Verified Job
Accounting - Finance
Customer Service Manager CLAP
Accounting - Finance
#234463
Remote / WFH
Job Description
Job Purpose:-
Job starts with verification of KYC & bureau reports for pre login cases and ensure the proposals are logged in as per the login checklist. Initiation and follow-up with legal & technical vendors for getting the reports on time. Also responsible for post sanction documentations as per the disbursement checklist and sending these files to operations team for storage post disbursement.
Key Accountabilities:-
Verification of files including KYCs (Completeness and authenticity) - Maker
Initiation of checks (CERSAI, Fraud, Legal, technical and KYC) prior to assessment by credit underwriter
Bureau Trigger
Preparation of assessment and credit templates
Coordination with third party vendor for reports as per SLA
Storage of Credit file at the Hub
Pricing approvals
Handover of Credit file to Credit underwriter for decisioning
Check completeness of Post sanction documentation
Ensure receipt of title documents and vetting completion by external lawyer
Share soft copes of Post sanction documentation with Central Operations for disbursal
Send credit files to central Operations for Storage
Handle post onboarding customer service request by co ordinating with branches.
Job Duties & responsibilities :-
Initiation of bureau checks before login stage.
Verification of login documents as per login checklist.
Initiation of CERSAI, Fraud, Legal & technical once the file is logged in.
Preparation of credit tools for assessment.
Follow-up with vendors for getting the reports on time.
Handover of Credit file to Credit underwriter for decisioning
Ensure receipt of title documents and vetting completion by external lawyer
prepares the disbursal documents in coordination with centralized operations and send back to Branch for execution for Sanctioned cases.
Submit post sanction documentation as per the operations checklist to Central Operations for disbursal.
Education / Preferred Qualification:-
Graduation / Post Graduation
Core Competencies:-
Knowledge on Credit Tools
Understanding on Legal & Technical reports.
Vendor management
Asset Operations
Strategy and Planning.
Technical Competencies:-
Ability to learn and use of Bank’s internal software
Proficiency in use of MS Word, Excel, Powerpoint, Outlook
Primary Location: India-Tamil Nadu-Chennai Main-eLVB
Job: Customer Service
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Sep 15, 2026, 1:20:14 AM
Job starts with verification of KYC & bureau reports for pre login cases and ensure the proposals are logged in as per the login checklist. Initiation and follow-up with legal & technical vendors for getting the reports on time. Also responsible for post sanction documentations as per the disbursement checklist and sending these files to operations team for storage post disbursement.
Key Accountabilities:-
Verification of files including KYCs (Completeness and authenticity) - Maker
Initiation of checks (CERSAI, Fraud, Legal, technical and KYC) prior to assessment by credit underwriter
Bureau Trigger
Preparation of assessment and credit templates
Coordination with third party vendor for reports as per SLA
Storage of Credit file at the Hub
Pricing approvals
Handover of Credit file to Credit underwriter for decisioning
Check completeness of Post sanction documentation
Ensure receipt of title documents and vetting completion by external lawyer
Share soft copes of Post sanction documentation with Central Operations for disbursal
Send credit files to central Operations for Storage
Handle post onboarding customer service request by co ordinating with branches.
Job Duties & responsibilities :-
Initiation of bureau checks before login stage.
Verification of login documents as per login checklist.
Initiation of CERSAI, Fraud, Legal & technical once the file is logged in.
Preparation of credit tools for assessment.
Follow-up with vendors for getting the reports on time.
Handover of Credit file to Credit underwriter for decisioning
Ensure receipt of title documents and vetting completion by external lawyer
prepares the disbursal documents in coordination with centralized operations and send back to Branch for execution for Sanctioned cases.
Submit post sanction documentation as per the operations checklist to Central Operations for disbursal.
Education / Preferred Qualification:-
Graduation / Post Graduation
Core Competencies:-
Knowledge on Credit Tools
Understanding on Legal & Technical reports.
Vendor management
Asset Operations
Strategy and Planning.
Technical Competencies:-
Ability to learn and use of Bank’s internal software
Proficiency in use of MS Word, Excel, Powerpoint, Outlook
Primary Location: India-Tamil Nadu-Chennai Main-eLVB
Job: Customer Service
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Sep 15, 2026, 1:20:14 AM
