Back Office Executive

Baroda Global Shared Service; Dhamtari District; On-site; INR 300,000 - 450,000; Full time

Job summary

Baroda Global Shared Service in India is seeking a detail-oriented loan processing professional to review applications and supporting documents.

You will verify customer information, KYC, income, employment, bank statements, and other documents, coordinate with sales, credit, underwriting, legal and operations, and enter accurate data while tracking timelines.

The role demands strong communication, meticulous documentation, and adherence to company policies and regulatory guidelines.

Qualifications

• Proficient in loan processing and basic credit checks.
• Excellent documentation skills and attention to detail.
• Effective communication and follow-up abilities.
• Understanding of KYC and financial documentation.

Responsibilities

• Receive and review loan applications and supporting documents.
• Verify customer information, KYC, income, employment, bank statements, and other documents.
• Coordinate with sales, credit, underwriting, legal, and operations teams.
• Enter and maintain accurate loan/application data in the system.
• Follow up on pending documents and resolve discrepancies.
• Ensure applications meet company policies, regulatory requirements, and process guidelines.
• Coordinate loan sanction, documentation, and disbursement activities.
• Track applications and ensure timely processing within defined TATs.
• Maintain proper records and documentation for audit purposes.
• Handle customer queries related to loan processing and application status.
• Identify missing or inconsistent information and escalation issues appropriately.
• Support post-disbursement documentation and reconciliation activities.

Skills

Loan processing knowledge

Attention to detail & documentation

Communication & follow-up skills

KYC knowledge & financial docs

Job description

Key Responsibilities

• Receive and review loan applications and supporting documents.
• Verify customer information, KYC, income, employment, bank statements, and other required documents.
• Coordinate with sales, credit, underwriting, legal, and operations teams.
• Enter and maintain accurate loan/application data in the system.
• Follow up on pending documents and resolve discrepancies.
• Ensure applications meet company policies, regulatory requirements, and process guidelines.
• Coordinate loan sanction, documentation, and disbursement activities.
• Track applications and ensure timely processing within defined TATs.
• Maintain proper records and documentation for audit purposes.
• Handle customer queries related to loan processing and application status.
• Identify missing or inconsistent information and escalation issues appropriately.
• Support post-disbursement documentation and reconciliation activities.

Required Skills

• Good knowledge of loan processing and basic credit procedures.
• Strong attention to detail and documentation skills.
• Good communication and follow-up skills.
• Basic knowledge of KYC and financial documents.