Operations Executive - Loan Documentation & Field Coordination

Company Overview

Riverview Finserve LLP, formerly known as Uber Capital, is a Bengaluru-based financial services firm specializing in debt syndication and credit advisory. With over a decade of experience, they collaborate with more than 50 banks and NBFCs to offer tailored funding solutions including MSME loans, Loan Against Property (LAP), Lease Rental Discounting (LRD), construction finance, project funding, and NRI home loans. The firm prioritizes happiness for its team, clients, and banking partners, believing profit is a result of excellent service.

Role Summary

The Operations Executive position is a dual-responsibility role divided equally between office credit operations and field coordination. This hands-on role is critical in deal execution, involving credit appraisal support, client and banker coordination, documentation management, and representing the company at government offices, banks, and client sites across Bengaluru.

Key Responsibilities

• Manage and update live deal pipelines for LAP, LRD, MSME, and Construction Finance cases.
• Prepare detailed credit appraisal notes covering borrower profiles, income, obligations, collateral, and credit history.
• Assemble and verify completeness of loan application documents including KYC, financial statements, property, and entity papers.
• Coordinate with bankers through WhatsApp and email to expedite credit approvals, valuation reports, payment schedules, and sanction letters.
• Maintain case-wise MIS in Excel tracking turnaround times, pending documents, next steps, and lender status.
• Support the operations team and partners with daily coordination tasks and prepare deal posters, pitch summaries, and lender presentations.
• Handle internal communications and maintain organized physical and digital filing systems.
• Collect relevant documents from clients at their locations across Bengaluru and nearby districts.
• Visit government offices such as BBMP, BDA, Sub-Registrar, KIADB, and municipal offices for necessary certificates and document retrieval.
• Conduct bank branch visits to submit documents and track case statuses.
• Accompany or coordinate valuation surveys and personal discussion meetings on behalf of the firm.
• Assist with plot loans coordination in areas like Mulbagilu and Kolar, liaising with buyers and documentation teams.
• Collaborate with legal professionals including advocates, notaries, and property lawyers to manage legal opinions.
• Deliver executed agreements, demand drafts, and cheques between clients, banking partners, and the company.
• Manage ad hoc courier and document handling requirements as needed.

Candidate Profile

• Minimum 14 years of experience in BFSI, real estate operations, financial advisory, or similar back-office/field roles in banks, NBFCs, or DSAs.
• Proficient in MS Excel and professional communication via WhatsApp.
• Understanding of loan documentation including KYC requirements, property documents, and financial statement analysis.
• Good knowledge of Bengaluru’s geography, key bank branches, and relevant government office locations.
• Possession of a two-wheeler and a valid driving license is essential for fieldwork.
• Kannada language proficiency is preferred; working knowledge of Hindi and English is mandatory.
• Strong attention to detail, excellent task follow-through, and ability to manage multiple simultaneous priorities.
• Capable of independently handling field assignments while aligning with office objectives.

Compensation and Work Conditions

• Competitive fixed salary complemented by performance-based incentives.
• Fuel and oil allowance to support daily two-wheeler travel for field duties.
• Opportunity to gain exposure to structured credit and real estate financing products like LAP, LRD, and Construction Finance.
• Direct mentorship from seasoned credit professionals and company partners.
• Dynamic work culture with a collaborative team environment, operating Monday to Saturday, 10 AM to 6:30 PM.