Documentation Executive

Role Overview

We seek a responsible and proactive Documentation Executive to assist with our home loan and financial services operations. This role involves managing the collection, delivery, organization, and follow-up of customer and bank-related paperwork efficiently.

Primary Duties

• Gather loan and property-related documents directly from customers.
• Visit banks, financial institutions, government offices, builders, and housing societies for submitting documents and obtaining acknowledgements.
• Submit and retrieve documents, official letters, cheques, and related papers as needed.
• Coordinate closely with customers and internal teams to track and obtain outstanding documents.
• Inspect, organize, file, and safeguard original documents carefully.
• Maintain up-to-date records of all documentation collected and submitted.
• Conduct follow-ups on pending documents and relay updates to relevant team members.
• Provide assistance with scanning, photocopying, printing, and uploading documentation when required.
• Handle all confidential customer and financial information with strict confidentiality and care.
• Be prepared to travel locally and perform outdoor assignments daily.

Candidate Profile

• Minimum educational qualification: 12th standard pass; graduates preferred.
• Basic understanding of document handling and common office processes.
• Capable of polite communication with customers and banking officials.
• Familiarity with WhatsApp, email, scanning procedures, and smartphone applications.
• Strong organizational abilities and follow-up skills.
• Attributes: honesty, responsibility, punctuality, and reliability.
• Must be able to travel independently for field tasks.
• Possession of a two-wheeler vehicle is preferable.