Senior Loan Executive

Key Responsibilities

Team Leadership

: Lead and mentor a team of loan executives. Monitor team performance and provide guidance for improvement. Establish processing standards and best practices.

Customer Service

: Oversee customer allocation. Ensure optimal distribution of cases among team members. Monitor customer service quality and response times. Review complex or high-priority customer cases.

Bank Relations

: Develop and maintain relationships with key banking partners. Negotiate preferential rates and terms for customers. Establish new banking partnerships.

Process Management

: Monitor and optimize loan processing workflows. Ensure compliance with 24-hour allocation timeline. Oversee KYC verification process completion within 48 hours.

Documentation Compliance

: Ensure adherence to documentation standards. Review complex loan cases and documentation. Maintain compliance with regulatory requirements.

Performance Monitoring

: Prepare monthly performance reports. Analyze loan conversion rates and processing times. Track and report team productivity metrics.

Escalation Management

: Handle escalated customer concerns. Resolve complex loan processing issues. Coordinate with banks for expedited processing.

Required Qualifications

Bachelors degree in Finance, Banking, or related field. 3+ years of experience in real estate loan processing. 1+ years in team leadership role. Strong understanding of real estate financing. Experience with major banking institutions.

Essential Skills

Excellence in team management and leadership. Strong knowledge of banking and loan products. Superior negotiation and relationship management abilities. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Attention to detail and process orientation. Ability to work under pressure and meet deadlines.

Technical Knowledge

Loan processing software and systems. Banking portals and interfaces. MS Office Suite (especially Excel). CRM systems. Documentation management systems.