Loan Processing Executive

1 - 5 years

3 - 5 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Skills Required

File Login & Documentation Handling Disbursement Support Coordination with Credit Team Customer & Sales Team Support Administrative & MIS Work

Work Mode

Work from Office

Job Type

Full Time

Job Description

File Login & Documentation Handling

  • Receive and verify customer documents from Sales/Relationship Managers.
  • Ensure completeness and correctness of KYC, income proof, bank statements, and application forms.
  • Log in files in the system (LMS or CRM) accurately.
  • Generate file numbers, upload scanned documents, and maintain physical document records.

2. Coordination with Credit Team

  • Forward logged-in files for credit underwriting.
  • Resolve queries raised by the credit team (missing documents, inconsistencies).
  • Schedule and coordinate Personal Discussions (PD) if required.

3. Disbursement Support

  • Follow up for sanction letters, documentation completion, and customer signatures.
  • Liaise with operations and accounts for disbursement processing.
  • Check bank account details, loan agreements, and compliance before fund release.
  • Ensure TAT (Turnaround Time) from login to disbursement is within target.

4. Administrative & MIS Work

  • Maintain tracker of all logged-in, sanctioned, and disbursed files.
  • Prepare daily/weekly MIS reports on application status.
  • Manage document storage, scanning, and retrieval.
  • Assist in internal audit, data entry, and system updates.

5. Customer & Sales Team Support

  • Handle basic queries related to loan status or documentation.
  • Coordinate with sales team for document collection or corrections.
  • Ensure transparency and smooth communication across all teams.

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