Sales Coordinator
Swaraaj Consultancy
NewOpen
Job Summary
The LAP Sales Coordinator acts as the central link between the field sales team, credit department, operations, and customers. The primary goal is to accelerate loan disbursements by managing documentation, tracking file statuses, and resolving processing bottlenecks.
Key Responsibilities
- File Management: Review login files for completeness. Ensure all KYC, financial, and property documents are present.
- System Data Entry: Log customer details and loan requirements accurately into the company’s CRM or Loan Management System (LMS).
- Internal Coordination: Liaison daily with the Credit, Legal, and Valuation teams to clear queries and speed up approvals.
- Sales Team Support: Provide real-time updates to sales managers regarding file status, pending documents, and approvals.
- Customer Communication: Inform customers about missing documentation and guide them through the verification process.
- MIS & Reporting: Maintain daily, weekly, and monthly reports on logins, sanctions, and final loan disbursements.
Required Skills & Qualifications
- Education: Bachelor’s degree in Business, Commerce, Finance, or a related field.
- Experience: 1 to 3 years of experience as a coordinator in secured loans (LAP or Home Loans).
- Technical Skills: Proficiency in MS Excel (VLOOKUP, Pivot Tables) and experience using CRM/LMS platforms.
- Industry Knowledge: Basic understanding of mortgage documentation, property titles, and mortgage valuation processes.
- Soft Skills: Strong multitasking abilities, excellent verbal communication, and sharp attention to detail.
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