Operations Team Member_AFD SERVICES_0117_5214_1038925
Core
Review loan applications, validate prospect details, and manage loan disbursement and maintenance activities within core banking applications.
Role type
Operations Team Member (Loan Disbursement and Maintenance)
Builds
Loan files and customer accounts in core banking systems
Domain
Banking / Financial Services
Required skills
Loan application review, Data entry, Compliance adherence, Timeline management, MIS reporting, KYC updation, OD limit management, Customer request handling
Preferred skills
Mortgage processing experience, Finance or business degree, Proficiency in mortgage processing software
Technologies
Salesforce, Finacle, GLEMS, CERSAI, ROC
Responsibilities
Review loan applications and supporting documents for completeness and accuracy; Validate loan prospect details in Salesforce and board loans into core application; Update insurance, asset, and repayment details in core application; Monitor loan processing timelines to meet closing deadlines; Prepare daily inward and outward files; Update CERSAI and ROC details; Handle customer requests for CRN changes, part payments, excess refunds, and charge reversals; Address issues arising during loan processing.