document Collection
Core
Support the loan processing team by ensuring timely collection, verification, and management of client documents and facilitating the loan processing journey.
Role type
Document Collection & Client Communication Executive
Builds
Loan processing files and client communication records
Domain
Financial Services / Lending
Deliverable
client delivery
Required skills
Document verification, Client communication, CRM management, Data entry, File organization, Status tracking, Escalation management, Income calculation
Responsibilities
Collect, verify, and organize loan documents from clients; Follow up with clients for pending documents; Explain loan interest rates and processing charges to clients; Maintain regular communication with clients throughout the loan processing cycle; Upload and maintain client documents in designated folders and internal systems; Update customer information and follow-up status in the CRM system; Coordinate with tele callers and internal teams for client follow-ups; Track pending cases to ensure files move through processing stages without delays; Escalate discrepancies or missing documentation to the concerned team; Ensure confidentiality and secure handling of customer information; Support the operations team in achieving turnaround time (TAT) targets; Perform income calculations.