Mahila Success Officer - Underwriting Support

Mahila Success Officer - Underwriting Support @ Mahila Money
Capital Solutions For Women Entrepreneurs
Mahila Money is a full stack financial products and services platform offering capital solutions for
women entrepreneurs in India. Mahila Money specialises in offering loans to women who want to
grow their own business along with financial literacy resources and community to achieve their
financial goals. The Mahila Money ecosystem is committed towards supporting women’s business
growth and increasing their contribution to the GDP by becoming the largest source of productive
credit-backed capital for women in business, bridging women’s growth aspirations by unlocking a
wealth of diverse yet tailormade financial opportunities.
We aim at enabling women to achieve financial independence through its neo-banking platform.
Create a safe space for her to take charge of her own money, her own business. Develop a community
first financial platform that simplifies financial jargons, becomes a go to resource for all things
business and removes a woman’s inhibitions with respect to wealth management. On our journey, we
are looking for highly motivated, passionate and analytical people to develop Mahila Money.
Mahila Money is looking for a motivated and detail-oriented Mahila Success Officer to provide
exceptional support to our underwriting team. This role is crucial in ensuring that our customers have
a seamless experience when navigating the end to end loan application process. The ideal candidate
will have strong communication skills, a customer-centric approach, and a basic understanding of
financial services, particularly customer service & underwriting.
Job Title: Mahila Success Officer - Underwriting Support
Location: Remote
Company: Mahila Money
Department: Mahila Success Team
Reports to: Team Leader - Mahila Success
Key Responsibilities:
● Customer Interaction:
○ Call the loan applicants and conduct the end to end verification and underwriting
processes via phone, email, and chat.
○ Guide customers through the necessary steps required for loan application,
verification, ensuring they understand all documentation and requirements.
○ Provide timely and accurate information to customers, addressing their questions and
concerns with professionalism and empathy.
● Underwriting Support:
○ Collaborate with the underwriting team to gather and verify required customer
information and documentation.
○ Assist in reviewing customer applications for completeness and accuracy before
submission to the underwriting team.
○ Communicate underwriting decisions and next steps to customers, ensuring clarity
and understanding.

○ Have experience of working closely with underwriting team and knows the deeper
level processes and requirements.
○ Can take up first level of underwriting checks like delinquencies, current debt
structure, revenue & profit numbers, document verification, FOIR, etc.
○ Talk to the applicants to get clarifications for points identified during underwriting
requiring further explanation.
● Issue Resolution:
○ Handle and resolve customer issues related to underwriting, escalating more complex
cases to the appropriate team members when necessary.
○ Follow up with customers to ensure their concerns are addressed promptly and
satisfactorily.
● Data Management:
○ Accurately enter and update customer information in the CRM and underwriting
systems.
○ Maintain thorough and organized records of customer interactions and transactions.
● Process Improvement:
○ Provide feedback to the Team leader on recurring customer issues or process
inefficiencies.
○ Suggest and implement improvements to customer service procedures to enhance
the customer experience.
Qualifications:
● Education:
○ Bachelor’s degree in Business Administration, Finance, or a related field. A master’s
degree is preferred.
● Experience:
○ 4-5 years of experience in a customer service role, preferably within the financial
services industry.
○ Basic understanding of underwriting processes is a plus.
● Skills:
○ Strong communication skills, both verbal and written.
○ Excellent problem-solving abilities and attention to detail.
○ Proficiency in customer service software, CRM systems, and basic office applications
(e.g., Microsoft Office).
○ Ability to work independently and as part of a team.
○ You have high accountability and enjoy working in an entrepreneurial setup with
multiple deliverable in a fast paced environment
○ You have high empathy to think from a user’s perspective
If you are passionate about fintech innovation and possess the skills and experience required for this
role, we invite you to join our dynamic team and contribute to the success of our exciting journey. To
apply for the role, write to us at tat@mahila.money
Visit our website to know more - www.mahila.money
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