Loan Operations Jobs

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.

Job Overview: We are looking for a detail-oriented Loan Operations Executive / Associate with 6 months to 1 year of experience in banking or an NBFC. In this role, you will manage initial loan file intake, conduct KYC and document verifications, compute basic financial eligibility, and coordinate with bankers and field investigation to ensure swift turnaround times for disbursement.Key Responsibilities:Application Screening & Intake: Scrutinize incoming loan files (Personal, Home, Auto, or Business loans) to verify document completeness, mandate forms, and applicant signatures.KYC & Document Verification: Verify identity, address, and legal property/business documents strictly against RBI/regulatory guidelines and internal bank compliance policies.Income & Credit Assessment: Conduct preliminary financial evaluations by reviewing 3-6 months of bank statements, payslips, and ITRs.Credit Bureau Screening: Pull and interpret credit bureau reports (CIBIL, Experian, Equifax) to identify adverse repayment trends, defaults, or high credit utilization.Third-Party Coordination: Initiate and monitor external Field Investigation (FI), Residence Verification (RVR), and legal/technical property valuation checks.Customer & Sales Team Liaison: Follow up with Bankers, DSAs (Direct Selling Agents), and applicants to resolve pending documentation queries and speed up file clearance.

WE'RE HIRING TELE-COLLECTION OFFICER (TCO) / SENIOR TCO Locations: Hyderabad Employment Type: Full-Time Relevant Experience: Tele-Collections / Tele-Sales / Customer Service DRA Certification: Mandatory Key Responsibilities- Handle delinquent and pre-delinquent customer accounts through outbound calls.- Follow up on overdue payments and obtain Promise-to-Pay (PTP) commitments.- Understand customer concerns and provide appropriate assistance.- Maintain accurate customer information and call records in the CRM.- Achieve assigned collection, productivity, and quality targets.- Follow company processes, compliance guidelines, and call quality standards. Key Skills Tele-Collections & Debt Recovery DRA (Debt Recovery Agent) Certification Loan & Credit Card Collections Recovery Operations Tele-Sales & Customer Service Communication, Negotiation & Convincing Skills Interested candidates can share their updated CV: Email: Prathyusha.vandrangi@enfycon.com Contact: 7671061986 Please share this opportunity with candidates who may be interested!#Hiring #TCO #SeniorTCO #TeleCollections #DebtRecovery #DRA #CollectionsJobs #MumbaiJobs #ChennaiJobs #HyderabadJobs #Recruitment

As a Field Officer in Moradabad, you will play a vital role in supporting operations in the field. This full-time position is open to male candidates with education up to the 12th grade, and it welcomes individuals with varying levels of experience, from recent graduates to those with up to five years in the workforce.Key Responsibilities:- Field Operations Support: Assist in executing activities and tasks in the field to ensure project goals are met effectively.- Data Collection: Gather essential data and information in various locations, which is crucial for analyzing project progress and needs.- Reporting: Prepare and submit detailed reports on field activities and findings to aid decision-making and strategic planning.- Community Engagement: Interact with community members and stakeholders to foster relationships and gather feedback relevant to project initiatives.- Compliance Monitoring: Ensure that all activities adhere to guidelines and standards, contributing to the organizations integrity and effectiveness.Required Skills and Expectations:Candidates should possess strong communication skills, both verbal and written, to facilitate effective interaction with team members and the community. Basic analytical skills are important for data collection and reporting duties. A proactive attitude and a willingness to learn will help you thrive in this role. Additionally, you should be comfortable working in diverse environments and be able to adapt to different situations as they arise. A team-oriented mindset is essential for collaborating with colleagues and ensuring project success.

Job responsiblityMain TaskServe Gold Loan Prime customers by handling the end-to-end transactions, while ensuring the customer gets the most optimal service.Source new customers through BTL marketing and customer callingAreas of ResponsibilityEnsuring the customer gets the most optimal service and completing the end-to-end GLP transaction.1. Carry out GLP transaction while strictly adhering to process and policies.2. Maintain high level of customer satisfaction.3. Gold appraisalGenerating leads for GLPBy conducting marketing activities1. Call inactive and other prospective customers.2. Responsible for conversion of leads generatedKRAAdherence of timeliness (fulfilling the appointment within a specified time)Proper adherence to process and policies to facilitate smooth functioning of GLP (zero spurious)Quality of serviceNumber of leads generated through customer visit/calls and conversion %

We are seeking a dedicated Loan Executive to join our team in Ghaziabad. This entry-level position is ideal for individuals with 0-2 years of experience who are looking to grow their careers in the financial sector.Key Responsibilities:- Processing Loan Applications: You will review and process loan applications submitted by clients, ensuring all necessary documentation is complete and accurate.- Customer Support: Assist clients by answering their questions about loan products, terms, and application processes, providing outstanding service at all times.

