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Evarastaffing
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Relationship officer - Home loan

Relationship officer - Home loan

Evarastaffing

2 - 3 years

3 Lacs

Haridwar Uttarakhand India

Posted:4 days ago| Platform:

Apply

Skills Required

portfolio underwriting compliance crm regulations lending certifications sourcing assessment software verification management

Work Mode

On-site

Job Type

Full Time

Job Description

About The Opportunity

A leading player in the Financial Services sector, specializing in Mortgage and Home Loan financing for salaried professionals and self-employed individuals. We offer a dynamic, on-site environment where you will play a critical role in expanding our retail home loan portfolio by forging strong client relationships and ensuring a seamless end-to-end customer experience.Role & Responsibilities

Act as the primary point of contact for prospective and existing home loan customers, guiding them through product selection, application, and disbursal.
Proactively source and qualify mortgage leads via tele-calling, walk-ins, referrals, and strategic partnerships with real estate agents and builders.
Perform comprehensive credit assessments, verify documents, and collaborate with underwriting teams to structure loan proposals that meet both compliance and client needs.
Maintain and update customer records in the CRM system, track application status, and ensure timely follow-up at each stage of the loan lifecycle.
Achieve monthly and quarterly home loan disbursal targets while maintaining high standards of customer satisfaction and adherence to internal SLAs.
Stay current on industry regulations, lending guidelines, and competitive product offerings to provide clients with accurate information and tailored solutions.
EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS

Qualification: Graduate in any discipline

Relevant Job Experience

2-3 years of relevant experience in BFSI domain.Skills: loan,mortgage lead sourcing,loan proposal structuring,home loan,credit assessment,crm software,crm,document verification,bfsi,customer relationship management

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Relationship officer - Home loan