Back Office Executive
Handle loan application processing and maintain client records. Collect, verify, and organize KYC documents, bank statements, ITRs, financial statements, and other loan-related documents. Coordinate with banks, NBFCs, clients, and sales executives for loan processing and disbursement. Follow up on pending documents, login status, sanctions, and disbursement updates. Prepare and maintain daily MIS reports, loan trackers, and case status reports. Update client details, application status, and documentation records in Excel and company systems. Assist in preparing loan files, checklists, and other banking-related documentation. Maintain proper filing of physical and digital records while ensuring data confidentiality. Support the team with administrative tasks, emails, and other back-office operations.
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