Neha Kushwaha
Gurgaon
Summary
Banking and operations professional with 3 years of experience in home loan processing, including lead handling, documentation collection, coordination with bank teams, and managing cases from login to final disbursement. Experienced in working with customers, channel partners, and financial institutions PSU banks, private banks, NBFCs to ensure smooth case movement and timely resolution of discrepancies. Strong exposure to loan documentation, banking processes, and execution within TATs. Seeking to leverage this experience in a Credit Manager / Credit Operations role.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Relationship Manager
BASIC Home Loan
Gurgaon
09.2025 - 07.2026
- Managed end-to-end home loan cases from lead sourcing, customer onboarding, document collection (KYC, income documents, bank statements) to login, processing, sanction coordination and final disbursement support.
- Coordinated with customers, channel partners (agents), and bank credit/operations teams to ensure complete documentation, resolve queries, and facilitate smooth case movement within defined TAT.
- Managed 50+ loan files, tracking cases, following up, and coordinating login status, sanction updates, and disbursement readiness; supported agent onboarding, payout coordination, and post-login servicing.
- Collaborated with major banking partners including SBI, Axis Bank, PNB, Canara Bank, and ICICI Bank, enhancing understanding of public sector banks, private banks, and NBFC processes and credit workflows.
Client Relationship Manager
Ace Vision financial services
Noida
01.2024 - 06.2025
- Accelerated lead generation and conversions for home loans while managing client servicing and relationships to enhance customer satisfaction.
- Coordinated KYC and document verification processes with leading banks including SBI, HDFC, Axis, and PNB.
Maintained MIS reports to support efficient processing and compliance.
Streamlined document verification workflows to enhance operational effectiveness. - Successfully managed documentation for 100+ clients with 100% accuracy.
- Coordinated KYC and document verification processes with leading banks including SBI, HDFC, Axis, and PNB.Maintained MIS reports to support efficient processing and compliance.Streamlined document verification workflows to enhance operational effectiveness.
- Compiled and organized MIS reports to facilitate data analysis and support decision-making.
Executive administrator
Ajeo Testing Lab and Consultancy LLP
Ghaziabad
07.2022 - 10.2023
- Delivered comprehensive administrative support to senior management, effectively coordinating multiple tasks to enhance workflow.
- Coordinated phone/email communication, maintained file systems, arranged travel, and scheduled appointments to ensure smooth operations.
- Prepared expense reports, organized meetings, and scanned documents to streamline administrative processes.
Education
B.Com (Hons.) -
University of Delhi
Delhi08-2025
Higher Secondary Education - Commerce
JKG School
Ghaziabad07-2021
Skills
- Loan Processing & Documentation
- KYC & Compliance Verification
- Banking & Lender Coordination
- Bureau Report (CIBIL) Analysis DSCR & LTV Evaluation Income and Eligibility Assessment
- Advanced MS Excel (Pivot Tables, VLOOKUP/XLOOKUP)
Certification
- Credit Risk Management Certificate - Learntube
Timeline
Relationship Manager
BASIC Home Loan
09.2025 - 07.2026
Client Relationship Manager
Ace Vision financial services
01.2024 - 06.2025
Executive administrator
Ajeo Testing Lab and Consultancy LLP
07.2022 - 10.2023
B.Com (Hons.) -
University of Delhi
Higher Secondary Education - Commerce
JKG School