Loan Executive ( Back Office )

We are looking for a LOAN EXECUTIVE ( BACK OFFICE ) to join our team at Lokansh Wealth Private Limited. The role involves updating accurate data in databases, spreadsheets, and systems as required. With a collaborative environment and growth opportunities, the position offers a ₹12,000 - ₹20,000 salary.

File Login & Processing

• Receive and verify loan files received from the sales/tele calling team.

• Check applications for completeness and accuracy before login.

• Prepare and organize customer documents as per lender requirements.

• Login loan applications on respective lender/bank portals.

• Ensure correct entry of customer, employment, income, and loan details.

2. Lender Portal Management

• Handle day-to-day login activities across various bank/NBFC portals.

• Upload required documents and application details on lender portals.

• Track application status through respective portals.

• Download and maintain login acknowledgements, application numbers, and other relevant documents.

3. Document Verification & Coordination

• Verify basic documents such as KYC, income proof, bank statements, ITR, salary slips, etc.

• Identify missing or incorrect documents and coordinate with the concerned team for correction.

• Maintain proper documentation for every loan file.

4. File Tracking & Follow-Up

• Maintain daily records of all logged-in files.

• Track files from login to approval, sanction, and disbursement stages.

• Follow up on pending documents, queries, and login-related requirements.

• Update the concerned sales/team members regarding file status.

5. Query & Requirement Management

• Coordinate with banks/NBFCs for login queries and additional requirements.

• Respond promptly to lender queries and arrange required documents.

• Ensure pending requirements are resolved within the required timeline.

6. MIS & Daily Reporting

• Maintain daily MIS of files logged in, pending, approved, rejected, sanctioned, and disbursed.

• Update Excel/CRM records regularly.

• Share daily activity and file-status reports with the reporting manager.

• Maintain accurate records of application numbers and lender-wise file movement.

7. Compliance & Accuracy

• Ensure all information entered in lender portals matches the submitted documents.

• Follow company and lender guidelines while processing files.

• Maintain confidentiality of customer and financial information.

• Minimize errors in data entry, document uploads, and file processing.

Daily Activity Checklist

• Check new files received from the sales team.

• Verify documents and file completeness.

• Login eligible files on respective lender portals.

• Upload documents and generate application/login numbers.

• Update file details in MIS/CRM.

• Check portal updates and pending requirements.

• Coordinate for missing documents or corrections.

• Follow up on pending cases.

• Update approval/sanction/disbursement status.

• Submit end-of-day file and activity report.

Key Performance Areas:
File Login Accuracy • Portal Management • TAT Management • Document Verification • File Tracking • MIS Reporting • Lender Coordination • Data Accuracy

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 2 years of experience.