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About the Company
PrePost is a financial solutions company simplifying home loans and empowering homebuyers with transparency and informed decisions. Partnered with 50+ banks and NBFCs across India, we match customer requirements with tailored loan options, ensuring clarity and ease at every step. At PrePost, our mission is to transform home buying into a transparent and rewarding experience for all.
About the Role
We are looking for a detail-oriented Operations Executive to own the backend of every loan case at PrePost. Once a customer is qualified and documents are collected by the Sales team, you take over — verifying documents, coordinating login with banks, tracking the file through every stage, and ensuring disbursal happens on time.
This is a high-responsibility role. You are the bridge between PrePost and its banking partners. Your discipline and attention to detail directly determines how fast our customers get their loans disbursed.
Key Responsibilities
Document Verification
- Receive document sets from the Sales Executive and verify against the bank-specific checklist
- Identify missing, incorrect, or expired documents immediately
- Coordinate with the Sales Executive to get gaps filled before login
- Ensure zero incomplete files are submitted to any bank
Loan Login & Bank Coordination
- Prepare and submit complete loan files to the assigned bank/NBFC
- Maintain direct working relationships with bank operations managers and RMs
- Follow up with the bank at every stage — login acknowledgement, technical, legal, valuation, sanction
- Resolve bank queries — income queries, property queries, legal objections — by coordinating with the customer and team.
Pipeline Tracking
- Maintain real-time status of every active loan case in system
- Ensure no case is forgotten or delayed due to missed follow-up
Disbursal Coordination
- Coordinate all post-sanction formalities
- Update disbursal details fields in system immediately after disbursal
Compliance & Records
- Maintain a clean, organized digital record of every loan file
- Ensure all bank submissions comply with PrePost and bank policy guidelines
- Report daily case status
What We Are Looking For
- 1–3 years experience in loan processing, banking operations, NBFC back-office, or loan DSA operations
- Working knowledge of Home Loan documentation — property documents, income documents, KYC
- Experience dealing directly with bank RMs or operations teams preferred
- Extremely organized — able to manage 15–20 active files simultaneously
- Strong written communication for email coordination with banks
- Pune-based and available for in-office work
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