Back Office Coordinator

Key Responsibilities

Application Management: Processing loan applications accurately on digital banking platforms or tablets and tracking them from lead generation to final disbursement.

Documentation & Compliance: Conducting pre-verification calls to confirm customer details and ensuring all documents (KYC, loan agreements, security documents) are complete and compliant with legal regulations.

Sales Team Support: Coordinating schedules for sales representatives, arranging customer appointments, and providing up-to-date marketing and product support materials.

Data & Reporting: Maintaining MIS reports on sales performance, pipeline status, and daily conversion rates.

Required Skills & Qualifications

Product Knowledge: Deep understanding of various loan types (e.g., mortgages, personal, affordable housing) and calculation of loan eligibilities.

Analytical Skills: Ability to evaluate data, assess risk, and analyze market trends to help the team make well-reasoned recommendations.

Communication: Strong interpersonal and phone communication skills for interacting with clients, channel partners (like DSAs), and internal stakeholders.

Organization: High attention to detail and ability to manage multiple files within tight timelines.

Experience: Typically requires 3–5 years in financial services, with specific experience in the relevant loan segment (e.g., 1–2 years in Mortgages).

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• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 5 years of experience.