Company: Triovest Finance Advisory Private Limited
Location: Hyderabad
Job Type: Full-Time, Work From Office
Salary: Based on experience and interview performance
Experience: Freshers with loan knowledge or 1–3 years preferred
Job Description
We are hiring a Loan Adviser / Home Loan Coordinator to support clients in home loan file coordination, loan document collection, bank follow-ups, agent coordination, and loan process tracking.
This role is suitable for candidates who have experience or interest in home loans, banking, loan processing, DSA coordination, financial services, or client documentation work.
Key Responsibilities
- Collect home loan details and required documents from clients.
- Coordinate with clients, banks, and loan agents.
- Track home loan transfer or loan-related process stages.
- Follow up for pending documents and updates.
- Maintain loan file status in CRM, Google Sheets, or Excel.
- Update clients about loan process progress.
- Escalate important or delayed cases to the senior team.
- Support the team in loan-related client service.
Required Skills
- Basic understanding of home loans, banking, or loan processing.
- Good communication skills in Telugu and English.
- Comfortable with client calls and follow-ups.
- Basic Excel or Google Sheets knowledge.
- Good coordination and documentation skills.
- Responsible and detail-oriented.
Preferred Experience
Home loan executive, loan officer, loan coordinator, loan processing executive, banking executive, DSA executive, credit processing executive, or financial services executive.
Work Location
Hyderabad – Work From Office
Interested candidates can apply with their updated resume.
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Application Question(s):
- What do you understand about the home loan process, documents, and bank follow-ups?
- If a client wants to transfer their home loan to another bank, what basic details will you collect first?
- Are you comfortable coordinating with clients, banks, and agents until the loan process is completed?
Work Location: In person
