Operations Executive

Handle loan cases from document collection to lender submission and status tracking.

Verify KYC, financial and other loan-related documents for completeness and accuracy.

Review documents against the required checklist and identify missing, incorrect or inconsistent information.

Coordinate with borrowers, internal teams and lenders for pending documents, clarifications and case updates.

Prepare and submit complete loan files to banks and NBFCs.

Follow up with lenders regularly and maintain updated case status.

Update and maintain accurate case information in the CRM.

Track cases throughout the loan processing lifecycle and ensure timely follow-ups.

Prepare and maintain MIS reports related to cases and operational activities.

Perform accurate data entry and maintain proper records of documents and case-related information.

Identify documentation or process-related discrepancies and escalate them to the reporting manager.

Ensure all cases are processed as per defined processes, checklists and documentation requirements.

Coordinate with the Operations Manager for smooth and timely case processing.

Maintain confidentiality while handling customer and financial documents.