Job Description
Job Description
Underwrites Loans Personal Loan, Home Loan, Business Loan
Ensures adherence to credit Process and Policies
Ensures TAT is met for all activities related to credit for the branch.
File processing by coordinator within the time, Customer Calling, Query resolving, File login at Banks, Faster Sanction, Keeping a check on TAT for Login & Sanction., Checking the Quality of Calls to Customers & Processing by coordinators. Disbursement: - Customer calling after Sanction of Case, Disbursement Follow-up with Customer & Sales force, and Technical Updating for Disbursement, Resolving Legal Queries, and Fixing of Disbursement, Keeping a Check on TAT.
Co-ordinating with customers and bankers over phone, Customer calling OR Maintaining client details, sending reports, etc.
Handling Customer Quires and Issue
Documentation and MIS
Report preparation and analysis
Explain company Product / Services.
Coordinate and schedule meeting for sales executive.
Track and maintain the outcome of each enquiry/lead.
Very Good Communication Skills, Convincing Skills / Problem Solving Skills.
Key Skills
• Back Office Coordinator
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About Finheal Finserve Pvt Ltd
•Underwrites Loans Personal Loan, Home Loan, Business Loan
•Ensures adherence to credit Process and Policies
•Ensures TAT is met for all activities related to credit for the branch.
•File processing by coordinator within the time, Customer Calling, Query resolving, File login at Banks, Faster Sanction, Keeping a check on TAT for Login & Sanction., Checking the Quality of Calls to Customers & Processing by coordinators. Disbursement: - Customer calling after Sanction of Case, Disbursement Follow-up with Customer & Sales force, and Technical Updating for Disbursement, Resolving Legal Queries, and Fixing of Disbursement, Keeping a Check on TAT.
•Co-ordinating with customers and bankers over phone, Customer calling OR Maintaining client details, sending reports, etc.
•Handling Customer Quires and Issue
•Documentation and MIS
•Report preparation and analysis
•Explain company Product / Services.
•Coordinate and schedule meeting for sales executive.
•Track and maintain the outcome of each enquiry/lead.
•Very Good Communication Skills, Convincing Skills / Problem Solving Skills
Underwrites Loans Personal Loan, Home Loan, Business Loan
Ensures adherence to credit Process and Policies
Ensures TAT is met for all activities related to credit for the branch.
File processing by coordinator within the time, Customer Calling, Query resolving, File login at Banks, Faster Sanction, Keeping a check on TAT for Login & Sanction., Checking the Quality of Calls to Customers & Processing by coordinators. Disbursement: - Customer calling after Sanction of Case, Disbursement Follow-up with Customer & Sales force, and Technical Updating for Disbursement, Resolving Legal Queries, and Fixing of Disbursement, Keeping a Check on TAT.
Co-ordinating with customers and bankers over phone, Customer calling OR Maintaining client details, sending reports, etc.
Handling Customer Quires and Issue
Documentation and MIS
Report preparation and analysis
Explain company Product / Services.
Coordinate and schedule meeting for sales executive.
Track and maintain the outcome of each enquiry/lead.
Very Good Communication Skills, Convincing Skills / Problem Solving Skills.
Key Skills
• Back Office Coordinator
Functional Area
Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification
Any Bachelor Degree
About Finheal Finserve Pvt Ltd
•Underwrites Loans Personal Loan, Home Loan, Business Loan
•Ensures adherence to credit Process and Policies
•Ensures TAT is met for all activities related to credit for the branch.
•File processing by coordinator within the time, Customer Calling, Query resolving, File login at Banks, Faster Sanction, Keeping a check on TAT for Login & Sanction., Checking the Quality of Calls to Customers & Processing by coordinators. Disbursement: - Customer calling after Sanction of Case, Disbursement Follow-up with Customer & Sales force, and Technical Updating for Disbursement, Resolving Legal Queries, and Fixing of Disbursement, Keeping a Check on TAT.
•Co-ordinating with customers and bankers over phone, Customer calling OR Maintaining client details, sending reports, etc.
•Handling Customer Quires and Issue
•Documentation and MIS
•Report preparation and analysis
•Explain company Product / Services.
•Coordinate and schedule meeting for sales executive.
•Track and maintain the outcome of each enquiry/lead.
•Very Good Communication Skills, Convincing Skills / Problem Solving Skills
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening for Back Office Coordinator position is now open for candidates interested in the Bank Jobs sector. This role in Patna offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
