541 Loan Operations Jobs - Page 8

Job description - Micro Loans Department Frontline MFI Designation Micro Loans Officer Reports to Meeting Centre Manager Duties and responsibilities 1.Starting business in a new village a.Village identification within the radius b.Feasibility study of the village based on demographics, activities and financial needs of the customers c.Assist the MC-IC in making the village approval 2.Sourcing of business a.Identification of customers and forming of Joint Liability Groups b.Filling up of the application form c.Verification of the residence and business of the customer d.KYC verification e.Pre-disbursement training f.Visiting potential customers in order to develop business 3.Disbursements a.Collection of KYC documents b.Assisting the MC-IC for disbursement activity completion c.Loan documentation 4.Collection of current dues a.Collect the collection sheets and stickers from MC-IC b.Group-wise collection as per scheduled time by following the process c.Deposit of collection money d.MERC entry 5.Collection of over dues a.Follow up with the customers with updated data report of assigned portfolio b.Collection of money as per process c.Depositing the money in bank d.MERC entry e.Assist the MC-IC in initiating action against the defaulters

Job description - Micro Loans Department Frontline MFI Designation Micro Loans Officer Reports to Meeting Centre Manager Duties and responsibilities 1.Starting business in a new village a.Village identification within the radius b.Feasibility study of the village based on demographics, activities and financial needs of the customers c.Assist the MC-IC in making the village approval 2.Sourcing of business a.Identification of customers and forming of Joint Liability Groups b.Filling up of the application form c.Verification of the residence and business of the customer d.KYC verification e.Pre-disbursement training f.Visiting potential customers in order to develop business 3.Disbursements a.Collection of KYC documents b.Assisting the MC-IC for disbursement activity completion c.Loan documentation 4.Collection of current dues a.Collect the collection sheets and stickers from MC-IC b.Group-wise collection as per scheduled time by following the process c.Deposit of collection money d.MERC entry 5.Collection of over dues a.Follow up with the customers with updated data report of assigned portfolio b.Collection of money as per process c.Depositing the money in bank d.MERC entry e.Assist the MC-IC in initiating action against the defaulters

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

1. JOB PURPOSE : Doing field investigation and cross verification of disputed files coming from credit 2. PRINCIPAL ACCOUNTABILITIES Loan Collections Officer for multi-type of loans Collect all past due balances 30 days+ Interacting with sales representatives and attended biweekly meetings with staff to discuss and plan strategies of resolving and curbing Collection issues 3. DIMENSIONS Financial Dimensions (if applicable) Other Dimensions 4. SKILLS AND KNOWLEDGE Street Smart Aggressive 5. Educational Qualifications Graduate Functional Skills Relevant and total years of Experience 0-3 years

LTFinance is looking for OFFICER - HL DISBURSEMENT to join our dynamic team and embark on a rewarding career journey. Scrutinize home loan sanction documents and ensure accuracy, completeness, and compliance with internal policies and regulatory guidelines before disbursement Coordinate with credit, legal, and technical teams to ensure all pre-disbursement conditions are met in a timely manner Process disbursement requests by validating customer KYC, sanction letters, property-related documents, and other relevant paperwork Prepare and verify disbursement memos and ensure timely fund transfers to the builder/seller/customer as applicable Maintain accurate records of disbursed files and update disbursement data in the loan management system Address queries from internal teams, customers, and external stakeholders regarding disbursement status or document requirements Monitor TAT (Turnaround Time) and ensure compliance with SLAs for disbursement activities Identify process improvement opportunities and ensure error-free and timely execution of disbursements Coordinate with finance and operations for reconciliation and reporting of disbursed amounts Ensure adherence to audit, compliance, and risk management protocols during the disbursement process

Fresher can apply Salary:- 14,500 Inhand Good communication skills Min qualification- HSC Language: Marathi & Hindi Required Candidate profile Job Location: Majiwada, Thane-400607 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sonali : 9822197285 Perks and benefits High Incentives and growth opportunities.

