Document Verification (Office)

We are looking for a proactive and detail-oriented Document Collection & Client Communication Executive to support the loan processing team by ensuring timely collection, verification, and management of client documents. The role involves regular client communication, explaining loan rate quotes, coordinating with internal teams, maintaining accurate records, and facilitating a smooth loan processing journey from document collection to file completion.

Key Responsibilities

· Collect, verify, and organize all required loan documents from clients.

· Follow up with clients for pending documents and ensure timely submission.

· Explain loan interest rates, processing charges, and other relevant details to clients as guided by the organization.

· Maintain regular communication with clients throughout the loan processing cycle and provide timely updates.

· Verify documents for completeness and accuracy before forwarding them for processing.

· Upload and maintain client documents in designated folders and internal systems.

· Update customer information, follow-up status, and document progress in the CRM system.

· Coordinate with tele callers and internal teams for client follow-ups and document collection.

· Maintain well-organized digital and physical client files.

· Track pending cases and ensure all files move through the processing stages without delays.

· Escalate discrepancies or missing documentation to the concerned team promptly.

· Ensure confidentiality and secure handling of customer information at all times.

· Support the operations team in achieving turnaround time (TAT) targets and maintaining service quality.

· Income calculations .

· Update client Information in the CRM .

Required Skills

· Excellent verbal and written communication skills.

· Strong client handling and follow-up abilities.

· High attention to detail and accuracy.

· Basic understanding of loan processing and financial documentation.

· Proficiency in CRM software and MS Office (Excel, Word, Outlook).

· Ability to multitask and manage multiple client files simultaneously.

· Strong coordination skills with internal departments and external clients.

· Problem-solving mindset with a customer-centric approach.

Preferred Qualifications

· Graduate in , Finance, Business Administration, or any related field.

· 1–3 years of experience in loan processing, banking operations, financial services, customer support, or document verification.

· Experience in handling Home Loans, Mortgage Loans, Personal Loans, or Loan Operations will be preferred.

Preferred Candidate Profile

· Strong interpersonal and communication skills.

· Detail-oriented with excellent documentation practices.

· Ability to work under deadlines and manage multiple priorities.

· Professional, responsible, and customer-focused.

· Comfortable working in a fast-paced financial services environment.

. fluent in English
. Australian timing and shift are also.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 5 years of experience.