Operations Executive Location: Parel, Mumbai Work from Office (Mon-Sat) As an Operations Executive in the Credit team, you will play a key support role in the loan disbursal process. You will be responsible for reviewing customer documents, ensuring KYC compliance and preparing loan files, for underwriting. You will also coordinate the loan agreement process with customers and our lending partner. Key Responsibilities ▪ Review incoming loan applications to ensure all required documents are submitted. ▪ Validate completeness and clarity of KYC documents. ▪ Conduct initial KYC verification and identify missing, expired or non-compliant documents and follow up with internal teams for corrections. ▪ Organize all verified documents and push applications to the underwriting team with supporting summaries. ▪ Coordinate with the lending partner to generate loan agreement post approval. ▪ Update internal CRMs, dashboards, and loan application trackers with status, timelines and observations. ▪ Flag stuck cases or bottlenecks proactively to relevant teams. ▪ Ensure all processes are audit ready and compliant with internal SOPs and regulatory guidelines. Qualifications/ Requirements ▪ Bachelor’s degree in Finance, Commerce, or a related field. ▪ 2-3 years of experience in credit operations, loan processing or backend documentation handling (fintech, NBFC, or banking background preferred). ▪ Strong analytical and documentation skills. ▪ Knowledge of KYC norms, RBI guidelines and basic financial documentation. ▪ Proficiency in CRMs and basic documentation tools. ▪ Proficiency in MS Excel ▪ Good communication and presentation skills. Show more Show less

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