Operations Associate
Posted Updated 2
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Summary
Coordinates loan file processing, document verification, and customer/bank communications for a financial services company in Gurugram.
- Handle end-to-end loan file processing and documentation.
- Coordinate with customers, DSAs, banks, and NBFCs for document collection and case updates.
- Verify customer documents before submission to lending partners.
- Make follow-up calls to customers, lending partners, and internal teams regarding pending documents, case status, and approvals.
- Maintain accurate records in CRM, MIS, and Google Sheets.
- Track loan applications from login to sanction and disbursement.
- Prepare daily operational reports and maintain business records.
- Handle day-to-day administrative tasks, including document management, vendor coordination, office support, and record keeping.
- Assist management in operational planning and process improvement.
- Ensure timely resolution of operational queries and support the team in achieving business targets.
- Manage onboarding of channel partners and DSA partners, including documentation, coordination, and KRA tracking.
Requirements
- Graduate in any discipline.
- 0–3 years of experience in banking, NBFC, finance, operations, or customer support.
- Proficiency in MS Excel, Google Sheets, and CRM software.
- Good communication, coordination, and follow-up skills.
Benefits
- Performance-based incentives and commission structure
- Competitive salary based on experience and performance
- Flexible work hours and remote work options
- Comprehensive training and career development programs
- Employee referral program
- Paid leave and holidays as per company policy
- Opportunity for growth within a scalable financial services organization