Executive

Credit Saison India; Mumbai, Nashik District; On-site; INR 279,000 - 502,000; Part time

Job summary

Credit Saison India is seeking a diligent Loan Operations Executive to support our lending lifecycle from our corporate office. You will verify documents, log applicant details, and ensure timely disbursements while maintaining strict turnaround times.

The role requires a bachelor’s degree and about 3 years of back-office experience, preferably in banking or NBFC sectors. Excellent Excel skills and a proactive, process-driven mindset are essential for success.

Qualifications

• Bachelor's degree in any discipline.
• 3 years of back-office operations experience.
• Bank/NBFC experience preferred.
• Strong MS Excel skills and data-entry accuracy.

Responsibilities

• Document and data entry for loan applications.
• System data entry and digital filing of documents.
• Coordinate with sales to resolve incomplete files.
• Verify disbursement documents and ensure conditions are met.
• Post-disbursement clearance and dispatch of files.

Skills

MS Office

Data entry

Time management

Quick learner

Education

Bachelor's degree in any discipline

Tools

MS Office (Excel)

Job description

Job Title: Loan Operations Executive

Employment Type: Off-Roll / Contractual

Department: Loan Onboarding

Location: Bangalore

Job Overview

We are seeking a hard-working and process-driven Loan Operations Executive to support our lending lifecycle. Working from our corporate office, you will be the engine behind the scenes ensuring that loan applications are processed smoothly, documents are thoroughly checked, and disbursements are executed within the required Turnaround Time (TAT).

Key Responsibilities

• Document

Collection & Verification: Checking customer loan applications, KYC documents, and financial proofs (salary slips, bank statements, ITRs) as per policy guidelines.

• System Data Entry: Accurately log applicant details into the system and manage the digital filing of loan documents.
• Query Resolution: Coordinate with sales team to resolve incomplete files and collect missing documentation from sales team.
• Disbursement Execution: Verify the disbursement documents, ensure all legal and sanction conditions are met prior to disbursement. Post clearance, case to be moved to disbursement authority.
• Post-Disbursement Management: Clearance of OTC/PDD and Dispatch of disbursed file post booking.

Qualifications & Required Skills

• Education:

A bachelors degree in any discipline. (Commerce preferred)

• Experience:

03 years of experience in back-office operations, data entry, or administrative roles. Previous experience in a bank or NBFC is preferred.

• Technical Proficiency: Strong working knowledge of MS Office (particularly Excel).

• Soft Skills: Quick learner, Time management.