Back Office Executive (Male)

A back office executive in a loan or finance company manages the administrative, documentation, and operational backend processes that support loan origination, verification, and disbursement.

Core Responsibilities in a Loan Company

• Loan Application Processing: Receive, review, and track new loan applications from initial submission through approval and final funds disbursement.

• Document Verification: Verify and organize customer KYC documents, income proofs, property papers, and financial application forms for authenticity.

• Data Entry & Management: Accurately enter and update client details, loan amounts, interest rates, and repayment schedules into the company's internal software or CRM systems.

• Credit & Committee Coordination: Prepare, check, and package loan files for review by the credit or underwriting committee.

• Cross-Departmental Liaison: Coordinate with sales, field agents, credit teams, and accounts to clear pending documents, resolve file queries, or speed up processing.

• Status Tracking & Follow-Ups: Maintain active trackers for approved, pending, rejected, and disbursed loan cases, following up with internal teams or applicants as needed.

• Reporting & MIS Preparation: Generate daily, weekly, and monthly Management Information System (MIS) reports, operational summaries, and Excel trackers for management.

• Record Keeping & Compliance: Maintain physical and digital archives of loan contracts while ensuring data security, privacy, and regulatory compliance.

Key Skills Required

• Technical Proficiency: Strong command of MS Office (particularly MS Excel for tracking sheets and data management).

• Attention to Detail: High accuracy in data entry and catching discrepancies in financial or legal paperwork.

• Organizational Skills: Ability to handle high volumes of paperwork and multitask under tight processing deadlines.

• Communication: Clear written and verbal skills to coordinate smoothly with sales and credit teams.

• Experience

  1 - 4 Years

• No. of Openings

  2

• Education

  Graduate

• Role

  Back Office Executive

• Industry Type

  Financial Sector

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  SF-6D & SF-2, SF-6C, Nr. Shayona Estate, Above Bank Of Baroda, Memco, Ahmedabad-