Back Office Employee
Loan solutions
About the Role
The Back Office Employee will support daily loan processing activities at Loan Solutions, a financial consultancy based in Kolkata. This role involves coordinating with front-office teams and financial institutions, preparing reports, and ensuring compliance with internal procedures and regulatory requirements. The position is a full-time, on-site role in the Greater Kolkata Area.
Key Responsibilities
- Data entry
- Document verification
- Maintaining accurate records for various loan products
- Coordinating with front-office teams and financial institutions
- Preparing reports
- Ensuring compliance with internal procedures and regulatory requirements
- Tracking applications
- Updating client information
- Resolving basic queries through clear communication with internal stakeholders
- Contributing to process improvements that enhance efficiency and client experience
Requirements & Tech Stack
- Proficiency in MS Office (Excel, Word), email tools, and basic computer applications.
- Strong attention to detail
- Organizational skills
- Ability to manage multiple tasks within deadlines
- Ability to work on-site full time in the Greater Kolkata Area
- Ability to collaborate within a team-oriented environment
Qualifications
- Skills in Back Office Operations, including data entry, documentation management, and record keeping.
- Strong Communication skills for clear coordination with internal teams and external partners.
- Customer Service skills to support timely and accurate handling of client-related information and queries.
- Basic Finance knowledge to understand loan products, terms, and related documentation.
- Sales awareness to support cross-functional teams in tracking leads and follow-ups.
- Preferred: Prior experience in banking, NBFCs, or financial services back office roles.
- Preferred: Graduate degree in commerce, finance, or a related field.