608 Loan Processing Jobs - Page 3

Dear Candidate, Greetings from SBFC Ltd !! We have opening for the role Back office executive for freshers Location - Thane Salary - 15 to 20k in hand Role & responsibilities Conduct credit appraisal, assessment, evaluation, processing, monitoring, verification, and underwriting activities for various loan products. Perform KYC verification and disbursement tasks to ensure smooth lending operations. Collaborate with internal teams to resolve any issues related to credit operations. Maintain accurate records of all transactions and reports. Ensure compliance with regulatory requirements and company policies. Desired Candidate Profile 0-1 year of experience in banking or finance industry (preferably). Strong understanding of credit assessment, credit operations, credit processing, credit underwriting principles. Proficiency in conducting thorough credit evaluations using relevant tools and techniques. Excellent communication skills for effective collaboration with team members and stakeholders. Interested candidates please share the updated resume at Karishma.singh@sbfc.com or can directly walk in for the interview as per the below mentioned details: Date & Time - 06 Sep 2025 from 1 pm to 7 pm Address - SBFC Finance Limited Unit No. 103, 1st Floor, C & B Square, Sangam Complex, JB Nagar Andheri East, Mumbai 400059 Contact Person - Mr. Aayush Sonawale Thanks & Regards, Karishma Singh

You will be responsible for assisting customers in understanding car loan options and eligibility. This includes coordinating with banks and NBFCs to secure the best finance offers for customers. You will also be required to collect and verify customer documents such as KYC and income proof. Submitting loan applications to financial institutions and following up for approval will be a key part of your role. It is important to maintain strong relationships with bank representatives to ensure smooth processing of loans and timely disbursal of loan amounts for booked vehicles. In addition, you will be responsible for maintaining a daily MIS of loan leads, status, and conversions. Supporting the sales team in closing deals through quick loan processing will also be part of your duties. This is a full-time position with a day shift schedule. The work location will be in person.,

As a Branch Officer at Sahayog Multistate Credit Co-operative Society, you will play a crucial role in ensuring the smooth operations of the branch while upholding high standards of accuracy, compliance, customer service, and achieving sales targets. Your primary responsibilities will include: - Maintaining 100% accuracy in cash handling and processing with a focus on quality and error management. - Managing timely cash requisition and ensuring high-quality transaction entries in the system. - Achieving 95% and above quality in account opening and loan processing, adhering to KYC compliance and proper documentation. - Ensuring zero deviations in critical audit points and timely reporting of compliance issues. - Enhancing customer service by handling queries, maintaining branch hygiene, and improving overall customer service standards. - Achieving 90% of sales targets by opening new accounts and securing incremental funding. To excel in this role, you must possess: - High level of accuracy and attention to detail in cash handling and transaction processing. - Strong analytical skills to ensure quality in account opening and loan processing. - Understanding of audit compliance and regulatory requirements. - Excellent customer service skills and a customer-oriented approach. - Ability to maintain branch hygiene and presentation standards. - Sales acumen to effectively support and achieve sales targets. Qualifications required: - Graduation in Finance, Commerce, or related fields. - Relevant experience in branch operations, cash handling, account management, and customer service in the banking or financial sector. If you believe you possess the necessary skills and experience for this role, please submit your application, resume, and cover letter detailing your relevant experience and skills. This position offers a full-time, permanent, fresher, freelance job type with benefits such as a flexible schedule, health insurance, leave encashment, life insurance, and provident fund. The work location is in person with a day shift schedule and performance bonus included. Join Sahayog Multistate Credit Co-operative Society as a Branch Officer and contribute to the progress and success of the organization while growing your career in the financial sector.,

As a Relationship Manager Sales (Home Loan/LAP) based in Vishakhapatnam, you will report to the Branch Sales Manager (BSM) and play a crucial role in the sales process. Your key responsibilities will include meeting customers on a daily basis to update their details in the system, collecting KYC and loan documents, and coordinating with Credit, Legal, and Technical teams. It will be your responsibility to follow up on leads and ensure they are converted into disbursals. Building and maintaining strong relationships with customers, builders, and connectors is essential, along with ensuring full compliance with internal policies. In addition to your primary responsibilities, you will be expected to participate in marketing and promotional activities to drive sales. This is a full-time position with benefits such as health insurance, life insurance, and Provident Fund. The work schedule is during day shifts, and proficiency in English is preferred. The work location will be in person, requiring you to be present on site to carry out your duties effectively.,