Walk-in Drive on 22 July (Tuesday) at upGrad- Noida office from 11 AM-2 PM Designation: Associate- Loan Advisor BU: Study Abroad Salary Range : 5LPA- 6LPA Shift Details : 5 days working | 10:30 AM- 7:30 PM | Work from Office Address : upGrad Study Abroad, Plot 3 & 4, Gold Office Campus, 3rd Floor, Tower A, Building-CLUB 125, Sector 125, Noida 201301 (Near AMITY University) Nearest Metro Station- Okhla Bird Sanctuary Metro Station. POC : Saniya Looking candidate with 1-3 years of experiance in loan processing & loan documentations. Key Responsibilities Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms. Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy. File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS. Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates. Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal. Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports. Qualifications Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field. Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector. Skills: Excellent verbal and written communication skills in English. Strong interpersonal skills with an ability to build rapport with students and partners. Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips). Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel). Highly organized with strong attention to detail and accuracy. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Problem-solving attitude and a proactive approach to work.

A Credit Executive in the finance or banking industry is responsible for assessing, managing, and mitigating credit risks to ensure the financial health of the organization . They evaluate creditworthiness, set lending terms, and monitor credit portfolios to support sustainable growth. This role requires strong financial analysis, risk assessment, and strategic thinking skills. Key Responsibilities: Credit Assessment: Evaluating the creditworthiness of individuals or businesses applying for loans or credit lines. This involves analyzing financial statements, credit reports, and other relevant information. Risk Management: Identifying, assessing, and mitigating potential risks associated with lending activities. This includes analyzing market trends, industry risks, and borrower-specific factors. Loan Processing: Managing the loan application process from initial review to disbursement, ensuring compliance with company policies and regulatory requirements. Credit Monitoring: Tracking loan performance, identifying potential issues, and taking necessary actions to minimize losses. This includes monitoring payments, managing delinquencies, and initiating collection efforts when needed. Policy and Procedure Development: Contributing to the development and implementation of credit policies and procedures to ensure consistent and effective risk management practices. Reporting and Analysis: Preparing regular reports on credit portfolio performance, risk exposure, and other relevant metrics. This includes analyzing data to identify trends, areas of concern, and opportunities for improvement. Customer Relationship Management: Maintaining communication with customers regarding their accounts, resolving inquiries, and addressing any payment issues. Compliance: Ensuring adherence to all relevant laws, regulations, and company policies related to lending and credit management. Collaboration: Working with other teams such as risk management, underwriting, sales, and legal to align credit decisions with business objectives.

Greetings from RAD Resources . A reputed Gold Buying Company is looking for a customer service-oriented Branch Manager - Sales for following location . @ Hyderabad , @ Vijayawada , @ Adilabad , @ Nirmal Experience : 2yrs Salary : Rs.26,000/ to Rs.28000/- per month Timings: 10:00AM to 7:00PM Working Days : 6 Days Job Responsibilities: Formulate sales and marketing activities and strategies in order to achieve sales target Monitor branch performance in terms of sales, customer service, and customer satisfaction Ensure that customer needs are met and customer complaints are dealt with promptly and effectively Train and motivate employees in order to maximize their effectiveness in servicing customers Develop and maintain effective customer relationships through personal contact and networking Monitor staff gold valuation and assessment process to ensure accuracy Supervise the releasing of pledge gold Monitor and manage all transactions through our CRM software Oversee the logistic of the store Ability to manage and motivate a team Adhere to all the company policies and procedures Timely reports to the Senior Management Qualifications & Skills: Bachelors degree in any discipline Proficient in English communication Computer literate Good customer relationship Good interpersonal and communication skills Demonstrated skills in problem-solving, decision-making, strategic planning and time management. Note: Immediate joiners are preferred Contact: Durga Birla and Team Share Your Resume To 9000155667 / 9355935583 Email : hr.radresource@gmail.com Web : https://radresources.in