As a Loan Executive, you will play an essential role in helping clients navigate the loan process. Your primary responsibility is to assist individuals and businesses in obtaining the appropriate loan products to meet their financial needs.Key Responsibilities:- Client Interaction: Engage with potential clients to understand their loan needs and provide information about various loan products available.- Loan Application Assistance: Guide clients in filling out loan applications correctly, ensuring all necessary documents are collected and submitted timely.- Financial Assessment: Assist in assessing clients' financial situations to recommend suitable loan amounts and terms.- Follow-Up Communication: Regularly follow up with clients to keep them informed about their loan application status and address any queries they may have.- Documentation Review: Review loan documentation for accuracy and completeness before submission to the credit department.- Collaboration with Teams: Work closely with sales and credit teams to ensure smooth processing of loan applications and resolve any issues that may arise.Required Skills and Expectations:- Candidates should have completed at least 12th grade. Freshers are encouraged to apply.- Strong communication skills are essential for effectively explaining loan products and interacting with clients.- Basic understanding of financial products and familiarity with loan processes is an advantage, but training will be provided.- Attention to detail is crucial for ensuring accurate and complete loan applications.- Ability to manage time efficiently and handle multiple client interactions simultaneously is important. This role requires dedication and a desire to help clients achieve their financial goals.

For Chhattisgarh multiple locationWe are hiring field recovery officer who can go to the multiple village location and negotiate with costumers (mostly women) do kycs, background verification and collect the loan with interest.Male and Female both can applyqualifications : 10th or aboveExperience: fresher and experienced both are welcomeRequirements : valid two wheeler driving license and a bike or Scooterperks: food provided, petrol allowance, incentives.no any hidden chargescall me directly 8319467885

We are looking for an experienced and result-oriented Operation Head to lead and manage Operations across Corporate Syndication, Retail Syndication, Insurance and Post Disbursement Servicing functions while ensuring efficiency, compliance, TAT and team productivity.

We are seeking a motivated KYC Field Executive to join our team in Chennai. This position is ideal for fresh graduates who want to start their career in finance and compliance. The KYC Field Executive will be responsible for verifying customer identities and ensuring compliance with regulatory requirements.Key Responsibilities:- Conduct Field Visits: Responsible for visiting clients in the designated area to collect necessary KYC documents and information, ensuring data accuracy and completeness.- Verify Customer Information: Gather and validate customer information through direct interactions, ensuring that all details comply with company and regulatory standards.- Maintain Records: Keep detailed and organized records of all customer interactions and documents collected during field visits to ensure traceability and compliance.- Report Findings: Prepare and submit reports on customer profiles and KYC documentation to the compliance team for further review, assisting in the overall assessment process.- Provide Customer Support: Answer any questions customers may have regarding the KYC process and assist them in understanding required documentation.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills to engage effectively with clients. Attention to detail is crucial, as accurate data collection is essential for compliance. Candidates should be well-organized and capable of managing time efficiently to meet field visit schedules. A basic understanding of KYC regulations and financial compliance is beneficial but not mandatory. A willingness to learn and adapt to new processes will also be important for success in this role.

As a Loan Executive, you will play a key role in assisting clients with their loan applications and guiding them through the borrowing process. This position is ideal for individuals who are eager to start their careers in finance and customer service.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs and explain different loan products available to them.- Loan Application Processing: Assist clients in filling out loan applications accurately and ensuring all necessary documents are collected for processing.- Credit Analysis: Evaluate clients credit histories and financial information to determine their eligibility for loans and suggest appropriate solutions.- Follow-Up Communication: Maintain regular contact with clients to provide updates on their application status and address any concerns they may have.- Record Keeping: Maintain organized records of client interactions and loan applications to ensure compliance with legal and regulatory requirements.Required Skills and Expectations:Candidates should have strong interpersonal skills to effectively communicate with clients. A basic understanding of financial products will be beneficial, but training will be provided. Attention to detail is crucial for processing applications accurately. Proficiency in using computers and basic software applications is necessary since this role involves managing electronic documentation. A positive attitude and a willingness to learn are essential, as you may encounter various challenges in assisting clients with their financial needs.

Job Role: Tele Collection Executive (Domestic Voice/Blended)Industry Type: BFSIShift Timings: 9:30am-6:30pm windowLocation: AmbatturCertification: DRA Certified (Mandatory)Experience: From 6 Months (Relevant experience in collections)Languages Required: Tamil / Telugu / Kannada / Malayalam / HindiJob Responsibilities: Make outbound collection calls to customers with overdue payments. Negotiate and persuade customers to make timely payments while maintaining professionalism. Follow compliance guidelines and adhere to RBI/DRA regulations. Maintain accurate records of interactions and payment commitments. Work towards achieving collection targets. Handle customer queries related to outstanding dues and provide appropriate solutions. Collaborate with the team to improve collection strategies.Key Requirements: Prior experience in a collection process is mandatory. DRA certification is required. Strong negotiation and persuasion skills. Ability to handle difficult conversations tactfully.

