Roles and Responsibilities:
Customer Interaction :
Serve as the first point of contact for clients inquiring about business loans, personal loans, and housing loans. Provide information, answer questions, and address concerns in a professional and courteous manner.
Loan Processing :
Assist clients with the loan application process by collecting and verifying necessary documentation, completing application forms, and ensuring compliance with company policies and regulatory requirements.
Follow-Up:
Conduct follow-up calls and provide updates to clients on the status of their loan applications. Address any additional queries or issues that may arise during the loan approval process.
Documentation : Maintain accurate and up-to-date records of client interactions, loan applications, and related documentation. Ensure that all data is handled confidentially and securely.
Customer Service:
Provide exceptional customer service by resolving issues promptly, handling complaints effectively, and ensuring a positive client experience throughout the loan process.
Collaboration :
Work closely with the loan processing team, underwriters, and other departments to facilitate smooth loan approvals and ensure efficient processing.
Compliance :
Adhere to all company policies, procedures, and regulatory requirements related to loan processing and client interactions.
Experience:
Previous experience in a customer service or financial services role is Bonus/Freshers can Apply. Experience with loan processing or handling financial transactions is advantageous.
Skills:
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to build rapport with clients.
- Attention to detail and accuracy in handling documentation and data.
- Ability to manage multiple tasks and prioritize effectively.
- Proficiency in using computer systems and software applications relevant to loan processing.
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