Loan Operations Executive

Altraize; Mumbai; On-site; INR 350,000 - 520,000; Full time

Job summary

Altraize is seeking a detail-oriented Loan Operations Executive in Mumbai to manage loan documentation, verify customer documents, and coordinate with customers for timely processing. You will maintain accurate records, follow up on pending documents, and ensure proper documentation throughout the loan cycle.

The role requires 1–2 years of relevant experience, strong communication skills, and proficiency in Excel and Office tools.

Qualifications

• Graduate in Finance, Business Administration, Commerce, or related field.
• 1–2 years in loan operations, loan processing, banking operations, or loan documentation.
• Experience collecting, verifying, and maintaining loan documents.
• Proficiency in MS Excel, MS Office, and data entry.
• Strong verbal and written communication skills.

Responsibilities

• Collect and verify customer documents required for loan processing.
• Follow up with customers for pending documents and missing information.
• Review documents for accuracy, completeness, and consistency.
• Coordinate with customers and internal teams to resolve documentation issues.
• Maintain accurate customer records and update loan details in the system.
• Track the status of loan applications and ensure timely document submission.
• Assist with income verification and review of financial documents as required.
• Handle customer queries related to loan documentation and processing.
• Maintain confidentiality of customer information and financial records.
• Prepare regular updates and reports on document collection and pending cases.

Skills

Communication skills

Attention to detail

Organizational skills

Follow-up abilities

Confidentiality

Education

Graduate in Finance/Business Admin/Commerce

Tools

MS Excel

MS Office

Data entry

Job description

Job Summary

We are looking for a detail-oriented and organized Loan Operations Executive to manage loan documentation, collect and verify customer documents, and coordinate with customers to ensure timely completion of loan processing requirements. The role supports smooth loan operations by maintaining accurate records, following up on pending documents, and ensuring proper documentation.

Responsibilities

• Collect and verify customer documents required for loan processing.
• Follow up with customers for pending documents and missing information.
• Review documents for accuracy, completeness, and consistency.
• Coordinate with customers and internal teams to resolve documentation issues.
• Maintain accurate customer records and update loan details in the system.
• Track the status of loan applications and ensure timely document submission.
• Assist with income verification and review of financial documents as required.
• Handle customer queries related to loan documentation and processing.
• Maintain confidentiality of customer information and financial records.
• Prepare regular updates and reports on document collection and pending cases.

Qualifications

• Graduate in Finance, Business Administration, Commerce, or a related field preferred.
• Minimum 1–2 years of relevant experience in loan operations, loan processing, banking operations, or loan documentation.
• Experience in collecting, verifying, and maintaining loan-related documents.
• Good verbal and written communication skills.
• Basic knowledge of loan documentation, financial records, and customer verification.
• Proficiency in MS Excel, MS Office, and data entry.
• Strong attention to detail, organizational skills, and follow-up abilities.
• Ability to handle confidential customer information responsibly.