Operations Executive - PDD(Post-Disbursement Documentation)

Job Summary

Key Responsibilities

1. Post-Disbursement Documentation Management

• Validate and verify post-disbursement loan documents as per lender guidelines and compliance requirements.
• Ensure completeness and accuracy of all submitted documents.
• Track pending PDD cases and follow up with relevant stakeholders for closure within defined timelines.
• Maintain proper documentation records for audit and compliance purposes.

2. Lender Portal & System Operations

• Upload and manage documents on lender portals and internal systems.
• Monitor PDD status and ensure timely updates across platforms.
• Coordinate with lenders for discrepancy resolution and document clarifications.
• Ensure adherence to lender SLAs and operational timelines.

3. MIS & Reporting

• Maintain daily MIS reports related to PDD status, pending cases, and closures.
• Prepare and share weekly/monthly reports with lenders and internal stakeholders.
• Update operational trackers and maintain accurate database records.

4. RC, NOC & Loan Closure Coordination

• Handle RC extraction and verification processes.
• Coordinate for NOC collection and loan closure documentation.
• Ensure smooth processing of foreclosure and closure-related activities.
• Resolve documentation gaps and operational discrepancies proactively.

5. Stakeholder Coordination

• Work closely with sales, operations, lenders, and customers for documentation completion.
• Follow up regularly on pending cases to minimize delays.
• Support internal and external audit requirements by providing required documentation and reports.

Required Skills & Qualifications

• Bachelor’s degree in any discipline.
• 1–4 years of experience in loan operations, PDD, documentation, or backend financial operations.
• Experience handling lender portals and loan documentation processes.
• Good understanding of compliance and operational workflows in NBFC/BFSI environments.
• Strong MS Excel and MIS reporting skills.
• Excellent attention to detail and organizational abilities.
• Good communication and coordination skills.

Preferred Skills

• Experience in vehicle loans, EV loans, or retail lending operations.
• Knowledge of RC handling, NOC processing, and loan closure procedures.
• Familiarity with audit and compliance documentation standards.

Key Competencies

• Attention to detail
• Ownership mindset
• Process-oriented approach
• Time management
• Stakeholder coordination
• Problem-solving ability

Key Deliverables

• Timely closure of pending PDD cases
• Accurate documentation and lender compliance
• Updated MIS and operational reports
• Error-free portal updates and document uploads
• Audit-ready documentation records

This Operations Executive role handles post-disbursement documentation for loan cases, from document verification and lender-portal updates to pending-case follow-up and closure coordination. The work also includes MIS reporting, operational recordkeeping, and support for lender compliance and audit readiness.

Role at a glance

Skills mentioned

What you will likely work on

• Check post-disbursement loan documents for completeness, accuracy, and alignment with lender requirements.
• Upload documents to lender portals and internal systems, and keep case statuses current.
• Track pending PDD cases and coordinate follow-ups to resolve discrepancies and meet timelines.
• Maintain daily trackers, operational records, and MIS reports; share periodic updates with lenders and internal stakeholders.
• Coordinate RC verification, NOC collection, foreclosure, and loan-closure documentation.
• Work with sales, operations, lenders, and customers to complete documentation and support audit requests.

Good fit signals

• Has 1–4 years of experience in loan operations, PDD, documentation, or backend financial operations.
• Has worked with lender portals and loan-documentation processes.
• Can use MS Excel and prepare MIS reports accurately.
• Brings careful organization, follow-through, and clear coordination across internal teams, lenders, and customers.
• Vehicle, EV, or retail lending exposure and knowledge of RC, NOC, or closure processes are helpful, not required.