Review and assess loan applications, gather financial & KYC documents and process loan application on Jan Samarth Portal.
Documentation:
Collect and organize all necessary financial records from borrowers, such as bank statements, ITR, KYC documents, Quotation, Feasibility report etc.
Communication:
Serve as a primary contact for loan applicants, Banks or financial institutions for answering questions and providing updates on the application status.
Liaison:
Facilitate communication between borrowers, loan officers, and underwriters to ensure a smooth process.
Followup:
Followup with customers and banks or finance company till the loan is disbursed or closed.
File Management:
Maintain and update active loan files, identifying and resolving any errors or missing information.
Skills
:
Jan Samarth Portal
CRM / MIS software
Excel, Word, Google sheet
Communication
Qualification & Experience: