Accounts Operations Executive

Accounts Operations Executive
Location: Pune
Experience: 13 Years
Job Type: Full-Time / Permanent

Job Summary:
We are looking for a detail-oriented Accounts Operations Executive to manage file processing, documentation, bank/NBFC coordination, associate onboarding, disbursement tracking and operational follow-ups.

Key Responsibilities:

• Handle loan/file processing from login to sanction and disbursement.

• Verify KYC, income, property and other required documents.

• Coordinate with banks, NBFCs, credit teams and relationship managers.

• Track file status, pending queries, sanctions and disbursements.

• Resolve documentation queries and ensure timely follow-ups.

• Coordinate associate onboarding and maintain CRM records.

• Maintain daily trackers, MIS and operational reports.

• Coordinate with Accounts for commission and disbursement-related information.

Required Skills:
Loan Processing, Banking/NBFC Operations, Documentation Verification, KYC, Bank Coordination, Query Resolution, Disbursement Tracking, CRM, MIS, Excel and strong follow-up skills.

Preferred: Candidates from Banks, NBFCs, Housing Finance, Home Loans, Mortgage, DSA/Channel Partner or Real Estate Finance backgrounds.

Qualification: Graduate in any discipline; B.Com/BBA/MBA/Banking & Finance preferred.