69 Credit Documentation Jobs - Page 3

As a Loan Syndication Officer based in Dalhousie, Kolkata, your primary responsibility will be to assist in structuring loan deals that align with client needs and current market conditions. This will involve preparing and reviewing term sheets and credit documentation, as well as developing marketing materials and distributing loans to various participating banks. In this role, you will be expected to manage relationships with lenders and institutional investors, ensuring smooth coordination throughout the end-to-end execution of syndicated loan deals - from negotiations to closing. It will also be crucial to maintain compliance with regulatory requirements and internal policies, while keep...

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

Role & responsibilities CCSU unit will serve Corporate clients of Branches in Western Mumbai side , enjoying limits more than 10 Crs (Sister/Associate concerns of these Corporate clients enjoying limits of lesser amount, will also be served by CCSU). CCSU will serve these corporate clients in: Renewal of limits for existing Corporate Clients. Fresh Sanction Issuance of sanction letter, obtaining of compliance and co-ordination with legal and PSM Cell. Processing request of the borrower for Ad-hoc limits. Monitoring of Accounts. Document maintenance. Visit to units and offices of clients. Follow up for their request with CCC, PSM, Legal and any other department of the Bank. Attending / Arrang...

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new cl...

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

About this role: Wells Fargo is seeking a Trade Services Associate In this role, you will: Provide support in retention of existing clients and referral of international banking issues within trade services Issue, advise and direct collections in accordance with Trade Services standards Amend letters of credit and process documentation Identify opportunities for growth opportunity through client referrals Receive direction from leadership while developing understanding of trade services, policies, and procedures Process complex letters of credit documentation Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 6+ months of...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books o...

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for d...

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for d...

Credit Administration Department (CAD) is the unit tasked with managing the end-to-end post-sanction process for Wholesale Lending Business. Credit Administration Department is responsible for ensuring that the required legal / regulatory stipulated documentation duly executed are in place and underlying security is perfected to enable the Borrower to commence the borrowing. CAD team also ensures that Credit conditions stipulated are complied with, all ongoing monitoring items and deferrals are tracked for adherence by the specified timelines. It is therefore critical that team not only understands the terms of sanction but is also familiar with Banks internal credit policies and Legal / Reg...

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day...

provide legal support to the various business verticals of the Bank on vetting, drafting and negotiating credit facility, security documents to safeguard the interest of the Bank ensure legally secure documentation for the credit transactions Required Candidate profile Drafting of various credit dept agreements and deeds such as loan agreements, mortgages, hypothecation, pledge, guarantees, credit facility agreement, indemnity, affidavit etc. Perks and benefits Profiles from LEGAL firms exp to Banking clients

Role & responsibilities Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loa...

Key Responsibilities: Loan Application Review : Ensure loan applications and documents are accurate, complete, and comply with guidelines. Credit Risk Analysis Support : Assist in evaluating creditworthiness and conduct due diligence on borrowers. Documentation and Agreement Handling : Draft, execute, and store loan agreements and collateral documentation. Disbursement Processing : Coordinate timely loan disbursements and ensure pre-disbursement formalities are met. Post-Disbursement Monitoring : Track loan repayments, follow up on overdue payments, and ensure recovery compliance. Compliance : Ensure adherence to legal, regulatory, and internal policies. Customer Service : Address customer q...

Basic Section No. Of Position 1 Grade NA Level Analyst, Credit Organisational BUSINESS Birla Pivot BUSINESS_UNIT-1 Birla Pivot BUSINESS_UNIT-2 Birla Pivot BUSINESS_UNIT-3 Birla Pivot DEPARTMENT-1 Birla Pivot Partners Country India State Karnataka Worksite Bangalore Industry -- Function Strategy & Planning Skills Skill Underwriting Unsecured Loan Minimum Qualification Bachelor Of Commerce (Honours) CERTIFICATION No data available About The Role Conduct comprehensive credit analyses and assessments to evaluate borrower creditworthiness, support informed lending decisions, and ensure the maintenance of a high-quality books of accounts. Key Responsibilities Credit Assessment: Analyse credit appl...

Roles and Responsibilities Manage credit administration, including loan processing, disbursement, and documentation. Oversee working capital management and ensure timely repayment of loans. Coordinate with internal teams for smooth execution of credit operations. Ensure compliance with regulatory requirements and maintain accurate records. Analyze financial data to identify trends and areas for improvement. Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid se...

Role & responsibilities : Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC.

We are hiring loan operations manager for one of leading NBFC . To Manage the frontend operations for loan disbursal, and investor onboarding. Manage backend operations team for borrower allocations & dashboards.. Required Candidate profile Understanding and expertise on backend and frontend operations of loan systems – LOS & LMS Understanding of Digital Loan systems with relevant liabilities/NBFC experience. Graduates Age below 30 year

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for d...