Customer Financing Coordinator - Banking

Renewx Infratech; Ahmedabad District; On-site; INR 250,000 - 350,000; Full time

Job summary

Renewx Infratech in India seeks a capable Loan Coordination Specialist to guide customers through loan formalities, gather and verify documents, and liaise with banks for timely processing. You will track applications through verification, approval, sanction, and disbursement, while coordinating with Sales, Finance, and Operations.

Freshers welcome; initiative, organization, and attention to detail are essential for closing cases efficiently.

Qualifications

• Bachelor's degree in Finance, Commerce, BBA, or related field.
• Freshers or up to 1 year of experience in banking, finance, NBFC, loan processing, or customer coordination.
• Basic knowledge of loans, KYC, financial documentation, banking processes.
• Strong customer handling, follow-up, and coordination skills.
• Proactive, organized, detail-oriented, and timely closure of cases.

Responsibilities

• Guide customers through loan formalities, documentation, and financing requirements.
• Collect, verify, and submit KYC and loan documents.
• Coordinate with banks and NBFCs for applications, queries, verification, and status updates.
• Track loan applications through verification, approval, sanction, and disbursement.
• Identify documentation gaps and coordinate with customers and banks for timely closure.
• Coordinate with Sales, Finance, and Operations teams for smooth financing processes.
• Maintain loan trackers and provide updates on application status and pending cases.

Skills

Customer handling

Follow-up

Coordination

Communication

Education

Bachelor's degree in Finance/Commerce/BBA

Tools

MS Excel

Job description

Key Responsibilities

• Customer Coordination: Guide customers through loan formalities, documentation, and financing requirements.
• Loan Documentation: Collect, verify, and submit KYC and required loan documents.
• Bank/NBFC Liaison: Coordinate with banks and NBFCs for applications, queries, verification, and status updates.
• Application Tracking: Follow up on loan applications through verification, approval, sanction, and disbursement.
• Issue Resolution: Identify documentation gaps and coordinate with customers and banks for timely closure.
• Internal Coordination: Work with Sales, Finance, and Operations teams to ensure smooth financing processes.
• MIS & Reporting: Maintain loan trackers and provide regular updates on application status and pending cases.

Qualifications & Competencies

• Credential: Bachelors degree in Finance, Commerce, BBA, or a related field.
• Industry Exposure: Freshers or candidates with up to 1 year of experience in banking, finance, NBFC, loan processing, or customer coordination.
• Skills: Basic knowledge of loans, KYC, financial documentation, MS Excel, and banking processes.
• Communication: Strong customer handling, follow-up, and coordination skills.
• Mindset: Proactive, organized, detail-oriented, and responsible for timely closure of cases.

Why Join Us?

• Opportunity to work in the fast-growing renewable energy sector.
• Exposure to banking, customer finance, and business operations.
• Multi-domain learning and strong career growth opportunities.
• Collaborative and learning-driven work environment.

Industry

• Services for Renewable Energy

Employment Type

Full-time