Customer Service/Back office executive(Only from Loan/Mortgage/Banking/BFSI Domain)

AKM Global; Gurugram District; On-site; INR 300,000 - 500,000; Full time

Job summary

A leading financial services company in Gurugram is hiring experienced professionals for Customer Service and Back Office Executive positions in the Loan and Mortgage domain. Candidates should have at least 2 years of experience in Banking or BFSI, along with strong communication and Excel skills. This full-time role requires handling customer inquiries, processing loan applications, and maintaining documentation.

Qualifications

• Minimum 2 years of experience in Loan, Mortgage, Banking, or BFSI.
• Strong communication skills (written and verbal).
• Ability to work in a fast-paced, target-driven environment.

Responsibilities

• Handle customer inquiries via phone and email related to loan and mortgage products.
• Process loan applications and perform high-volume data entry.

Skills

Customer service skills

Communication skills

Proficiency in MS Office

Excel proficiency

Job description

Customer Service/Back office executive (Loan/Mortgage/Banking/BFSI Domain)

We are looking for experienced professionals to join our growing team in Gurgaon Sector 67. If you have a background in Loan, Mortgage, Banking, or BFSI, we are hiring for the following two roles:

Location: Gurgaon – Sector 67 (On-site)

Experience Required: 2+ years

Industry: Banking / Financial Services / Loan / Mortgage / BFSI

Job Description:

1. Customer Service Associate – Loan/Mortgage/BFSI

Key Responsibilities:

• Handle customer inquiries via phone and email related to loan and mortgage products.
• Resolve queries in a timely and professional manner, ensuring high levels of customer satisfaction.
• Accurately document all customer interactions and maintain updated records in CRM systems.
• Coordinate with internal departments such as underwriting, collections, and operations to ensure issue resolution.
• Educate customers about loan terms, EMI schedules, documentation requirements, and other process-related updates.
• Maintain SLA targets for responsiveness and quality.
• Identify process improvement opportunities and provide feedback to improve customer experience.

2. Back Office Executive – Loan/Mortgage/BFSI

Key Responsibilities:

• Process loan applications, validate supporting documents, and perform high-volume data entry with accuracy.
• Ensure all documentation complies with company policies and regulatory standards.
• Coordinate with customer service, risk, and compliance teams to streamline backend operations.
• Maintain digital and physical records, ensuring confidentiality and data integrity.
• Generate periodic reports, dashboards, and trackers for internal stakeholders.
• Perform quality checks and audits on loan files to minimize processing errors.
• High proficiency in Excel is required – including formulas, VLOOKUP, pivot tables, and data validation.
• Contribute to operational efficiency by improving backend workflows and turnaround times.

Requirements for Both Roles:

• Minimum 2 years of experience in Loan, Mortgage, Banking, or BFSI sector.
• Strong communication skills (written and verbal).
• Proficiency in MS Office, especially Excel.
• Ability to work in a fast-paced, target-driven environment.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service

Industries

• Banking and Loan Brokers