Job Description (JD) – Backend Executive (Loan Login Process)

Job Title: Backend Executive – Loan Login Process

Department: Loans (PL/BL/HL/LAP/Vehicle/Mortgage)
Experience: 0–3 Years (Freshers with loan knowledge can also apply)
Qualification: Any Graduate (Preferred)
Employment Type: Full-Time
Location: As per requirement

Job Summary

We are looking for a detail-oriented and responsible Backend Executive – Loan Login Process to handle loan file processing, customer documentation, login preparation, and coordination with sales teams and banks/NBFCs. The candidate should have basic knowledge of loan documentation and must ensure timely login and accurate processing of loan files.

Roles & Responsibilities (Loan Login Process)

1. Loan File Processing & Login

• Collect loan documents from sales team/customers.

• Check document completeness as per product checklist.

• Prepare loan login files for bank/NBFC submission.

• Maintain login status and ensure timely file movement.

2. Document Verification

• Verify customer KYC documents (Aadhar, PAN, Voter ID, Passport).

• Verify income documents (salary slips, bank statements, ITR, GST, balance sheet).

• Verify residence and office address proofs.

• Cross-check customer details in application form.

3. Data Entry & System Updates

• Update customer details in CRM/Excel/software.

• Enter accurate loan application information.

• Track file stages like login, pending, query, approval, disbursement.

4. Coordination & Follow-ups

• Coordinate with Sales Team for missing documents.

• Follow up with customers for pending papers.

• Coordinate with banks/NBFCs for file status updates.

• Handle bank queries and provide required documents quickly.

5. MIS & Reporting

• Maintain daily MIS reports for login and disbursement.

• Update management on pending and rejected cases.

• Track approval ratio and document deficiencies.

6. Compliance & Accuracy

• Ensure all documents are genuine and as per policy.

• Maintain confidentiality of customer data.

• Avoid errors in login to prevent rejections.

Key Skills Required

• Knowledge of loan documentation and login process.

• Good communication & coordination skills.

• Basic computer knowledge (MS Excel, Email, CRM tools).

• Ability to handle pressure and meet deadlines.

• Strong attention to detail.

Preferred Candidate Profile

• Experience in loan processing/login from NBFC/DSA/Banks preferred.

• Knowledge of Personal Loan / Business Loan / Home Loan / LAP will be an advantage.

• Candidate should be smart, quick learner, and responsible.

Salary

As per industry standards + incentives

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 1 years of experience.