CRM Home Loans
CRM Home Loans
Posted on :
06-02-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-02-2024
Job Description
Req ID : 2510717
CRM
All banks APF should be available
Making sure every site have dedicated banker from multiple banks
To be updated of current ROI
Understanding new schemes from banks project wise
To match TAT of documents collection with in 5days file login with in 14days sanction within
30days registration with in 35 days disbursement within 45days
POST SALES
You ll work closely with our clients and find the best Home loans for them. You ll need to combine information
from client interviews and financial documents. Submitting applications and reporting on their progress will
also be part of your duties.
You will be reporting to the CRM Head and Chief Operating Officer
Responsibilities are for your leads as well as your subordinates.
Collect financial information (e.g. taxes debts).
Evaluate eligibility for obtaining a Home loan.
Interview clients.
Guide clients through various Home loan options.
Prepare and submit loan applications.
Ensure data is in line with national and local financial rules.
Monitor and report on application processes.
Inform clients about loan approval or rejection.
Help resolve problems with applications.
Research new Home loan policies.
Ensure compliance with privacy laws and confidentiality policies throughout the process.
Ensure timely disbursements of the loan amounts
Need great skills with Excel and G sheet.
Follow up needs to be robust and need to have great communication skills.
Management is the key as you may be needed to manage up to 100 cases at anytime.
Any additional role or responsibility added during your employment by your senior management needs to be
followed to its full capacity.
Your Targets Performance will be evaluated every month. There will be 3 warnings with regards to your
performance and thereafter the management will take a decision on deduction of salary or termination of
your employment.
loan application processing,problem resolution,client interviews,financial analysis,tat,home loans expertise,performance management,data management (excel, g sheet),compliance monitoring,policy research,dsa,communication skills,crm,crm management,loan
Employment Type
Full Time
Key Skills
- Dhcp
- Food Technology
- AIX
- Equity Research
- Audio Visual
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