Job Title : Loan Specialist – MSME Lending
About the Role
We are looking for an experienced
Loan Specialist
to connect MSME borrowers with a wide network of
banks and NBFCs . The role involves understanding borrower requirements, assessing credit eligibility, and matching them with the most suitable loan products — ensuring faster approvals, better loan terms, and high customer satisfaction.
This position combines
sales and credit analysis , involving end-to-end ownership of the loan process — from customer engagement to sanction and disbursement.
Key Responsibilities
Engage with MSME borrowers to understand
funding needs, business goals, and repayment capacity .
Review
credit scores, financial statements, and collateral details
to evaluate loan eligibility.
Recommend suitable
bank or NBFC loan products , optimizing for rate, tenure, and amount.
Coordinate with
relationship managers, underwriters, and lenders
for smooth loan processing.
Act as a
bridge between borrowers and lenders
to resolve issues and ensure clear communication.
Maintain accurate
borrower records in CRM systems
and provide insights for process improvement.
Build long-term borrower relationships through
transparent, trust-based communication .
Required Skills & Qualifications
Experience : 2–5 years in
banking or NBFCs
in a similar role.
Product Knowledge :
Strong understanding of
secured loan products , especially
mortgages
or
loan against property (LAP) .
Technical Skills : Ability to read
financial statements
and interpret
credit reports (CIBIL, CRIF, etc.) .
Soft Skills :
Excellent communication, persuasion, and analytical skills.
Mindset :
Customer-centric, detail-oriented, and comfortable in a
tech-enabled, fast-paced lending environment .
Job Details
Industry :
Financial Services / Banking / FinTech / Lending
Functional Area :
Sales, Credit, and Loan Processing
Employment Type : Full-time
Number of Openings : Salary Range :
₹30,000 – ₹70,000 per month (Gross)
Work Location : New Delhi
Sales Manager • India