To handle documentation, coordination, and backend operations related to loan files, subsidy applications, and client servicing. The candidate will ensure smooth processing, timely submission, and accurate follow-up of all cases with banks and government departments.
Prepare and maintain physical and digital client files.
Check all required documents as per loan/subsidy checklist.
Coordinate with clients and staff for pending documents.
Ensure files are signed, sealed, and properly scanned before submission.
Upload and verify applications on bank and government portals (like MSME, DIC, PMEGP, etc.).
Complete offline procedures like notarization, department submission, and acknowledgment tracking.
Maintain proper records of application reference numbers and receipts.
Coordinate with banks, DIC, and other departments for file status updates.
Regularly update internal trackers (Excel/CRM).
Support team during inspection, subsidy claim, and file put-up stages.
Update daily work report and file status summary.
Prepare MIS reports for management review.
Maintain transparency and timeline records for each file.