Taking care NBFC Operations Loan Process KYC verification Followup with clients Data management

The Loan Against Property (LAP) position is tailored for individuals with expertise in financial services and customer relations. Your responsibilities will include aiding clients in obtaining loans secured against their property, offering expert advice throughout the application procedure, and ensuring a smooth borrowing experience. To excel in this role, you should exhibit strong analytical abilities, meticulous attention to detail, and a dedication to providing outstanding customer service. You will evaluate loan applications, determine client eligibility based on property value and financial background, and guide clients through the documentation process, guaranteeing the accurate completion of all required paperwork. Additionally, conducting comprehensive property appraisals and coordinating with external evaluators may be necessary. It is crucial to stay informed about lending policies, market dynamics, and regulatory standards while collaborating with internal teams to expedite loan approvals and boost customer satisfaction. Addressing client inquiries promptly and professionally throughout the loan lifecycle is paramount. Requirements for this position include a Bachelor's degree in Finance, Business Administration, or a related field (preferred), along with prior experience in loan processing or financial services. Strong analytical skills are essential for effectively evaluating financial data, while excellent verbal and written communication skills are necessary for clear and confident client interactions. Proficiency in financial software and the Microsoft Office Suite, attention to detail, and exceptional organizational abilities to manage multiple applications concurrently are crucial. The role offers opportunities for professional advancement within the financial services industry and the chance to positively impact clients" financial journeys. This is a full-time position that requires in-person work.,

You will be responsible for driving loan sales and customer acquisition as a Sales & Business Development Manager at Zavo for Unsecured loans, specifically focusing on Business Loan & Personal Loan in Delhi NCR. Your key role will involve building and maintaining strong relationships with clients and lenders, handling end-to-end loan processing and documentation, achieving business targets, and ensuring customer satisfaction. To excel in this role, you should have a minimum of 3 years of experience in loan sales, whether secured or unsecured. It is essential to possess a strong network with Direct Selling Agents (DSAs), Non-Banking Financial Companies (NBFCs), and banks. Additionally, excellent communication and negotiation skills are crucial to succeed in this position. This role requires you to be based in Delhi NCR. If you are interested or know someone who might be a suitable fit for this position, please feel free to share your resume or connect with us at sudhakarprasad.giri@thezavo.com.,

Dear Applicants! Greetings from Teamware Solutions! Position: GLS Experience: 0.6-3 Years Notice Period: Immediate Joiners Location: Mumbai (Apply if you are in western line) Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: Responsibilities: • Secure, maintain, and safeguard all documentation related to the primary issuance and secondary trading of syndicated loan transactions. • Manage the amendment process for primary and secondary positions. • Maintain and grant access to external web sites for dissemination of loan documentation • Work with other teams within loan operations, trading assistants, Credit, and the sales desk. Staff will be involved in metrics reporting for the team as well as assisting with some of the process reengineering initiatives currently underway. • Responsible for maintaining loan documentation at closing and periodically throughout the life of the loan as dictated by the terms of the Credit Agreement. Qualifications: • Freshers are with 1 st class in graduation or max 2 Years experience in supporting Loans Products which includes primary loan origination, secondary loan trading, agency, servicing and documentation. • Experience in financial services operations and risk management related to daily processing, escalation of issues and proposed resolution. • Ability to drive change and improve efficiencies on the team and work in a fast-paced environment, both independently and as part of a team. • Self-motivated and willing to assume extended responsibility. • Knowledge of SEC documents is a priority asset. • Candidate must be well organized, and communicate well orally and written. • Candidate must be flexible and able to adapt to project style work environment with deadlines. • Must have proven ability to multi-task, follow processes and procedures yet work independently. • Strong control mindset and excellent stakeholder/relationship management. • Fluent in written and spoken English. • LoanIQ experience is preferred. • Flexible to work in shifts.

