Weekday AI
Finance / FinServ
LoanOfficer
Neural analysis suggests this role is
optimal for Mid candidates.
“Loan Officer at Weekday AI. Skills: loan and subsidy consulting services, end-to-end coordination of loan cases, leading a small team, client servicing, managing relationships with clients and financial institutions, overseeing documentation and compliance, timely processing of loan applications. Oversee day-to-day branch operations, ensuring efficient handling of loan and subsidy cases. Coordinate with clients for lead follow-ups, document collection, and onboarding”
What You'll Achieve.
ensuring smooth client servicing; ensuring timely processing of loan applications; critical to business growth and customer satisfaction; achieving targets
Industry & Context.
Problem-solving mindset with a focus on achieving targets; Identify bottlenecks in the process and implement solutions to improve efficiency
What They're Looking For.
Must Have
2–3 years of experience in loan consultancy, banking, or financial services, Basic understanding of MSME or industrial loans and subsidy processes, coordination and team management skills, Ability to work closely with banks, clients, and internal teams, Good communication skills in Gujarati and Hindi, Detail-oriented approach to documentation and compliance, Problem-solving mindset with a focus on achieving targets, Ability to manage multiple cases simultaneously in a fast-paced environment
What You'll Do.
Oversee day-to-day branch operations
ensuring efficient handling of loan and subsidy cases
Coordinate with clients for lead follow-ups
Liaise with banks and financial institutions to facilitate loan approvals and disbursements
Monitor and manage the loan pipeline
tracking progress from application to closure
Supervise and guide field marketing teams to drive lead generation and conversions
Ensure accuracy in documentation and adherence to compliance requirements
Maintain relationships with clients to ensure smooth servicing and repeat business
Identify bottlenecks in the process and implement solutions to improve efficiency
Support business growth initiatives through effective coordination and execution
How You'll Work.
Team & Collaboration
managing relationships with clients and financial institutions; Ability to work closely with banks, clients, and internal teams; Supervise and guide field marketing teams
Communication Scope
Good communication skills in Gujarati and Hindi
Process & Methodology
Monitor and manage the loan pipeline, tracking progress from application to closure, Identify bottlenecks in the process and implement solutions to improve efficiency
Full Job Description
**This role is for one of the Weekday's clients** **Salary range: Rs 300000 - Rs 600000 (ie INR 3-6 LPA)** Min Experience: 2 years Location: Surat JobType: full-time We are looking for a Loan Supervisor to manage and drive branch-level operations for loan and subsidy consulting services. This role is ideal for a proactive professional who can handle end-to-end coordination of loan cases while leading a small team and ensuring smooth client servicing. You will be responsible for managing relationships with clients and financial institutions, overseeing documentation and compliance, and ensuring timely processing of loan applications. The role combines operational execution with team supervision, making it critical to business growth and customer satisfaction. **Requirements** **Key Responsibilities** * Oversee day-to-day branch operations, ensuring efficient handling of loan and subsidy cases * Coordinate with clients for lead follow-ups, document collection, and onboarding * Liaise with banks and financial institutions to facilitate loan approvals and disbursements * Monitor and manage the loan pipeline, tracking progress from application to closure * Supervise and guide field marketing teams to drive lead generation and conversions * Ensure accuracy in documentation and adherence to compliance requirements * Maintain strong relationships with clients to ensure smooth servicing and repeat business * Identify bottlenecks in the process and implement solutions to improve efficiency * Support business growth initiatives through effective coordination and execution **What Makes You a Great Fit** * 2–3 years of experience in loan consultancy, banking, or financial services * Basic understanding of MSME or industrial loans and subsidy processes * Strong coordination and team management skills * Ability to work closely with banks, clients, and internal teams * Good communication skills in Gujarati and Hindi * Detail-oriented approach to documentation and compliance * Probl
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