Back Office Operations

Job Role – Back Office Operations Executive

We are looking for a smart, organized, and detail-oriented Back Office Operations Executive who can efficiently manage loan files, documentation, follow-ups, pendencies, and coordination with customers, internal teams, and Banks/NBFCs.

The candidate should be responsible for handling files from customer documentation and file preparation to bank login, query resolution, sanction, and final disbursal.

Key Responsibilities

• Handle end-to-end back office operations for loan files.

• Collect and verify required documents received from customers.

• Check documents for completeness, accuracy, and discrepancies.

• Identify pending documents and requirements and follow up with customers accordingly.

• Prepare and organize complete loan files for submission to Banks/NBFCs.

• Share documents and required information with bankers for file login and processing.

• Coordinate with Banks/NBFCs regarding file status, queries, and pending requirements.

• Follow up with customers and bankers for timely closure of all pendencies.

• Coordinate with customers to resolve banker queries and arrange additional documents/information.

• Track the complete file process from login to sanction and disbursal.

• Follow up with bankers on sanctioned cases and complete pre-disbursal requirements.

• Coordinate with customers and bankers until successful loan disbursal.

• Maintain accurate MIS, file trackers, and status reports.

• Keep the sales team updated on the status of their respective files.

• Maintain proper records of customer documents, communication, and file status.

• Ensure timely follow-up and minimum pendency across all active files.

• Handle day-to-day queries related to documentation, file status, and loan processing.

Skills Required

• Loan Documentation & File Processing

• Bank/NBFC Coordination

• Customer Follow-up

• Pendency Management

• Loan Login & Processing

• Sanction & Disbursal Follow-up

• MIS & File Tracking

• MS Excel / Google Sheets

• Email & Internet Handling

• Good written and verbal communication skills

• Strong coordination and organizational skills

Preferred Candidate

• 1–3 years of experience in back-office operations, loan processing, banking, NBFC, DSA, financial services, or a similar role.

• Practical experience in loan documentation and coordination with Banks/NBFCs will be strongly preferred.

• Should have good knowledge of financial and loan-related documents.

• Should be comfortable handling multiple files and following up on different requirements simultaneously.

• Should have strong follow-up skills and the ability to ensure timely closure of pending requirements.

• Candidates with experience in financial services, banking, NBFCs, loan processing, or financial consultancy will be preferred.

Key Objective

To ensure smooth and timely processing of loan files by effectively managing documentation, customer follow-ups, banker coordination, pendencies, file login, sanction formalities, and disbursal until the successful completion of each case for Merivon Capital.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 4 years of experience.