Job Title: Loan Executive - CRM
Location: Borivali
Industry: Real Estate
Experience: Minimum 2 Years
Job Summary
We are looking for a proactive Loan Executive - CRM to facilitate home loan processing for customers purchasing residential properties. The role involves coordinating with banks, financial institutions, customers, and internal teams to ensure timely loan approvals and disbursements while delivering an excellent customer experience.
Key Responsibilities
· Coordinate with banks and financial institutions for home loan processing and approvals.
· Guide customers through loan documentation, eligibility, and disbursement procedures.
· Track loan applications and ensure timely follow-ups for approvals and disbursements.
· Liaise with Sales, CRM, Legal, and Finance teams for seamless customer support.
· Resolve customer queries related to loan processing and banking formalities.
· Maintain accurate loan records, MIS reports, and documentation.
· Ensure compliance with banking guidelines and company policies.
Required Skills
· Home Loan Processing
· Customer Relationship Management (CRM)
· Banking & Financial Coordination
· Documentation & MIS Reporting
· Strong Communication & Follow-up Skills
· MS Excel & MS Office
Qualifications
· Bachelor's degree in any discipline.
· Minimum 2 years of experience in home loan processing, CRM, or banking within the real estate industry(Preffered).
Preferred Profile
· Experience coordinating with multiple banks and NBFCs.
· Good understanding of home loan documentation and disbursement processes.
· Customer-focused with excellent coordination and problem-solving skills.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
