Handle end-to-end loan processing for Home Loans, Loan Against Property (LAP), Business Loans, and Working Capital loans.
Collect and verify customer documents.
Fill loan application forms and prepare case files.
Coordinate with customers, banks, CAs, valuers, legal teams, and internal departments.
Follow up on login, credit queries, sanction conditions, documentation, and loan disbursement.
Maintain customer records, MIS reports, and TAT trackers in Excel.
Download and organize GST, ITR, bank statements, and other financial documents.
Ensure accurate documentation and timely processing of cases.
Provide regular status updates to customers and management.
Visit client locations to collect documents and assist with loan processing.
Visit banks for loan application submission, follow-ups, and coordination.
Coordinate with bank officials, valuers, legal teams, and customers.
Collect, verify, and organize customer documents.