Loan Processing Executive

Job Title: Loan Processing & Client Coordination Executive

Company: Fundenflo
Department: Loan Operations / Client Services
Location: Gurugram, Haryana
Employment Type: Full-Time
Experience: 13 years preferred

About Fundenflo

Fundenflo helps clients navigate the loan and financing process by coordinating with financial institutions and supporting them with documentation, application processing, and follow-ups.

Job Summary

We are looking for a proactive and detail-oriented Loan Processing & Client Coordination Executive to manage client communication, collect and verify loan-related documents, and coordinate with banks, Non-Banking Financial Companies (NBFCs), and Direct Selling Agents (DSAs).

The candidate will act as a link between clients and lending partners, ensuring that applications are submitted with the required documentation and that cases move forward efficiently.

Key Responsibilities

• Contact clients to understand their loan requirements and explain the documentation process.
• Collect, organize, and verify documents required for loan applications.
• Follow up with clients for pending documents, clarifications, and missing information.
• Coordinate with banks, NBFCs, and DSAs for application submission and processing.
• Track loan applications from initial documentation through approval, disbursement, or closure.
• Liaise with lending partners to obtain application updates and resolve documentation-related queries.
• Maintain accurate client records, application trackers, and document status reports.
• Ensure timely communication between clients and lending partners.
• Handle client queries professionally and provide regular updates on application progress.
• Maintain confidentiality of client information and financial documents.
• Coordinate with internal teams to ensure smooth and timely processing of cases.

Required Skills and Qualifications

• Graduate in any discipline; a background in Finance, Commerce, or Banking is preferred.
• 1–3 years of experience in loan processing, banking operations, financial services, customer coordination, or loan documentation is preferred.
• Good verbal and written communication skills.
• Ability to coordinate with clients, banks, NBFCs, and DSAs.
• Strong follow-up, organizational, and problem-solving skills.
• Basic knowledge of loan documentation and the lending process.
• Proficiency in MS Excel, email, and basic computer applications.
• Ability to manage multiple applications and meet deadlines.

Preferred Candidate Profile

• Experience working with banks, NBFCs, DSAs, loan agencies, or fintech companies.
• Familiarity with personal loans, business loans, MSME loans, or other lending products.
• Comfortable speaking with clients over phone calls and WhatsApp.
• A proactive individual who takes ownership of cases until the next action or resolution.

Key Performance Indicators (KPIs)

• Timely collection and submission of client documents.
• Accuracy and completeness of loan application files.
• Number of applications processed and actively followed up.
• Turnaround time for document collection and application submission.
• Effective coordination with lending partners.
• Client communication quality and follow-up efficiency.

How to Apply: [email removed]