Back Office Manager

Here's a comprehensive Job Description for a "Back Office Executive - Loan File Login" role. This outlines the key responsibilities, qualifications, and skills required for someone focusing specifically on the initial processing and login of loan applications.

Job Title: Back Office Executive - Loan File Login

Department: Operations / Loan Processing Back Office

Location: [City, State]

Reports To: Back Office Manager / Team Lead

Job Type: Full-time

Job Summary:

The Back Office Executive - Loan File Login will be responsible for the accurate and efficient initial processing, verification, and logging of all incoming loan applications. This role is crucial in ensuring that loan files are complete, compliant, and ready for further processing by the credit and underwriting teams. The ideal candidate will possess a keen eye for detail, strong organizational skills, and a solid understanding of documentation requirements for various loan products.

Key Responsibilities:

• Document Collection & Verification:

  • Receive, sort, and organize all physical and digital loan application documents (e.g., application forms, KYC documents, income proofs, property documents, business financials).

  • Thoroughly review all submitted documents for completeness, legibility, and accuracy as per company and regulatory guidelines.

  • Identify any missing, incorrect, or inconsistent information/documents and flag them for follow-up.

• Loan File Login & Data Entry:

  • Accurately input all relevant applicant and loan details into the company's Loan Management System (LMS) or designated software.

  • Generate a unique loan file ID and ensure all documents are correctly tagged and linked to the respective application.

  • Maintain strict confidentiality and data integrity during the login process.

• Communication & Coordination:

  • Communicate proactively with Sales/Front Office teams, DSAs, or applicants (as per process) to obtain pending documents or clarify discrepancies.

  • Coordinate with internal departments (e.g., Credit, Underwriting, Legal) to ensure smooth handover of complete loan files.

  • Provide status updates on logged files as required.

• Record Keeping & Archiving:

  • Maintain systematic physical and digital archives of all loan documents.

  • Ensure all necessary checklists and internal tracking sheets are updated.

  • Assist in preparing files for internal/external audits as needed.

• Compliance & Quality Assurance:

  • Adhere strictly to all company policies, procedures, and regulatory guidelines related to loan processing and documentation.

  • Assist in maintaining a high standard of data quality and process efficiency.

  • Proactively identify and escalate any potential issues or deviations from standard procedures.

Qualifications:

• Education: Bachelor's degree in Commerce, Business Administration, Finance, or a related field.

• Experience: 1-2 years of experience in a back-office role, preferably within the banking, financial services, or loan processing industry. Experience with loan documentation and login processes is highly preferred.

• Knowledge: Basic understanding of various loan products (e.g., Home Loans, Business Loans, Personal Loans) and their standard documentation requirements.

• Technical Skills:

  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

  • Familiarity with Loan Management Systems (LMS) or CRM software is a strong plus.

  • Excellent data entry speed and accuracy.

Skills & Competencies:

• Attention to Detail: Meticulous and thorough in reviewing documents and entering data.

• Organizational Skills: Ability to manage a high volume of documents and files systematically.

• Communication: Clear and effective written and verbal communication skills.

• Problem-Solving: Ability to identify and resolve discrepancies in documentation efficiently.

• Teamwork: Ability to work collaboratively with various internal teams.

• Proactiveness: Takes initiative in following up on pending items and escalating issues.

• Time Management: Ability to prioritize tasks and meet deadlines in a fast-paced environment.

• Integrity & Confidentiality: High level of professionalism and ability to handle sensitive information discreetly.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 6 months of experience.

More about this Back Office Manager job

1. What is the eligibility criteria to apply for this Back Office Manager job?
   Ans: The candidate should be All Education levels and above with 0 - 6 months of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹20000 per month that depends on your interview. It's a Full Time job in Vadodara.
3. How many working days are there for this Back Office Manager job?
   Ans: This Back Office Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Manager job?
   Ans: No, there is no fee applicable for applying this Back Office Manager job and during the employment with the company, i.e., Andromeda Sales And Distribution Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Manager role?
   Ans: There is an immediate opening of 1 Back Office Manager at Andromeda Sales And Distribution Private Limited
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Back Office Manager job?
   Ans: This Back Office Manager job has 10:00 AM - 07:00 PM timing.