About the role

Handle end-to-end loan file processing and documentation.

Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.

Verify customer documents before submission to lending partners.

Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.

Maintain accurate records in CRM, MIS, and Google Sheets.

Track loan applications from login to sanction and disbursement.

Prepare daily operational reports and maintain business records.

Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.

Assist management in operational planning and process improvement.

Ensure timely resolution of operational queries and support the team in achieving business targets.

Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.

Requirements

Graduate in any discipline.
0–3 years of experience in banking, NBFC, finance, operations, or customer support.
Proficiency in MS Excel, Google Sheets, and CRM software.
Good communication, coordination, and follow-up skills.

Benefits

Operations Associate