3+ years of experience in commercial lending, Syndicated and bilateral loan processing. Thorough understanding of Loan product Lifecyle with exposure across various Loan management systems, documentation, closing, funding, and post closure servicing of transactions. Sound understanding of loan products; policies and processes; documentation requirements; risk systems, including loan origination systems; limits and exposure management; legal documentation. Experience in migration of syndicated and bilat deals to LIQ from other softwares, preferably trading portfolio. Experience in reviewing legal documents such as credit agreement, pricing letters, borrowing notices. Hands-on experience of servicing loans in LIQ/Flex is a must, including processing outstanding loans/SBLCs, fee accrual booking/manual adjustments, FED/SWIFT payments, generating manual cashflows etc Processing of funding requests, payments, rollover, nostro reconciliation and calculation of interest and fees per the notice sent by agent bank. Experience in collaborating/liaising with internal/external stakeholders and ensuring daily targets are met Experience in secondary loan trading and settlement

As a Loan Officer at Corporate Fincon Pvt. Ltd (CFPL), you will be responsible for the complete loan origination and processing cycle. Your primary duties will include interviewing loan applicants to understand their financial requirements, collecting and reviewing financial documents to assess creditworthiness, and assisting clients in completing loan applications. Furthermore, you will be tasked with evaluating the financial status, credit history, and risk level of applicants, collaborating with underwriting teams for efficient loan processing, and either approving or recommending loan applications based on your assessment. In addition to loan evaluation and approval, your role will encompass providing excellent customer service by guiding clients on various loan options and financial planning strategies. You will also be expected to maintain strong relationships with clients, addressing their concerns and inquiries promptly, as well as ensuring a seamless lending experience by following up on loan statuses. Moreover, as a Loan Officer, you will need to ensure regulatory compliance by verifying that all loans adhere to federal and state regulations. This will involve meticulously maintaining records of loan applications, approvals, and denials, while staying abreast of industry regulations and best practices. Furthermore, you will play a vital role in sales and business development by identifying potential clients through networking, referrals, and marketing efforts. Your responsibilities will also include promoting loan products, generating leads, and collaborating closely with real estate agents, financial advisors, and other strategic partners to drive business growth. About the Company: Corporate Fincon Pvt. Ltd (CFPL) has been a trusted financial partner for the corporate world since 2012. With a successful track record of executing over 500 projects, CFPL offers a comprehensive range of services with a particular emphasis on Project Finance. The company is led by a team of young, energetic, dynamic, qualified, and experienced professionals with extensive expertise spanning more than two decades in Corporate Project Financing.,

As a Loan Operations Specialist at Prefinn FinServ, a Finance & Fintech Solution firm founded by experienced banking professionals, you will be responsible for overseeing the daily operations of the lending department. Your role will involve managing loan processing, ensuring coordination with Lending Partners, and optimizing processes for efficiency. Additionally, you will lead a team of Operations Executives, enhance customer experiences, and support digital lending initiatives. To excel in this role, you should have experience in Loan Operations, Loan Processing, and Customer Coordination. Knowledge of Loan Documentation, Loan processes, Financial Products, and Sales process, especially Loans, is essential. Your expertise in Digital Lending and Financial Inclusion will be highly valuable. Excellent Communication, Analytical, and Problem-Solving skills are necessary for success in this position. This is a full-time on-site role based in Gurugram. Therefore, the ability to work on-site in Gurugram is required. A Bachelor's degree in finance, Business Administration, or a related field is preferred. Existing experience in the Banking/Loan industry and familiarity with Operations, Financial Documentation, and Compliances will be advantageous. Join us at Prefinn FinServ and be part of a dynamic team that leverages deep industry knowledge to deliver Lending Products that drive financial growth and inclusivity.,

Role: Underwriter Location: Noida (Onsite) Shift Timing: 7:00 PM -4:00 AM IST The Underwriter will be responsible for full cycle underwriting of proposed financing amounts and terms to small businesses. The Underwriter will work closely with the Relationship Manager to assess and structure financing that is attractive to the small business owner and minimizes risk. Roles and Responsibilities: Work with the Relationship Managers in structuring, analyzing, and negotiating credit transactions. Responsible for full cycle underwriting of assigned small business financing. Determine the ability of the client to repay financing based on analysis of the clients cash flow statements, US tax returns (such as 1120, 1120S, 1065, 1040), and other financial information. Perform detailed financial analysis on the small business, including trend and ratio analysis, and interpret the financial information to determine credit quality and cash flow adequacy. Perform credit analysis and financial statement analysis on co-owners, guarantors, and individuals to determine assets coverage for requested loan amounts. Coordinate with Relationship Managers regarding customer calls and site visits Perform other due diligence as needed to determine the creditworthiness of a small business owner. Open to Work in Night Shift. Desired Candidate Profile- Bachelor’s/master's degree in finance and accounting or related field Formal credit training preferred. Experience working in a financial institution underwriting small businesses; 3+ years in a commercial credit analysis or commercial underwriting role working with small businesses a plus. Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, and competitive analysis and projections. Proficient in various spreadsheet and word processing applications (Excel and Word are preferred) including the use of graphs/charts, and Moody's financial analysis software. Basic knowledge of credit principles, lending operations, loan research, due diligence searches such as SOS, Clear report, TLOx Transunion, NYC’s, Westlaw/Dockets, Credit bureau reports and general credit policies Team player with the ability to take the initiative. Good Communication Skills (Experience of taking calls with Counterparts in US) Detail oriented, ability to work well under pressure and multi-task. Strong written and verbal communication skills Problem recognition and resolution skills

