Credit Executive

Winwin Consulting

credit executive responsibilities include:

coordination with prospective borrowers for document completion and fetching data

coordination with bankers to solve there querries, get proposal sanctioned and disbursed

to prepare project reports , cma data, loan application forms and other forms regarding finance

job brief

we are looking for a credit executive to facilitate lending for our clients by acting as a bridge between customer and banker and processing relevant paperwork.

credit executive's responsibilities include collecting documents & data, preparing loan applications, cma & project report. to be successful in this role, you should have a good understanding of accounts,english,computer and tally. experience of finance preferred.

ultimately, you will help firms clients acquire loans in a timely manner, while ensuring customer and banker satisfaction.

responsibilities

contact clients to gather financial data and documentation

coordinate with bankers to solve querries

follow up bankers to get loan sanctioned & disbursed within the decided time frame

to prepare project reports , cma data, loan application forms and other forms regarding finance

maintain updated records of loan status on tally

to coordinate with advocates , engineers for getting the search and valuation prepared

requirements

male graduate from commerce stream with good academics in 10+2

working knowledge of excel, word and tally

good communication & presentation skills

hands-on experience in finance and customer service preferred

• Experience

  1 - 7 Years

• No. of Openings

  1

• Education

  B.B.A, B.Com

• Role

  Credit Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office