Back Office Executive (Male)
Accurate Finance Solution Verified employer
Actively hiring · Posted today · JEV2610B230D17DAE
Job description
A back office executive in a loan or finance company manages the administrative, documentation, and operational backend processes that support loan origination, verification, and disbursement.Core Responsibilities in a Loan Company Loan Application Processing: Receive, review, and track new loan applications from initial submission through approval and final funds disbursement. Document Verification: Verify and organize customer KYC documents, income proofs, property papers, and financial application forms for authenticity. Data Entry & Management: Accurately enter and update client details, loan amounts, interest rates, and repayment schedules into the company's internal software or CRM systems. Credit & Committee Coordination: Prepare, check, and package loan files for review by the credit or underwriting committee. Cross-Departmental Liaison: Coordinate with sales, field agents, credit teams, and accounts to clear pending documents, resolve file queries, or speed up processing. Status Tracking & Follow-Ups: Maintain active trackers for approved, pending, rejected, and disbursed loan cases, following up with internal teams or applicants as needed. Reporting & MIS Preparation: Generate daily, weekly, and monthly Management Information System (MIS) reports, operational summaries, and Excel trackers for management. Record Keeping & Compliance: Maintain physical and digital archives of loan contracts while ensuring data security, privacy, and regulatory compliance.Key Skills Required Technical Proficiency: Strong command of MS Office (particularly MS Excel for tracking sheets and data management). Attention to Detail: High accuracy in data entry and catching discrepancies in financial or legal paperwork. Organizational Skills: Ability to handle high volumes of paperwork and multitask under tight processing deadlines. Communication: Clear written and verbal skills to coordinate smoothly with sales and credit teams.Experience1 - 4 YearsNo. of Openings2EducationGraduateRoleBack Office ExecutiveIndustry TypeFinancial SectorGenderMaleJob CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeFace Interview LocationSF-6D & SF-2, SF-6C, Nr. Shayona Estate, Above Bank Of Baroda, Memco, Ahmedabad-
Key skills
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