Job Title: Relationship Manager Company: Leela Fincare Location: Goregaon East Job Type: Full-Time Salary Range: 20,000 75,000 per month Job Summary We are seeking a motivated and result-oriented Relationship Manager to join Leela Fincare. The role involves sourcing, managing, and growing customer relationships by offering financial products such as Home Loans, Loan Against Property (LAP), Working Capital, Overdraft (OD), and Cash Credit (CC). The ideal candidate will have strong sales, client-handling, and credit assessment skills. Key Responsibilities Source new clients and generate business for financial products (Home Loan, LAP, OD, CC, Working Capital). Build and maintain strong relationships with existing and prospective clients. Identify customer needs and offer appropriate financial solutions. Achieve sales targets and ensure profitability. Coordinate with credit and operations teams for loan processing and approvals. Maintain proper documentation and compliance as per company and regulatory guidelines. Ensure high customer satisfaction through prompt query resolution and after-sales service. Monitor market trends and competitor activities to identify new business opportunities. Key Skills & Competencies Strong knowledge of finance products – Home Loans, LAP, Working Capital, OD/CC. Excellent communication, presentation, and negotiation skills. Ability to build and maintain long-term client relationships. Target-driven with proven sales track record. Good understanding of financial documents and credit assessment. Self-motivated and proactive. Qualifications & Experience Graduate / Postgraduate in Finance, Business, or related field. Minimum 6 Months –5 years of experience in sales/relationship management in NBFCs, Banks, or Financial Institutions. Prior experience in retail or SME lending preferred.

Looking for Loan Processor

Job Summary: The Relationship Manager for Home Loan Sales (Channel Manager) will be responsible for driving sales of home loans and related products through direct sales efforts, focusing on relationship building with potential customers. This role involves meeting sales targets, managing relationships with leads, and ensuring that the entire loan process runs smoothly from inquiry to disbursement. The Relationship Manager will work closely with other team members and stakeholders to ensure a seamless customer experience. Key Responsibilities: 1. Sales & Business Development: o Generate and close home loan sales through direct marketing and referrals. o Meet monthly and quarterly sales targets for home loan products. o Build and maintain relationships with builders, real estate agents, and other stakeholders to generate leads. o Prospect potential customers through various channels, including tele-calling, customer visits, and online lead generation. 2. Customer Relationship Management: o Build and maintain strong relationships with customers from the initial inquiry to loan disbursement. o Provide excellent customer service and ensure all queries are addressed promptly. o Educate customers on loan products, interest rates, and the application process. 3. Loan Process Management: o Assist customers in completing loan applications and gathering necessary documentation. o Coordinate with the credit team to ensure timely processing and approval of home loan applications. o Track the loan application status and ensure smooth disbursement by working with relevant teams. 4. Market Knowledge: o Keep up-to-date with market trends, product offerings, and competitor activities. o Provide valuable insights and feedback to the sales team and product heads regarding market conditions and customer preferences. 5. Documentation & Compliance: o Ensure proper documentation and KYC (Know Your Customer) compliance. o Follow up on loan documentation and ensure all documentation is complete and accurate for successful loan approval. 6. Reporting & Analytics: o Maintain and report daily, weekly, and monthly sales progress. o Track individual performance against targets and ensure alignment with organizational goals. o Analyze customer feedback and provide insights for product development. Skills and Qualifications: ? Educational Qualification: Graduate/Postgraduate in any discipline. A background in finance or sales is preferred. ? Experience: o Minimum 2-3 years of experience in sales, preferably in home loans. o Experience in handling direct sales and achieving sales targets. ? Key Skills: o Excellent communication and interpersonal skills. o Strong negotiation and persuasion abilities. o Ability to work independently and as part of a team. o Basic knowledge of the home loan market, interest rates, and financial regulations. ? Technical Skills: o Proficiency in MS Office and CRM tools. o Knowledge of loan processing software and customer management tools is a plus.

