Loan Processing Executive Jobs in Coimbatore Private Bank

📋 Job Description

Jobzi is sourcing qualified candidates for Loan Processing Executive positions in Coimbatore's private Private Bank sector. This is a full-time opportunity with a reputed Banking and Financial Services employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Receive and check loan application dossiers from sales teams for completeness and document correctness.
• Verify KYC documents, income proofs, and property papers against bank checklists and RBI norms.
• Enter loan application details in the core banking or loan origination system accurately.
• Coordinate with the credit appraisal team, legal department, and technical valuers for loan processing milestones.
• Prepare loan sanction letters, facility letters, and disbursement vouchers upon credit approval.
• Ensure loan disbursements are executed within the committed turnaround time and compliance guidelines.
• Maintain loan files and documentation in an organised manner for audit and regulatory review.

🎓 Qualifications and Requirements

• Graduate in Commerce or any discipline from a recognised university.
• Zero to three years of experience in loan processing, banking back office, or document verification.
• Strong attention to detail for checking document completeness and accuracy.
• Knowledge of KYC norms, income document types, and basic credit appraisal terminology.
• Proficiency in data entry and core banking system or loan origination system usage.
• Ability to manage multiple loan files simultaneously and meet disbursement turnaround targets.
• Prior experience in home loan, personal loan, or any retail asset processing is an advantage.
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

JAIIB (Junior Associate of the Indian Institute of Bankers) and CAIIB (Certified Associate of the Indian Institute of Bankers) for bank employees; IRDA certification for bancassurance roles; AMFI (Association of Mutual Funds in India) certification for wealth management and investment product sales; NISM (National Institute of Securities Markets) certifications for securities-related roles; KYC/AML certification for compliance roles; Certified Credit Professional (CCP) for credit analysts; CFP (Certified Financial Planner) for wealth management roles