Associate Process Specialist / Process Specialist (Loans)

Key Responsibilities
Analyze financial statements, bank statements, and client profiles
Review loan files as per credit policies of various banks
Check documentation completeness and highlight discrepancies
Coordinate with sourcing teams, channel partners, and clients for required documents
Prepare loan eligibility and credit assessment workings
Ensure timely login of cases and follow-up with banks for approvals
Manage disbursement documentation and coordinate for smooth loan disbursal
Track cases and ensure timely processing at every stage
Eligibility Criteria
Experience: 1 7 years in finance, accounting, or loan processing roles
CA aspirants / dropouts with articleship experience preferred
Prior experience with CA firms or financial documentation is an advantage
Strong analytical and numerical skills
Understanding of financial documents (ITR, GST returns, balance sheet, PL, etc.)
Ability to multitask and work under pressure

Location Requirement
Candidates based within 1 1.5 hours travel distance from Patel Nagar, New Delhi will be preferred.
Interested candidates can apply by sharing their updated resume.