As an Underwriter, you will be responsible for evaluating and analyzing insurance applications to determine the level of risk involved. This includes assessing factors such as the applicant's financial status, medical history, and other relevant information to make informed decisions. Your role will involve ensuring that insurance policies are underwritten accurately and in compliance with company guidelines and industry regulations. This is a full-time, permanent position that offers benefits such as health insurance, life insurance, and a Provident Fund. The work schedule for this role is during the day shift, and the preferred candidate should have at least 1 year of relevant work experience. The work location for this position is in person. If you are detail-oriented, analytical, and have a strong understanding of insurance principles, we encourage you to speak with the employer at +91 7305369362 to explore this exciting opportunity further.,

Roles & Responsibilities Implements new process changes to improve efficiency and accuracy Identify internal control weaknesses and implement process. Oversee the daily/weekly/monthly delivery of targets in a timely manner and ensure compliance and accuracy Building a data-oriented culture & adoption of process improvement projects to achieve business goals within the team. Managing senior stakeholder communication across multiple lines of business (Credit, Risk and Collections) on various project milestones, process changes, escalations, etc. Drive companies revenue numbers by converting sanctioned loans into disbursement. Maintain overall commercials cross selling insurance products as per the monthly and annual targets to drive companys revenue generation. Ideate, help design and implement process related changes and enhancement of current process which helps in disbursement conversion Training, Mentoring and ongoing support to the team with feedback and support for improvement in revenue generation and sales. Maintain the data base and metrics of the team Prepare reports for management regarding loan processing activities including but not limited to status and production reports Prepares and provides loan disbursement instructions for loan officer, and when closing loan through title company funds the loans to the title company after verifying that all title company exceptions and instruction requirements have been met. Handled a team of 10+ employees and driving the team. • Escalation Management – 0% escalation Awareness on Franking / stamping of loan agreements Documentation awareness for Loans. Complete awareness about KYC norms. Maintain a good partner relation Able to work overtime when needed Other duties as assigned. Attributes we are looking for: Any graduation or equivalent degree. 4+ experience in - Banks / Financial Institutions / Technology start-up Understanding of lending and/or insurance industry would be a plus Ability to work with senior leadership and management teams across business units Ability to get on the ground be part of functional teams Should be comfortable managing and working with ambiguity and finding solutions from the same Understanding of financial models, with experience in creating them a plus High Proficiency in MS Excel and basic ability to use SQL will be a plus

Loan Disbursement : Able to Manage disbursement of Housing Loan & Loan against property. Well versed with KYC Norms as per regulatory Should have good knowledge of Legal with regard to Housing Loan. Post disbursement Activities : should have knowledge of post disbursement activities like PDD/Cersai/Vendor Management/ Customer Service : Ensure excellent Customer service & resolve customer complaints related to loan Disbursement Branch operation Activity : Abel to handled Branch operation activity individually. Process optimization : Identify areas of process improvement & implement changes to increase efficiency & reduce error. Risk Management : Identify and mitigate potential risks in the disbursement process. Experience : Should have 4+ years experience in Bank/NBFC

Dear Aspirants, Greetings !!! We BGSS (Subsidiary of Bank of Baroda) hiring for CPA executives (Backend) for our Login desk and Document Collection officer, Please find below Job Description, If your profile suits please share your CV. Education Qualification : Any Degree We require only Male candidates Role & responsibilities : Collection of all relevant documents (as per checklist) sent through different channels i.e. Branch, DSA & DST. Ensure completion of documents. Follow-up for incomplete loan application and supporting papers. To maintain discrepancy record detailing the discrepancies. To ensure inward / login of file with date & sign in register maintained at RAPC and to maintain inward MIS. To ensure that all physical documents and reports are kept in respective file. Ensuring Up-front fee is being collected with file. Capturing of lead in LLPS System after receipt of all the documents and generate file number for each physical file. Initiation of vendor reports i.e. Legal Opinion Report, Valuation Report, and Contact Point Verification Report. Follow up for reports and other pending documents if any. Generating Credit Bureau Scores of each applicant. Ensure CERSAI search is done and report to be kept on record. Complete LLPS journey of the file up to Pre-Screen work step. To ensure that no information I data is left for entering into LLPS and also no document is left to be uploaded in LLPS before moving the file to next stage. After submission, coordinate with applicants / builders / DSAs / DSTs for additional documents / information / clarification required during the loan processing. Co-ordination for resolution of queries raised by maker/checker/sanctioning authority.

