Customer Fulfillment Executive

Tasks

• Collect verify and prepare loan documentation
• Coordinate online booking calendar
• Escalate compliance and risk issues
• Handle loan closing administration
• Maintain accurate customer records in CRM
• Manage customer loan application inquiries
• Navigate internal systems and customer accounts
• Perform lead verification and qualification
• Prepare loan agreements in system
• Provide customer support across phone email and digital channels
• Resolve customer issues with first contact resolution
• Resolve documentation errors and discrepancies
• Review applications for completeness and accuracy
• Schedule customer appointments
• Verify document authenticity for fraud prevention

Perks/Benefits

• N/A

Skills/Tech-stack

Appointment Scheduling | CRM | Customer Relationship Management | Customer relationship | Customer support | Data entry | Document verification | Fraud Prevention | Loan documentation | Multitasking | Regulatory Compliance | Relationship Management | Risk Management | Salesforce | Zendesk