Management Trainee

Job Description

Role & responsibilities: 1. Loan Processing & Documentation: Assist in loan application processing, verification, and documentation. Ensure proper data entry and maintain loan records in the system. Coordinate with sales and credit teams for document collection and processing. 2. Customer Service & Coordination: Handle customer queries related to loan processing, disbursement, and repayment. Provide support in handling grievances and resolving operational issues. Assist in onboarding new customers and educating them on loan terms & repayment schedules. 3. Disbursement & Repayment Management: Support loan disbursement activities, ensuring compliance with internal and regulatory policies. Monitor loan repayment schedules and coordinate with the collections team. Assist in managing post-disbursement documentation and file maintenance. 4. Compliance & Risk Management: Ensure all processes comply with RBI/NHB and company guidelines. Maintain accurate records and support internal/external audits. Identify process gaps and suggest improvements to enhance operational efficiency. 5. MIS & Reporting: Prepare daily/monthly reports related to loan processing and disbursements. Assist in data analysis to improve operational efficiency. Support in maintaining dashboards for management review