Loan Officer

Job title: Loan officer(Female)

Location : Kannur

Key Responsibilities:

• Handle client queries and process applications for:
• Education Loans (Domestic & International)
• Personal Loans, Home Loans, Business Loans
• Loan Against Property (LAP)
• Assess client profiles and financial documents to determine eligibility and risk.
• Coordinate end-to-end loan processing with banks, NBFCs, and financial partners.
• Offer guidance on General & Life Insurance products as per client requirements.
• Provide basic support on Investment & Wealth Management offerings.
• Maintain strong client relationships through transparent communication and follow-ups.
• Ensure all operations comply with internal policies and regulatory standards.
• Coordinate with banks, NBFCs, and other financial institutions for application processing and approvals.
• Provide guidance on insurance options general and life and support policy issuance.
• Offer investment and wealth management solutions based on client needs and risk profiles.
• Maintain accurate records of client interactions, loan applications, approvals, and disbursements.
• Ensure compliance with regulatory and internal risk policies throughout the process.
• Mandatory experience in banking or NBFC loan processing