Loan Operations Executive (Education Loan)

Wingstowits Consultancy

1 - 4 years

2 - 3 Lacs

chennai

Posted:1 hour ago| Platform:

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Skills Required

education loan loan processing credit operations banking operations business development loan sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Education Loan Counselor

Role & responsibilities

Loan Processing

Guide students on education loan eligibility and required documents.
Evaluate financial papers (ITR, salary slips, collateral papers) for loan readiness.
Support students in selecting suitable banks or NBFCs based on their profile.

Bank Coordination

Coordinate with multiple banks (SBI, HDFC Credila, ICICI, Axis, Auxilo, InCred, etc.) for loan applications.
Submit documents, monitor application status, and follow up for approvals.
Maintain strong relationships with bank loan officers.

Student Communication

Explain loan terms, interest rates, margin money, and repayment structure.
Keep students updated through every stage of application, sanction and disbursement.

Operations & Reporting

Maintain Google Sheets/CRM records of the loan pipeline.
Ensure accuracy of documentation uploaded.
Update the counseling and admissions teams on loan progress.

Preferred candidate profile

Must-Have

14 years of experience in
education loans, bank loans, NBFC loan processing, DSA operations, or study abroad counseling
.
Strong understanding of
secured & unsecured education loans
.
Familiarity with bank processes, turnaround times, and documentation rules.
Excellent communication and relationship-building skills.
Ability to handle multiple loan cases simultaneously.

Good to Have

Experience with SBI RLOS, ICICI portal, and IT-based loan systems.
Basic understanding of overseas studies (USA, UK, Ireland, Australia, Canada).
Knowledge of credit underwriting basics.

Perks:

Incentives per loan sanctioned
Performance bonuses
Fast career growth
Work with top global universities
Young and dynamic work culture
Training sessions with bank partners

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