You are a strategic thinker passionate about driving project management. You have found the right team. As a Project Manager within our firm, you will be passionate about promoting project management. Your daily tasks will include defining, refining, and delivering set goals, interpreting and understanding legal documents, reviewing complex approval packages, and managing team performance to exceed business expectations. Additionally, you will mentor team members, manage resources across multiple projects, and ensure compliance with procedures and policies. Effective communication and stakeholder management, preparing KPIs and KRIs, and maintaining quality control of processes will also be key aspects of your role. Interpret and understand legal documents related to underwriting, ensuring compliance with regulatory requirements. Review complex approval packages and underwriting documents for annual client reviews. Exceed turnaround time and accuracy rate targets with a keen eye for detail. Manage individual and team performance to achieve and surpass business expectations. Mentor and coach team members to help them reach their career goals. Oversee resources and capacity across multiple projects simultaneously, ensuring optimal utilization without impacting business operations. Maintain compliance with procedures, policies, and contractual obligations. Communicate effectively verbally and in writing, demonstrating strong stakeholder management skills. Identify situations requiring escalation and take swift action in high-risk, complex environments. Prepare and publish KPIs and KRIs regularly for senior leaders, presenting data to management. Take overall responsibility for process quality control, analyzing risks, and proactively identifying root causes of issues. Required qualifications, capabilities, and skills: - Minimum 7 years of post-qualification work experience in a financial institution or project management. - Strong working knowledge of banking products such as Client Onboarding, KYC, AML, Credit, Loan operations, Underwriting, or Investment Banking. - Experience working with Risk, Audit, and Compliance to meet organizational objectives. - Manage a team of 8+ members, provide coaching sessions, feedback, and support their career progression. - Leadership skills to adapt to a changing environment, monitor progress, and deliver results timely. - Accountability in supporting execution of deliverables/projects, seeking efficiency, and taking personal responsibility. - Good communication skills, ability to communicate clearly, lead by initiative, and address complex business issues. - Proficient in Time Management, prioritizing tasks, and working under pressure in a deadline-oriented environment. - Strong organization, attention to detail, time management, planning skills, and handling multiple priorities. - Demonstrated ability to communicate effectively at all management levels, written and verbal. - Foster a positive approach to process assessment, identify trends, and improve processes for customers and the business. - Resolve client service issues quickly, provide world-class service internally and externally. - Project management experience, including identifying project steps, executing milestones, summarizing findings, and presenting to senior management.,

As the Assistant Vice President (AVP) - US Participation, you will be instrumental in bridging the gap between business requirements and technology solutions, with a primary focus on the ACBS loan management system. Your role will involve close collaboration with key stakeholders, including business users, product managers, and IT teams, to ensure that loan systems are effectively configured and optimized to align with the business needs. Your success in this role will be evaluated based on critical skills such as a robust understanding of loan operations encompassing syndicated loans, commercial loans, credit facilities, and relevant documentation. Proficiency in gathering, analyzing, and documenting business requirements will be crucial, along with proven experience as a Business Analyst with hands-on expertise in ACBS or similar loan management systems. Additionally, you will be responsible for developing and executing test plans to validate system configurations, ensuring that new functionalities and enhancements meet business requirements and quality standards. Desirable skillsets that would be advantageous include experience in dealing with stakeholders at all levels, excellent communication skills (both verbal and written), a people-centric approach, problem-solving abilities, result orientation, customer focus, and awareness of maker responsibilities. You will also be assessed on key critical skills essential for success in the role, such as risk and controls management, change and transformation, business acumen, strategic thinking, digital and technology expertise, and job-specific technical skills. This role is based in Noida. **Purpose of the Role:** The primary purpose of this role is to oversee the implementation of strategic change initiatives aimed at enhancing the bank's operational efficiency. **Key Accountabilities:** - Manage strategic operational changes and initiatives to enhance operational efficiency and effectiveness, assessing impacts on people, processes, and systems. - Collaborate with internal stakeholders, including business leaders, project managers, and subject matter experts to align operations with the bank's objectives. - Develop and implement change management strategies, ensuring effective communication and adoption by stakeholders. - Establish and track KPIs to measure business function effectiveness, utilizing data and technology for continuous improvement. - Ensure compliance with regulatory requirements and internal policies related to change management. - Provide guidance and support to stakeholders throughout the change management process via training and coaching. **Expectations for Assistant Vice President:** - Advise and influence decision-making, contribute to policy development, and enhance operational effectiveness. - Lead a team in performing complex tasks, driving towards business impact, setting objectives, and coaching employees to achieve them. - Demonstrate leadership behaviors to create an environment conducive to high performance and excellence. - For individuals, lead collaborative assignments, guide team members, identify new directions for projects, and consult on complex issues. **Barclays Values and Mindset:** All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive in their behavior and actions.,

