Sales Operations
Loan Processing & Sales Operations Executive
Keep MSME loan files moving - documents, follow-ups, CRM updates, and coordination from submission through processing.
- Sector 63, Noida
- Full-time
- 1-3 years
- On-site
- Operations
Role overview
We are looking for a detail-oriented Loan Processing & Sales Operations Executive to support our sales team and ensure that MSME loan applications move smoothly from initial submission to final processing. The role requires strong coordination, documentation, follow-up, and communication skills.
Responsibilities
- Coordinate with customers after lead generation and during the loan application process.
- Collect required customer and business documents.
- Review documents for completeness and basic accuracy.
- Maintain and update loan application records.
- Coordinate with sales, credit, banking partners, and internal operations teams.
- Track application progress from submission to approval and disbursement.
- Follow up with customers for pending documents and information.
- Follow up with relevant teams regarding application status.
- Identify missing or incomplete information and coordinate for resolution.
- Maintain accurate records of applications, documents, approvals, rejections, and disbursements.
- Update CRM and internal systems regularly.
- Prepare basic reports related to sales and loan applications.
- Ensure timely communication with customers regarding application requirements and status.
- Support the sales team with operational and administrative activities.
- Maintain confidentiality of customer and financial information.
Requirements
- 1-3 years of experience in loan processing, sales coordination, banking, NBFC, fintech, financial services, or related operations.
- Experience with business/MSME loans is preferred.
- Strong attention to detail.
- Good documentation and organizational skills.
- Strong follow-up and coordination abilities.
- Comfortable working with Excel, CRM systems, email, and digital documentation.
- Good written and verbal communication skills.
- Ability to manage multiple applications and priorities simultaneously.
- Fluency in English and Hindi; Gujarati is a strong advantage.
Preferred Qualifications
- Experience with loan applications, KYC documentation, banking processes, NBFC operations, or financial documentation.
- Knowledge of MSME/business loan processes.
Compensation
Competitive salary. Final compensation will depend on experience, skills, and performance.
