Home Loan Specialist
Urban Money
Mumbai, Maharashtra, India3h agovia LinkedIn
About the Role
This is a full-time, on-site Home Loan Specialist role based in Mumbai.
Key Responsibilities
- Guide clients through the end-to-end home loan process, including assessing eligibility, explaining loan products, and recommending suitable lending options from Urban Money’s partner institutions.
- Collect and verify client documentation.
- Coordinate with banks and financial institutions.
- Track application status and ensure timely loan disbursal.
- Maintain accurate records.
- Prepare loan proposals.
- Provide clear, professional communication to address client queries on interest rates, terms, and related policies.
- Build long-term client relationships.
- Deliver high standards of customer service.
- Support cross-functional teams to improve processes and client experience.
Qualifications
- Strong knowledge of the mortgage industry and home loan products.
- Skills in mortgage lending and loans processing, including eligibility assessment and documentation review.
- Excellent communication and customer service skills to interact effectively with clients and lending partners.
- Ability to manage multiple client cases, prioritize tasks, and meet timelines in a fast-paced environment.
- Proficiency in basic computer applications and CRM tools.
- Strong attention to detail and ethical work practices.
A bachelor’s degree in finance, business, economics, or a related field is preferred.
Relevant experience in banking, housing finance, or financial services is highly beneficial.