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Position Purpose: Referring MSIL Portal (Jocata System) to Create Auto Lead in LLPS and downloading documents from MSIL portal ( Jocata System ) and uploading in LLPS and maintaining xls file. Role & Responsibilities: Maker enters lead details in their individual excel (Maintain lead data in Excel) (end to end details) Maker scrutinizes all the entered details of customer, submitted documents and download documents (Jocata) Maker does detail data entry for branch details in Lead info tab & Basic Product info tab on LLPS (Omniflow) Maker does detail data entry for Applicant details in Applicant Details tab on LLPS (Omniflow) Maker does detail data entry for Customer Eligibility in Check Loan Eligibility tab on LLPS (Omniflow). Maker uploads customer documents in LLPS & save processing fees details (Omniflow) Maker updates the application status in Jocata (Jocata System) Users doing data check in LLPS for sanction/disbursement Users Update sanction/disbursement details in JOCATA system Job Specific skills: Having basic KYC document knowledge, Knowing good experience in mortgage process Basic proficiency in Excel, Word Ability to manage process and time. The ability to learn new things quickly and implement them efficiently, within very tight timelines. Must be willing to work in strict security environment. Must be willing and able to work as part of a team. Preferring for Male candidates only Contact Details Raja Rajeshwari M - 6381765069

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Role & responsibilities Candidate should have experience of Operation management preferably from Banking or Housing Finance Industry. Having Knowledge of Loan Life Cycle management Process knowledge of Securitization & Co-lending Loan Foreclosure, Part Payment, Re-pricing, Loan Restructuring, Loan Reschedulement Should have good understanding of accounting entries. Knowledge of reconciliation & Audit Support various stakeholders on regulatory audit request Knowledge of system enhancement of Loan management system, BRD preparation & UAT for related role Experience in Team Management Excellent verbal and written communication skills. He should be able to drive the team of operation related activity. Working knowledge of Power Bi, SQL and other data analytics tools will be an added advantage. Preferred candidate profile Education- MBA Finance Work Experience- 8-10 years Industry- Banking/Housing Finance Industry Computer Proficiency- Microsoft Office

We are looking for a highly motivated and experienced Branch Operations Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, with a strong background in affordable housing and housing loan operations. Roles and Responsibility Manage and oversee daily branch operations to ensure efficient customer service. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives. Analyze and resolve operational issues promptly. Ensure compliance with regulatory requirements and internal policies. Foster a positive work environment and provide guidance to team members. Job Requirements Minimum 1 year of experience in the BFSI industry, preferably in affordable housing or housing loan operations. Strong knowledge of branch operations, customer service, and sales management. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and decision-making skills with attention to detail.

Job TitleCOLLECTION EXECUTIVE LevelM1 M2 DivisionCOMMERCIAL BANKING GROUP Function :COLLECTIONS Reporting RelationshipLOCATION COLLECTIONS MANAGER (LCH/LRH) Average No. of Direct Reportees 0 - 4 Job Role / KRAs To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually or in a team / as a team. To ensure adherence MOPP Norms. To adhere to the BANKS processes and procedures. To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications Graduate & above Experience Profile 1-3 years BenchmarkCompanies CHOLA DBS SUBH LOANS SHRIRAM FINANCE MAGMA SUVIDHA INDIA BULLS SREI HDFC BANK (Group Set up) ICICI BANK(Group Set up)

Manage loan operations, including loan processing and recovery Oversee taxation matters related to loans and interest income Coordinate with banks for various banking activities Prepare financial reports on monthly basis (MIS) Send Cv 9911147805

Role & responsibilities Operations associate ( PDD / Disbursemnt process)- Operations associate (DSMG Data base/ MIS) loan Processing Document Verification KYC operations Preferred candidate profile

Role & responsibilities KYC, Documentation checking, Vehicle finance workflow, Data entry, Excel, Team work, Co-ordination with sales team, Credit parameters knowledge, Credit executive level underwriting

Job Role Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all the documents along with signatures and stamps. To ensure documentation is completed with utmost accuracy and to ensure the case is cleared in first pass. Coordinating with the internal teams for documentation to ensure smooth processing of client transactions. To ensure completion of disbursement process of a client will all formalities.