ROLE PURPOSE & OBJECTIVE This role is primarily responsible for underwriting high ticket and open market loans in the field through thorough assessment and personal discussion with borrower and / or co-borrower and unsecured loans of the microfinance and rural business vertical The incumbent works on maintainingsuccess and growth of products by adhering to defined policy and process for loan approval and credit policies and processes are followed effectively by sourcing staffs and appraisers. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE IL Disbursement of Rs. 2-3 Cr in a month and manage IL portfolio of 12-15 Cr. Support IL business of 3-4 Branches KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Underwrite high ticket and open market loans in the field through thorough assessment and personal discussion with borrower and / or co-borrower. Underwrite both unsecured and secured loans of the microfinance and rural business vertical as below Individual loans Business, Home improvement, Higher Education loans KCC, agriculture and livestock loans Maintains success and growth of these products by adhering to defined policy and process for loan approval. Maintain credit policies and processes are followed effectively by sourcing staffs and appraisers. Conduct business place, office, residence and farm visits of the applicants based on the product and purpose of the loan. Conduct reference checks with customers /suppliers / vendors / dealers. Assess repayment capacity, character and cash flow of the applicant. Maintain collection of relevant and proper documents. Maintain adherence to internal and regulatory policies / compliances like KYC etc. Sanction the files appraised by the sales / distribution team through thorough verification of the documents and assessment by the appraiser of the loan. Conduct sample TVR and PDs of the cases appraised by the sales team also shadow appraiser on a sample basis Escalate deviations for necessary approval as per the deviation matrix. Observe for triggers in documents and escalate documents with issues to FCU team. Decision on loan applications as per credit approval grid, deviation matrix and bureau matrix Responsible for portfolio quality of the loans underwritten for 12 MOB. Maintain daily productivity with respect to personal discussions, quality check of applications, sample visits and checks etc as per the set KRA. Imparting training to the microfinance team on the group lending, individual lending and other lending products credit policies, processes and systems, including regular trainings on changes / refreshers. Monitoring rejections from field, guide the branch staff to control the same and maintain higher number of Straight through applications from branches. Report/ Escalate critical issues at field for necessary action as per penalty matrix and maintain compliance of Audit issues. Conduct Loan Utilization Checks for the recent disbursement cases as per policy. Maintain to participate and drive the successful implementation of technology based projects at backend and field Plan and address issues across Poor, High Risk and Critical branches and maintain good risk management at the branches Maintains PAR and provision are maintained within the budget. Engage in collections for recovery, follow up for Incremental overdues and non-starters Sanction the files appraised by the sales / distribution team through thorough verification of the documents and assessment by the appraiser of the loan. Decision on loan applications as per credit approval grid, deviation matrix and bureau matrix Responsible for portfolio quality of the loans underwritten for 12 months of booking. Imparting training to the microfinance team on the group lending, individual lending and other lending products credit policies, processes and systems, including regular trainings on changes / refreshers. Report / escalate critical issues at field for necessary action as per penalty matrix and maintain compliance of audit issues. Maintain to participate and drive the successful implementation of product and technology based projects at field Maintains PAR and Provision are maintained within the acceptable limit/budget. Maintains customer satisfaction by processing of loan applications within the TAT defined Maintain adherence to all regulatory norms with respect to KYC, documentation and sanctioning of loans Maintain up to date knowledge of all the product of the geography Quickly learn of new products and systems being introduced and implement in the field. Networking with other NBFCs / Banks to have a deeper understanding of the Industry and its perspectives Undertake business sub sector or occupation study and survey of branch working areas. Customer Maintains customer satisfaction by processing of loan applications within the TAT defined Understand customers need & repayment capacity & make appropriate loan decisions and recommend right product and loan amount to right customer Maintain that credit responds to branch & customers queries and issues timely, thereby ensuring good service to customers through efficient processing of applications Undertake visits in other financial institutions for timely resolution of issues relating customer or staffs of other institution Engage with customer for any feedback on the products, policy and process Internal process Maintain adherence to all regulatory norms with respect to KYC & Documentation, Customer Selection and Sanctioning of loans Maintain completeness of post disbursement documents, follow up for if gaps any Review branch working areas, negative areas, no-go areas and negative customer list Maintain that the Issue/ deviations / policy/ process violation are escalated appropriately to the concerned department and supervisors for implementation of penalty matrix. Attend audit closure meetings to understand identified issues & take necessary corrective measures. Maintain and update activity trackers Personal discussions, Quality check of files shadow visits, sample checks, trainings, LUCs, escalations, deviations, branch errors Learning & Performance Maintain up to date knowledge of all the products and the geography Upgrade self and branch team about changes happening in the market New products being introduced and new systems being adopted to be learnt quickly and to be adopted. Keep updated with SLBC / DLC meetings & annual reports for information on investment on different types of crops for KCC / Agri limits. Keep abreast with ongoing farming operations in the field & market. Networking with other NBFCs / Banks to have a deeper understanding of the Industry and its perspectives Undertake business sub sector study and underwrite cases at field Maintain necessary feedback is given to supervisors on regular basis about the credit policies, processes and systems for effective and efficient underwriting Improve the probing skills to identify any issues in the field and report critical findings / observations for necessary action. Ensuring visits in branches of other clusters to maintain understanding and learning through experience

