Opening For operations or disbursement executive third party contract

Role Purpose : To support and execute operational activities related to loan processing, documentation, disbursement, post-disbursement tracking, compliance, and customer servicing while ensuring accuracy and adherence to process guidelines.

Key Responsibilities

Pre-Disbursement Support

• Prepare and update CAM-related data and documentation.
• Verify customer documents like KYCs, customer income documents before credit processing.
• Coordinate with Credit, Sales, Legal, and Technical teams.

Disbursement Activities

• Verification of disbursal documents as per prescribed checklist and follow up for NDC resolutions.
• Ensure completion of disbursement documentation and checklists.
• Support smooth and timely loan disbursements.

Post-Disbursement Activities

• Execute payment maker activities as per process guidelines.
• Coordinate cheque printing and maintain cheque handover records.
• Update realization status in operational systems.

Documentation & MIS

• Track OTC and PDD documents and follow up with stakeholders.
• Maintain BT document tracker and publish periodic MIS.
• Ensure proper filing and record management.

Original Document Management

• Maintain storage, retrieval, and reconciliation records for original documents.
• Coordinate with custodians and branches for document movement.

Compliance & Audit Support

• Support audit requirements and provide documentation as required.
• Ensure adherence to operational policies and procedures.

Vendor Coordination

• Support DSA vendor onboarding and empanelment activities.
• Maintain vendor records and compliance documentation.

Required Skills & Competencies

• Good communication and coordination skills.
• Strong attention to detail and documentation management.
• Ability to manage multiple tasks and timelines.
• Working knowledge of MS Excel and MIS reporting.

Educational Qualification

• Graduate in Commerce, Management, Banking, Finance, or related discipline.
• Relevant banking/finance certifications will be an added advantage.

Preferred Industry Background

• NBFCs
• Housing Finance Companies
• Banks
• MSME Lending OrganizationsRole & responsibilities

Preferred candidate profile