Fin Health Business Solutions
Job Description: Back Office Coordinator – Loan Process
Experience Required: Minimum 1+ year
Industry: Home Loan & Mortgage Loan
Location: PCMC
Employment Type: Full-time
Role Overview:
Fin Health Business Solutions is looking for a detail-oriented Back Office Coordinator with hands-on experience in Home Loan, Mortgage Loan, Personal Loan & Business Loan processing. The ideal candidate should have strong financial knowledge, excellent documentation abilities, and the capability to manage email communication and Excel-based MIS reporting effectively.
Key Responsibilities:
Handle end-to-end back-office operations for HL,BL,PL & Mortgage Loan files.
Collect, verify, and organize customer documents, ensuring accuracy and compliance.
Conduct financial eligibility checks, income calculations, and preliminary assessments.
Prepare and maintain loan application files, KYC documents, and supporting paperwork.
Coordinate with customers, the sales team, and bank representatives via emails and calls.
Track file status, update MIS, and maintain Excel reports for login, approval, and disbursement.
Follow up on pending documents and resolve discrepancies promptly.
Maintain accurate records, documentation, and data in internal systems.
Support the loan disbursement process by preparing required documentation.
Manage daily email communication, drafting clear and professional responses.
Ensure confidentiality and compliance with company and bank guidelines.
Required Skills:
Minimum 1+ year experience in HL,BL,PL & Mortgage Loan processing.
Strong financial understanding and loan eligibility knowledge.
Excellent documentation, verification, and record-keeping skills.
Proficiency in MS Excel (data entry, basic formulas, MIS updating).
Strong communication and professional email drafting skills.
Good coordination and follow-up abilities.
Detail-oriented, organized, and excellent time management.
Education:
Any Graduate (Commerce/Finance preferred)
Salary:
₹16,000 – ₹25,000 (based on experience and interview performance)