LOAN PROCESS/DOCUMENT VERIFICATION ASPER CHECK LIST /DOCUMENT COLLECTION 50%FIELD WORK- 50%OFFICE WORK. BIKE & LICENCE IS MANDATORY 5KM RADIUS If interested Contact HR ponrani - 8148615569 Required Candidate profile QUALIFICATION : ANY UG/PG DEGREE (2023,2024,2025) PASSED OUT GENDER :ONLY MALE ARREARS NOT ELIGIBLE NEED PROVISIONAL FOR VERIFICATION LOCATION: OVER ALL CHENNAI Perks and benefits ESI, PF, INCENTIVES AVAILABLE.

About the Role: We are looking for a proactive Manager Banking Alliances & Onboarding to drive partnerships with banks and financial institutions. The role will focus on identifying, onboarding, and managing bank relationships to enable product expansion, revenue growth, and seamless integration. Key Responsibilities: Build and manage partnerships with banks, NBFCs, and FIs. Lead the end-to-end bank onboarding process (documentation, compliance, integrations). Negotiate commercials, partnership models, and product integrations. Coordinate with internal teams (legal, compliance, risk, tech) for smooth go-live. Act as relationship owner, ensuring strong engagement with senior stakeholders. Identify new alliance opportunities across lending, payments, APIs, and co-branded solutions. Candidate should be good with PPT presentations and fluent in data analytics / management / presentation skills. What Were Looking For: 58 years’ experience in bank partnerships, fintech, or corporate banking. Strong knowledge of banking products, fintech integrations, APIs, and compliance frameworks. Excellent negotiation, stakeholder management, and project management skills. MBA/PGDM or equivalent qualification preferred. Why Join Us: Be part of a fast-scaling fintech redefining financial services. Work closely with senior leaders in banking & fintech ecosystems. High-growth role with exposure to strategic partnerships.

As a Credit Executive at Surya Loan, you will be an integral part of our team, assisting customers in obtaining personal loans and guiding them through the application process. Your role will involve communicating with clients to understand their financial needs, collecting necessary documentation, and ensuring the timely submission of loan files. With 0-2 years of experience in banking or finance, you will leverage your skills to provide excellent customer service, maintain organized loan records, and resolve any issues related to loan documentation. A graduation in Finance, Commerce, or related fields is required, along with a basic understanding of loan processing and banking procedures. Strong communication skills, attention to detail, and the ability to work in a fast-paced environment are essential for success in this role. Join us at Surya Loan and be a part of empowering individuals to achieve their financial goals.,

As a Diploma or +2 educated fresher, you will be responsible for conducting field visits to customer locations in order to collect and verify documents for loan processing. This role offers a good fixed salary along with petrol allowance and incentives. The job is full-time and permanent, with benefits including commuter assistance and a flexible schedule. You will be working day shifts with the opportunity for performance bonuses. The ideal candidate for this position should have completed Higher Secondary (12th Pass). The work location is in person, requiring you to travel to various customer sites for document collection and verification.,

Responsible for evaluating loan applications, verifying documents, assessing creditworthiness, coordinating with sales and operations, ensuring compliance with policies, and supporting risk management to maintain a healthy loan portfolio.