procedures comply with company policies and regulatory standards. Key Responsibilities: Customer Interaction: Engage with potential borrowers to understand their financial needs and provide them with information about available loan products. Loan Application Processing: Assist clients in completing loan applications, gathering required documents, and verifying information. Loan Eligibility Assessment: Review customer profiles and determine eligibility based on predefined criteria. Data Entry & Documentation: Maintain accurate records of loan applications and update databases with necessary customer information. Follow-up & Updates: Provide regular follow-ups with clients to ensure timely submission of documentation and keep them informed about the status of their loan applications. Sales & Target Achievement: Work towards achieving monthly sales targets and generating leads for new business. Customer Service: Ensure a high level of customer satisfaction by addressing any queries or concerns and providing effective solutions. Compliance & Reporting: Ensure all processes and transactions are in compliance with company policies, regulations, and guidelines. Skills: Strong communication skills (both written and verbal). Excellent interpersonal skills and customer service orientation. Ability to work in a target-driven environment. Knowledge of loan products and basic financial terms. Proficiency in MS Office and basic data entry skills.

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Loan Executive