Field Loan Executive - Indore(MP)

Keka Inc.; Indore District; On-site; INR 250,000 - 420,000; Full time

Job summary

Keka Inc. is seeking a Field Loan Executive to coordinate loan applications and documentation with customers and bank branches. The role acts as a bridge between the customer, sales team, and financial institutions to ensure timely processing.

The candidate will gather and verify documents, submit applications, and follow up on status, sanctions, and disbursement while maintaining records and communicating updates to the team. Travel to customer sites is expected.

Qualifications

• Good communication and interpersonal skills.
• Strong follow-up and coordination skills.
• Ability to communicate with customers and bank officials.
• Basic understanding of bank loans and processing.
• Proficient in MS Excel/Sheets.
• Willingness to travel for visits.

Responsibilities

• Coordinate with customers for loan applications and documentation.
• Coordinate with bank branches and officials for loan processing.
• Explain loan process and required documents to customers.
• Collect and verify documents for loan applications.
• Submit applications to banks and monitor status with updates to the team.
• Follow up on sanctions and disbursements with bank officials.
• Schedule customer visits and field verifications as needed.
• Maintain records of applications, pending documents, and disbursements.

Skills

Communication

Coordination

Travel readiness

Independent work

Problem solving

Education

Graduation (any discipline)

Tools

MS Excel / Google Sheets

Job description

We are looking for a Field Loan Executive who will be responsible for coordinating with customers and respective bank branches for the smooth and timely processing of loan applications. The candidate will act as a bridge between the customer, sales team, and bank/financial institution, ensuring that all required documents, verifications, and loan formalities are completed within the required timeline.

Key Responsibilities

• Coordinate with customers for loan application and documentation.
• Coordinate with respective bank branches and bank officials for loan processing.
• Explain the loan process, required documents, and basic loan formalities to customers.
• Collect and verify customer documents required for loan applications.
• Submit loan applications and documents to the concerned bank/financial institution.
• Follow up with bank officials regarding application status, document verification, sanction, and disbursement.
• Coordinate with customers for resolving any documentation or verification-related issues raised by the bank.
• Schedule and coordinate customer visits, field verification, and bank-related formalities where required.
• Maintain proper records of all loan applications, pending documents, approvals, rejections, and disbursements.
• Regularly update the sales/team members regarding the status of customer loan applications.
• Ensure timely closure of pending requirements from both customers and banks.
• Build and maintain good working relationships with bank branch managers, loan officers, and other banking personnel.
• Visit customer locations and bank branches as required for loan-related activities.

Required Skills

• Good communication and interpersonal skills.
• Strong follow-up and coordination skills.
• Ability to communicate effectively with both customers and bank officials.
• Basic understanding of bank loans, documentation, and loan processing.
• Good knowledge of MS Excel / Google Sheets.
• Ability to manage multiple customer applications simultaneously.
• Good negotiation and problem-solving skills.
• Willingness to travel for customer and bank visits.
• Ability to work independently and meet timelines.
• Graduate in any discipline.
• 1–3 years of experience in loan processing, banking, NBFC, financial services, sales coordination, or customer relationship management will be preferred.
• Candidates with experience in home loans, solar loans, personal loans, business loans, or consumer finance will be preferred.
• A valid two-wheeler and driving licence will be preferred due to the field nature of the role.

Key Performance Indicators (KPIs)

• Number of loan applications processed.
• Application-to-sanction conversion.
• Loan processing turnaround time.
• Number of applications successfully disbursed.
• Timely submission of required documents.
• Pending application follow-up and closure.
• Customer satisfaction and issue resolution.