About the role
Experience : 1 to 2 Years of experience in Loan Operations, Banking Operations, or MSME Lending.
Reporting To : Manager - Operations
Role Purpose : To support and execute operational activities related to loan processing, documentation, disbursement, post-disbursement tracking, compliance, and customer servicing while ensuring accuracy and adherence to process guidelines.
Key Responsibilities
Pre-Disbursement Support
- Prepare and update CAM-related data and documentation.
- Verify customer documents like KYCs, customer income documents before credit processing.
- Coordinate with Credit, Sales, Legal, and Technical teams.
Disbursement Activities
- Verification of disbursal documents as per prescribed checklist and follow up for NDC resolutions.
- Ensure completion of disbursement documentation and checklists.
- Support smooth and timely loan disbursements.
Post-Disbursement Activities
- Execute payment maker activities as per process guidelines.
- Coordinate cheque printing and maintain cheque handover records.
- Update realization status in operational systems.
Documentation & MIS
- Track OTC and PDD documents and follow up with stakeholders.
- Maintain BT document tracker and publish periodic MIS.
- Ensure proper filing and record management.
Original Document Management
- Maintain storage, retrieval, and reconciliation records for original documents.
- Coordinate with custodians and branches for document movement.
Compliance & Audit Support
- Support audit requirements and provide documentation as required.
- Ensure adherence to operational policies and procedures.
Vendor Coordination
- Support DSA vendor onboarding and empanelment activities.
- Maintain vendor records and compliance documentation.
Required Skills & Competencies
- Good communication and coordination skills.
- Strong attention to detail and documentation management.
- Ability to manage multiple tasks and timelines.
- Working knowledge of MS Excel and MIS reporting.
Educational Qualification
- Graduate in Commerce, Management, Banking, Finance, or related discipline.
- Relevant banking/finance certifications will be an added advantage.
Preferred Industry Background
- NBFCs
- Housing Finance Companies
- Banks
- MSME Lending Organizations
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