About the role
MoneyKarma is Indias fastest-growing AI-powered home loan platform. But great products only get families home if every loan actually closesand that requires a relentless focus on documentation, follow-ups, and the credit conversation.
Backed by institutional investors and built by a team combining Stanford pedigree with deep India market expertise, MoneyKarma is scaling fast.
What You'll Do
- Own the Document Journey: Take every assigned mortgage lead from first contact to file submission. Identify exactly what's needed for each customer profile and build a clean, complete file.
- Convince and Coach Customers: Customers don't always understand why we need every document. You'll explain, reassure, and persuade—turning reluctance into cooperation without losing the relationship.
- Run the Internal Loan System: Upload, tag, and organize documentation in our internal platform. Maintain pristine records so the credit team has everything they need on the first review.
- Liaise with Credit: Hand off files to the credit team and stay close as they review. When pendencies are raised, translate them into clear customer asks and resolve them quickly.
- Close the Loop on Pendencies: Re-engage customers when credit needs additional information, clarifications, or corrected documents. Keep momentum so files don't stall.
- Ensure Disbursal: Track each file through processing, sanction, and disbursal. Be the single point of accountability that both the customer and the credit team can rely on.
- Be the Voice of the Customer: Surface friction points, recurring document gaps, and process pain back to the operations and product teams so we keep getting better.
Requirements
Who You Are Required
- Min 1 year of experience in Telecalling
- Excellent written and oral communication in English and Hindi—you can hold a confident conversation with both a young salaried customer and a senior credit officer.
- Strong working knowledge of Microsoft Word and Excel, plus comfort picking up new internal tools and loan management systems.
- Mumbai-based, this is an in-office role with proximity to our credit and operations teams.
- Organized, detail-obsessed, and unflustered by follow-ups—you treat a pending document like an open ticket until it's closed.