Loan Executive

Halloo fintech Pvt Ltd

Client Consultation: Meet with clients to discuss their financial needs, gather information, and explain loan options, terms, and requirements.

Loan Application Assistance: Guide customers through the loan application process, ensuring accuracy and completeness in their documentation.

Loan Evaluation: Assess applicants' financial backgrounds, including credit history, income, and other relevant information to determine eligibility.

Documentation Verification: Collect, verify, and review documents such as ID, income proofs, tax documents, and other records required by the institution.

Approval Coordination: Work with underwriting and credit teams to facilitate the loan approval process, and ensure timely communication with clients on the status.

Customer Service: Provide excellent service, addressing client inquiries and offering financial advice as needed to enhance their loan experience.

Compliance and Risk Management: Ensure that all loan applications and documentation adhere to institutional guidelines and regulatory requirements.

Follow-up and Reporting: Maintain records of applications, follow up with clients, and report on loan progress to management.

Market Outreach: Occasionally participate in marketing activities to promote loan services to potential clients.

• Experience

  1 - 2 Years

• No. of Openings

  50

• Education

  Higher Secondary

• Role

  Loan Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Second floor F-64 F-Block Sector 8 noida