Sales Operations Executive- Bank

Ecozen; Agra District; On-site; INR 300,000 - 540,000; Full time

Job summary

Ecozen in India seeks a skilled Loan Processing Coordinator to manage end-to-end loan processing, KYC, documentation, and MIS reporting, coordinating with bank officials, dealers, and internal teams to ensure timely approvals and disbursements.

You will monitor TATs, track application status across LSQ and other platforms, escalate delays, and maintain accurate records and dashboards to support smooth loan movement.

Qualifications

• Experience in loan processing and disbursement workflows.
• Strong documentation and KYC management skills.
• Proficient in MIS reporting and Excel.

Responsibilities

• Coordinate with bank officials and branches to move loan files smoothly.
• Follow up on loan applications from submission to approval and final disbursement.
• Track pending files, identify bottlenecks, and drive timely resolutions with bank officials.
• Coordinate with dealers, salespersons, and internal teams for complete and accurate documentation.
• Ensure required documents are submitted at local and branch levels within defined TATs.
• Maintain records of submissions, acknowledgements, pending actions, approvals, and disbursements.
• Regular field visits to understand loan-processing challenges and resolve issues.
• Support customer KYC, loan documentation, and financing-related formalities through dealers.
• Share updated bank documentation requirements, fee structures, processes, and TATs.
• Escalate delays to District Head / Sales Head.
• Track loan application status across LSQ and other platforms.
• Maintain MIS dashboards for loan processing, approval, and disbursement.
• Monitor customer TAT and highlight deviations.
• Provide regular updates on pending cases, bottlenecks, and corrective actions.
• Coordinate with Sales, Accounts, Installation to ensure smooth movement of orders.
• Ensure updates captured in LSQ/other platforms.
• Support resolution of operational issues impacting loan approval or disbursement.

Skills

Loan Processing & Disbursement

Documentation & KYC Management

MIS Reporting & MS Excel

Field Coordination & Stakeholder Mgmt

Job description

• Coordinateregularly with bank officials and branches for smooth movement of customerloan files.
• Followup on loan applications from submission to approval and finaldisbursement.
• Trackpending files, identify bottlenecks, and drive timely resolution with bankofficials.
• Coordinatewith dealers, salespersons, and internal teams to ensure complete andaccurate documentation.
• Ensurerequired documents are submitted at local and branch levels within definedTATs.
• Maintainrecords of file submissions, acknowledgements, pending actions, approvals,and disbursements.

2. Field & Customer Coordination

• Conductregular field visits with dealers/salespersons to understandloan-processing challenges and resolve operational issues.
• Supportcustomer KYC, loan documentation, and other financing-related formalitiesthrough dealers/salespersons.
• Shareupdated bank documentation requirements, fee structures, processes, andTATs with relevant teams.
• Escalatecritical delays and unresolved cases to the District Head / Sales Head.

3. Reporting & Process Tracking

• Trackloan application status and ensure timely updates across LSQ/otherplatforms.
• Maintainaccurate MIS and dashboards for loan processing, approval, anddisbursement.
• Monitorcustomer TAT across financing milestones and highlight deviations.
• Provideregular updates on pending cases, bottlenecks, and corrective actions.
• Coordinatewith Sales, Accounts, Installation, and other internal teams to ensuresmooth movement of customer orders.
• Ensureall relevant customer and order-stage updates are accurately captured inLSQ/other platforms.
• Supportresolution of operational issues impacting loan approval or disbursement.

Must Have Skills:

• Loan Processing & Disbursement
• Documentation & KYC Management
• MIS Reporting & MS Excel
• Field Coordination & Stakeholder Management