Back Office Employee

Loan solutions

Greater Kolkata AreaFresher47m agovia LinkedIn

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.

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