Published on www.monsterindia.com 18 May 2025
Job Summary
- To conduct the initial checks of applications & borrower's eligibility through CRDB/CRM/ Cb-net for company listing/ credit policy before creating the application in LWF
- To capture Personal Loan and Credit Card applications through LWF system
- Application amendments as per Credit Reviewer comments
- Scanning of documents, amendments in CRM and signature verification
- Quality assurance calls to the customers before onboarding
- Creation of UTD for all approved applications & CRDB notes
- Conduct the initial checks for PL / CC / Mortgage loan applications assigned and ensure the accuracy of data as well as the completeness of documents as per the laid down procedures & guidelines.
- Verify customer's signatures by accessing Banqit system.
- Scan the supporting documents and attach to the respective applications in the agreed sequence.
- Responsible to run Credit Bureau Report (CBR) through LWF / QCB portal and attach to the application as PDF document.
- Conduct initial checks of customer's financial details, Blacklist Status, alerts/notes by accessing CRDB/CRM
- Responsible to capture initial comments / observations for next level review
- Responsible to handle all re-work applications submitted by the business with documentary proof / justification
- Achieve the daily / monthly target & handle extra volume assigned by the line manager
- Provide regular feedback for application quality, system related issues and suggest improvements to team leader & line manager
- Handle special tasks assigned by the line manager / unit head as & when required
- Back-up for handling document scanning & card stock, whenever required
- Ensure the strict implementation of policies, procedures, instructions & circulars related to PL, VL, CC & other retail products.
- 2 – 4 years' relevant experience in Retail Banking
- Bachelor degree in Business/Finance or equivalent
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