Loan Sales Executive

Daily Tasks 1. Receive the client FILE from prelogin.   2. Cross cheking one pagers, Documents, forms, applications, customer information, property, income, CIBIL, reports, Case discription, as per SLA.    3a. Salaried checklist.   3b. Bussiness Checklist.   3c. Special case checklist.   3d. Multiple banks checklist.  3. Genrating internal file number in the format of Date month year(Ex-10022024) fatching in CRM the same number and Send file for login to banks in same  day and taking pendency from them same day.  4. informing Pendency to prelogin same day.   5. Followup for pendency with prelogin daily twice a day morning and afternoon.  6. Receive the Documents from prelogin & Cross check with check list and parameters of banks and resubmission in banks until comlpeted. 7. Follow up with Banks team 2 times in a day once in the morning and once as per appointment or in the afternoon.  8. Monthly arranging 1-1 meetup with bankers for appriciation or and feedback, first week of each month.  9. Keeping scan copies of each document and Upload documents to Database in the given folders.  10. Visiting bankers once a week and sending picture of the same.  11. Feedback for Sanction being collected by the sales team and prelogin. 12. Review and analyze credit appraisal reports: -Carefully examine credit appraisal reports prepared by credit appraisers. -Assess the creditworthiness of loan applicants based on the information provided in the reports. -Identify any potential risks or concerns associated with the loan applications. 13. Coordinate with loan officers and credit appraisers to address any credit issues: -Work closely with loan officers and credit appraisers to resolve any credit-related issues or discrepancies. -Provide guidance and support to loan officers in addressing customer concerns and negotiating loan terms. -Facilitate communication between loan officers and credit appraisers to ensure a smooth and efficient credit appraisal process. 14. Communicate with applicants to provide updates on loan applications: -Keep applicants informed about the status of their loan applications. -Address any questions or concerns they may have regarding the credit appraisal process. -Provide timely updates on any required additional documentation or information. 15. Update loan status in the CRM system: -Accurately record the status of loan applications in the CRM system daily. -Update the CRM with any changes or decisions made regarding credit approvals or denials. 16. Assist sales team with closing deals by addressing credit concerns and facilitating the sanction process: -Work closely with the sales team to address any credit concerns that may arise during the sales process. -Provide support to the sales team in closing deals by ensuring that the credit appraisal process is completed efficiently and accurately. -Facilitate the sanction process by coordinating with the credit appraisal team and other relevant departments.