Loan Documentation Executive
This is an open vacancy with one of our clients.
- Experience
- 0–3 years
- Where
- Delhi NCR, Jaipur, Lucknow, Mumbai
- Salary
- ₹2,40,000–₹5,50,000 per year, + incentives where applicable
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate in any discipline; commerce, finance, banking or customer-service exposure preferred
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Loan Documentation Executive to make sure every loan file is complete, correct and properly executed. You will collect, verify and organise documents, coordinate with sales and credit colleagues, and help customers understand what they are signing and why. Clean documentation protects both borrower and lender.
What you'll do
- Collect loan documents from customers or sales colleagues and verify them against a checklist.
- Check agreements and forms for correct signatures, dates, names and supporting proofs.
- Explain documentation requirements to customers so they arrive prepared and avoid repeat visits.
- Follow up on missing or incorrect documents until each file is ready for disbursement.
- Maintain document registers and storage so files can be retrieved quickly during audits.
- Coordinate with credit and operations teams to resolve queries raised on a particular file.
What you'll bring
- 0–3 years of experience in loan documentation, banking operations or a similar process role.
- A graduate degree in any discipline and a methodical, checklist-driven way of working.
- Strong attention to detail, especially when spotting mismatches across related documents.
- Polite, clear communication with customers who may find loan paperwork confusing.
- The ability to work through a checklist consistently without cutting any corners.
Good to have
- Exposure to commerce, finance or banking through your degree or previous jobs.
- Familiarity with documentation for home, personal or business loans.
- Prior experience handling loan files within a financial services organisation.