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loan officer

  • Met with loan applicants to identify their needs and collect information for loan applications
  • Completed loan contracts and teaching clients on policies and regulations
  • Interviewed applicants to define financial eligibility and establish debt payment plans
  • Responded to applicants questions and resolve any loan-related issues 

loan officer

  • Managing pre and post disbursal activities as per policy of different anchor partners and lenders. 
  • Customer KYC checking, loan agreement and other documentation scrutiny and preparing file for disbursement. 
  • Coordination with customers and third party agencies for kit signing and document collection. 
  • Daily MIS reporting for discrepant files and coordination with sales team for resolution. 
  • Escrow documentation handling for the empaneled anchors/channel partners. 
  • Handling escrow transfer management process and ensuring timely remittance to customers 

loan officer

  • Interview clients by telephone or in-person to gather financial information.