Management Trainee

Proowrx Knowledge Centre

0 - 1 years

2 - 5 Lacs

jaipur

Posted:21 hours ago| Platform:

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Skills Required

credit analyst data analysis time management management trainee financial planning data processing outsourcing digital marketing operations auditing

Work Mode

Work from Office

Job Type

Full Time

Job Description

This is a critical role for our company. The person will be responsible for the full process of completion of loan application as per lender policies, from initial document collection to loan application preparation and verification through to settlement by the bank.

Key responsibilities of the profile will include:

Credit assessment - based on the financials shared by the borrower, the Credit Analyst will assist the mortgage broker to assess the product and lender that are more suitable for them. This needs a deep understanding of the credit policies of various banks and an understanding of credit-assessment calculations. He / She will assist our broker clients in research and developing loan strategies by comparing the policies suitable for a borrower s scenario, enter application data into loan processing software, data verification, document collation / verification, and client servicing.
Client communication - interact with clients or lenders via email, phone calls, texts, etc to take inputs regarding their financial data, corresponding documents, and make suggestions regarding products and policies.
Compliance and audit - ensure that all compliance norms are adhered to while processing the case.

Qualifications and experience needed:

Post Graduation in Commerce / Finance / CA
Good command of both oral and written English language.
Accuracy and strong attention to detail,
Critical thinking and problem-solving skills.
Excellent time management skills

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