Job Description
Key Responsibilities
- Student Engagement: Proactively contact new leads, assess financial needs (fees, living, visa funds), and clearly explain loan options, eligibility, and terms.
- Application Facilitation: Pre-qualify students, provide comprehensive document checklists, and assist in secure document collection and initial review for completeness and accuracy.
- File Management: Assemble, log, and submit accurate loan files to partner vendors, ensuring all details are recorded in the LMS.
- Ongoing Support: Act as the main liaison between students and lenders, tracking application status, expediting processes, and providing timely updates.
- Issue Resolution: Efficiently address student queries, escalate complex issues to the Team Lead, and guide students through sanction letters and loan disbursal.
- Record Keeping: Maintain meticulous, up-to-date records in the LMS and contribute to daily/weekly reports.
Qualifications
- Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field.
- Experience: 1-3 years of experience in loan processing, financial services, customer support, or a similar role, preferably in the education or study abroad sector.
- Skills:
- Excellent verbal and written communication skills in English.
- Strong interpersonal skills with an ability to build rapport with students and partners.
- Solid understanding of financial documents (e.g., bank statements, IT returns, salary slips).
- Proficiency in using CRM/LMS software and MS Office Suite (Word, Excel).
- Highly organized with strong attention to detail and accuracy.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Problem-solving attitude and a proactive approach to work.
More Info
Key Skills
About Company
Started in 2015, upGrad is one of Asia’s largest integrated Learning, Skilling, and Workforce Development Majors. It offers a range of online & hybrid skilling, pathway and study abroad courses, Certifications, and Bootcamps under its B2C portfolio. It also facilitates top Indian and global universities to offer their Diploma, Master’s and Executive Doctorates. Additionally, select programs are tailored for Enterprise clients under the corporate skilling division, along with other recruitment and staffing services.
Origin: Co-founded by Ronnie Screwvala, Mayank Kumar, and Phalgun Kompall, upGrad was born to bridge the gap between imparting skills and employability, and is committed to providing affordable, accessible and high-quality lifelong learning at scale to millions worldwide. It caters to the end-to-end learning requirements of freshers to seasoned professionals in the age group of 18-60+ years who would use constant learning to enhance their skill sets while also receiving career acceleration.
Impact: To bridge the gap between academia and the industry, upGrad has built an immersive and 360-degree integrated learning solution that rests upon strong pillars like Content, Technology and Deep Personalisation, further accelerating stronger career outcomes for learners. It enjoys a wide brand’s credibility and recall within India Inc. and globally, and continues to command strong course completion rates as high as 80%+ and higher Repeat and Referral rates annually. The skilling major has achieved two consecutive years of remarkable growth, closing FY23 and FY24 with over 55,000 successful career transitions, further establishing the credibility and mettle of the online higher education segment in India and globally.