About the role
Key Responsibilities1. Post-Disbursement Documentation Management
- Validate and verify post-disbursement loan documents as per lender guidelines and compliance requirements.
- Ensure completeness and accuracy of all submitted documents.
- Track pending PDD cases and follow up with relevant stakeholders for closure within defined timelines.
- Maintain proper documentation records for audit and compliance purposes.
- Upload and manage documents on lender portals and internal systems.
- Monitor PDD status and ensure timely updates across platforms.
- Coordinate with lenders for discrepancy resolution and document clarifications.
- Ensure adherence to lender SLAs and operational timelines.
- Maintain daily MIS reports related to PDD status, pending cases, and closures.
- Prepare and share weekly/monthly reports with lenders and internal stakeholders.
- Update operational trackers and maintain accurate database records.
- Handle RC extraction and verification processes.
- Coordinate for NOC collection and loan closure documentation.
- Ensure smooth processing of foreclosure and closure-related activities.
- Resolve documentation gaps and operational discrepancies proactively.
- Work closely with sales, operations, lenders, and customers for documentation completion.
- Follow up regularly on pending cases to minimize delays.
- Support internal and external audit requirements by providing required documentation and reports.
Required Skills & Qualifications
- Bachelor’s degree in any discipline.
- 1–4 years of experience in loan operations, PDD, documentation, or backend financial operations.
- Experience handling lender portals and loan documentation processes.
- Good understanding of compliance and operational workflows in NBFC/BFSI environments.
- Strong MS Excel and MIS reporting skills.
- Excellent attention to detail and organizational abilities.
- Good communication and coordination skills.
- Experience in vehicle loans, EV loans, or retail lending operations.
- Knowledge of RC handling, NOC processing, and loan closure procedures.
- Familiarity with audit and compliance documentation standards.
- Attention to detail
- Ownership mindset
- Process-oriented approach
- Time management
- Stakeholder coordination
- Problem-solving ability
- Timely closure of pending PDD cases
- Accurate documentation and lender compliance
- Updated MIS and operational reports
- Error-free portal updates and document uploads
- Audit-ready documentation records