Back Office Executive

Overview

We are seeking a Back Office Executive to join our team at Prosperity Finserv in Pune, Maharashtra. This role involves managing the end-to-end documentation and processing of customer loan applications to ensure smooth coordination between customers, banks, and NBFCs.

Key Responsibilities

• Gather and validate customer loan documents thoroughly.
• Review customer profiles to identify appropriate banking or NBFC lending options.
• Enter loan applications accurately on various bank and NBFC portals.
• Maintain precise data entry and ensure all necessary documentation is complete.
• Communicate and coordinate directly with banks and NBFCs throughout the application process.
• Proactively follow up on pending documents, resolve queries, and address discrepancies.
• Monitor loan application progress from initial login through sanctioning to final disbursement stages.
• Keep daily Management Information System (MIS) reports updated reflecting current file statuses.
• Collaborate effectively with sales, credit, and processing departments for seamless operations.
• Manage and take corrective action on files that are rejected or on hold.
• Adhere strictly to all company policies and lender guidelines to ensure compliant processing of loan files.