About the role
- Login cases to lender portals and keep platform updated with case status
- Maintain and update daily MIS, lender trackers, deal trackers and portfolio data with high accuracy.
- Support the team in lender coordination and follow-ups for ongoing debt transactions.
- Coordinate with internal teams to ensure timely sharing of financials, documents, credit information and other lender requirements.
- Track deal movement across different stages and proactively flag pending actions, delays and bottlenecks.
- Assist in preparing lender-wise reports, summaries and dashboards.
- Ensure all lender communication, documents and data points are properly recorded and organized.
- Support the team in post-sanction / disbursement activities, including documentation and follow-ups.
- Identify gaps in existing processes and help build standardized and efficient operating processes.
- Handle multiple transactions simultaneously while maintaining strong attention to detail.