Loan Officer
A. Sales & Business Development · Source customers for New Car loans & Pre Owned Car Loans. · Build and maintain strong relations with dealers, DSA, Brokers, and local influencers. · Achieve monthly sales targets for loan disbursement. · Conduct field visits to identify new business opportunities. B. Customer Handling · Understand customer needs and recommend suitable loan products. · Explain loan terms, interest rates, EMI plans, and documentation requirements. · Assist customers in application filling and ensure end-to-end support. C. Documentation & Verification · Collect and verify customer KYC, income proof, bank statements, and other required documents. · Ensure accuracy and compliance as per company policies. · Coordinate with credit and operations teams for file processing. D. Loan Processing · Submit cases for credit approval and follow up until disbursal. · Update tracking sheets or CRM systems with real-time loan status. · Resolve discrepancies and support verification officers during field investigations. E. Post-Disbursement Support · Ensure onboarding and welcome call completion. · Coordinate with customers for repayment-related queries
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