Key ResponsibilitiesManage backend operations for mortgage processing.Ensure accuracy and compliance in documentation and data entry.Coordinate with internal teams to streamline mortgage workflows.Maintain records and update systems with relevant mortgage details.Support process improvement initiatives to enhance efficiency. Desired Candidate ProfileExperience: At least 1 year in BFSI (Banking, Financial Services, Insurance).Skills: Excellent English communication skills (written and verbal).Strong attention to detail and ability to work in a fast-paced environment.Proficiency in MS Office; familiarity with mortgage processes preferred. BenefitsCompetitive salary package of 3.1 LPA.Opportunity to grow within the BFSI domain.Exposure to mortgage process operations and backend management

Urgent need for Telecaller.

Job descriptionImmediate JoinerBank Process - documentationCandidate with 1-2 years of experience in handling loan documentation, data processing, and file management within the banking, lending, or operations sector. Experience in verifying documents and managing financial data .

We are seeking a skilled Telecaller to join our team in Ahmedabad. This role requires a proactive individual who can effectively communicate with clients and contribute to our sales efforts. The position is full-time and requires working from the office.Key Responsibilities:- Make Outbound Calls: Reach out to potential customers and existing clients to promote our products/services, ensuring clear communication of key features and benefits.- Manage Inbound Calls: Answer incoming calls from clients, address their queries, and provide information about our offerings to enhance customer satisfaction.- Maintain Records: Update and maintain call logs and customer information in the database, ensuring accurate tracking of communication and follow-up actions.- Follow Up: Conduct timely follow-up calls to nurture leads and ensure that no opportunities are missed, maintaining strong relationships with prospects.- Achieve Targets: Work towards achieving individual and team sales targets, contributing to the overall success of the sales team.Required Skills and Expectations:- Candidates should have at least 1-3 years of experience in telecalling or a related field, demonstrating ability and expertise.- Strong verbal communication skills are essential, along with a friendly and persuasive tone to engage customers effectively.- Should possess basic computer skills to manage databases and use communication tools efficiently.- The ideal candidate must be a high school graduate, preferably female, with a confident personality and a positive attitude towards learning and development.- Ability to work in a team environment, adapt to changing situations, and stay organized amidst various tasks is crucial for success in this role.

WE'RE HIRING TELE-COLLECTION OFFICER (TCO) / SENIOR TCO Locations: Hyderabad Employment Type: Full-Time Relevant Experience: Tele-Collections / Tele-Sales / Customer Service DRA Certification: Mandatory Key Responsibilities- Handle delinquent and pre-delinquent customer accounts through outbound calls.- Follow up on overdue payments and obtain Promise-to-Pay (PTP) commitments.- Understand customer concerns and provide appropriate assistance.- Maintain accurate customer information and call records in the CRM.- Achieve assigned collection, productivity, and quality targets.- Follow company processes, compliance guidelines, and call quality standards. Key Skills Tele-Collections & Debt Recovery DRA (Debt Recovery Agent) Certification Loan & Credit Card Collections Recovery Operations Tele-Sales & Customer Service Communication, Negotiation & Convincing Skills Interested candidates can share their updated CV: Email: Prathyusha.vandrangi@enfycon.com Contact: 7671061986 Please share this opportunity with candidates who may be interested!#Hiring #TCO #SeniorTCO #TeleCollections #DebtRecovery #DRA #CollectionsJobs #MumbaiJobs #ChennaiJobs #HyderabadJobs #Recruitment

As a Loan Executive, you will play a vital role in assisting clients through the loan application process. This position is suitable for candidates with 0-5 years of experience, requiring at least a 12th-grade education. You will be expected to work from home in the Delhi NCR region. Key Responsibilities:- Client Assistance: Help clients understand different loan products and guide them in completing their applications. You will ensure that clients have all necessary documents ready and know the next steps.- Document Verification: Review loan applications and supporting documents for accuracy and completeness. This involves checking personal information, income details, and identification documents.- Communication: Maintain regular contact with clients via phone or email to provide updates on their application status. Clear communication will help manage client expectations and build trust.- Collaboration with Banks: Work closely with financial institutions to facilitate loan approval processes. This means understanding the requirements of different banks and ensuring client applications meet these criteria.- Sales Support: Promote loan products and services to potential clients. You will need to explain the benefits of various loans to encourage interest and ultimately secure business.To excel in this position, you should have excellent communication skills and a pleasant demeanor. Strong organizational skills are necessary to manage multiple applications simultaneously. A basic understanding of financial products will be beneficial. Being detail-oriented will help you in ensuring all information is accurate and properly documented.