Backend Operations Banking Process

Year    PB, IN, India

Job Description

We are looking for a dynamic and detail-oriented

Backend Operations Executive

to manage the

loan documentation process

and coordinate with customers for missing or additional details. The ideal candidate should have strong

communication skills

, a

sales-driven mindset

, and the ability to ensure smooth and accurate processing of loan files from start to finish.

Key Responsibilities:



Handle end-to-end

loan documentation

and

backend processing

. Coordinate with customers via phone and email to collect required

documents and details

. Verify and validate customer information and documents (KYC, income proof, etc.). Ensure all files are complete, compliant, and ready for disbursement. Work closely with the

sales and credit teams

to resolve queries and expedite approvals. Maintain accurate records and update the system with the latest information. Provide excellent customer service and assist in

cross-selling or upselling

additional financial products. Prepare regular MIS reports and share status updates with management.

Required Skills & Qualifications:



Bachelor's degree in Commerce, Finance, Business Administration, or a related field. 0- 1 years of experience in

loan processing, backend operations, or financial documentation

. Strong verbal and written

communication skills

. Good understanding of

KYC norms

, documentation standards, and basic financial terms. Ability to multitask, prioritize, and manage time efficiently. Proficiency in MS Office (Excel, Word) and CRM tools. A proactive and

target-oriented

approach with attention to detail.

Preferred Skills:



Experience in NBFCs, Banks, or Fintech industries. Knowledge of

Loan Origination Systems (LOS)

or related tools. Prior exposure to

customer coordination

and

sales support

functions.
Job Type: Full-time

Pay: ?180,000.00 - ?258,000.00 per year

Work Location: In person

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Job Detail

  • Job Id
    JD4685457
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    PB, IN, India
  • Education
    Not mentioned
  • Experience
    Year