Key Responsibilities
1. Fresh loan review • Review 100% of loans as per the company SOP / checklist. • Maintain an Excel sheet with deficiency remarks for each case.
2. Feedback calls • Call the customer and record the outcome in the Excel sheet. • If there is no response to calls, send a reminder by email. • Escalate unresolved cases to the management.
3. Reporting • Maintain an Excel tracker and share a summary report of the review and follow-up status (files reviewed, deficiencies, customers contacted, amounts received, pending cases).
Skills Required • Good working knowledge of MS Excel (filters, pivot tables, VLOOKUP). • Clear communication in Hindi and English, on phone and email.