122 Lending Operations Jobs - Page 5

Grad/Post Grad Min 10+ Yrs exp wholesale lending 3-5 Yrs as Team Lead Skills- Loan operations. Loans syndication, LoanIQ, ACBS, WSO, Loan Servicing UK Shift 5 Days working 2 off Both way cab Noida Female Candidate Only Contact@9220771924 Akanksha

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in business development. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in business development or sales. Strong knowledge of financial products and services, including banking and lending operations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly skilled and experienced Legal Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 3-3 years of experience in the BFSI industry. Roles and Responsibility Handle legal matters related to banking operations and transactions. Draft, review, and negotiate contracts and agreements with clients and vendors. Provide legal advice on regulatory compliance and risk management. Conduct legal research and analysis to support business decisions. Collaborate with internal stakeholders to resolve legal issues and disputes. Develop and implement legal strategies to mitigate risks and protect the bank's interests. Job Requirements Strong knowledge of banking laws and regulations. Excellent drafting and negotiation skills. Ability to analyze complex legal issues and provide sound advice. Good communication and interpersonal skills. Experience working in the BFSI industry is preferred. Strong attention to detail and organizational skills.

We are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-6 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services. Provide excellent customer service and resolve issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Strong knowledge of financial products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Proficient in using technology and software applications to manage customer interactions and transactions. Ability to adapt to changing circumstances and priorities.

We are looking for a highly motivated and experienced Business Development Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing clients to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven experience in business development or sales management in the BFSI industry. Strong understanding of financial products and services, including banking and lending operations. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and as part of a team to achieve common goals. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly motivated and experienced Business Development Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1 to 6 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets and expand the customer base. Build and maintain strong relationships with existing clients to increase loyalty and retention. Identify new business opportunities and generate leads through networking, referrals, and market research. Collaborate with cross-functional teams to develop and launch new products and services. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven experience in business development or sales management in the BFSI industry. Strong understanding of financial products and services, including banking and lending operations. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team to achieve common goals. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in a similar role. Strong knowledge of financial products and services, including banking and lending operations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

What Youll Do As an Analyst, you'll work closely with our Capital Consultants and play a critical role in powering end-to-end deal execution. Your day-to-day will revolve around building lender-ready profiles, supporting financial analyses, managing key workflows, and keeping our capital engine running smoothly. Key Responsibilities: Compile and validate financial documents and client data. Assist in preparation of deal one-pagers and engagement letters. Maintain clean and updated records in HubSpot. Track deal progress across Spark, Swift, and Scale stages. Support invoicing, collections, and operational tasks with the Ops team. Monitor portfolio performance and generate early warning signals. Liaise with lenders to schedule meetings and manage feedback. Conduct market research and competitor analysis to sharpen deal insights. What Were Looking For 12 years of experience in financial services, fintech, VC, lending, or consulting. Graduate in Finance, Business, Economics, or a related field. Strong analytical, Excel, and research skills. Proactive team player whos eager to learn and execute. Clear communicator with a bias for action and ownership. Familiarity with CRM tools (like HubSpot) is a plus.

opening for Noida location 5 days working EMEA Servicing Team Lead for Wholesale Lending 10+yrs exp required UK Operating Hours Only diversity candidates please share resume on purnima.prometheus@gmail.com or whtsapp on 9220927729

Uploading loan data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements Manage tasks related to warehouse financing in ProMerit as assigned. Required Candidate profile -2 years of experience in warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services.

WORK: Collaborate with teams on fundraising strategies Manage equity portfolio, manage operations & reporting Ensure compliance with regulatory standards Develop funds from Investors for Projects Biz & Project valuation knowledge Good Comm skills Annual bonus Health insurance

About The Role : Job TitleAnalyst/Sr. Analyst (NCT) (ASL Operations) LocationBangalore, India Role Description Our purpose as a business is to be dedicated to our clients lasting success and financial security. We want to be a bank that creates a positive impact for clients, employees, investors, and society. This is made possible by our people. As you'll discover, our culture supports this - diverse, international, and shaped by a variety of different perspectives. We are driven by a shared sense of purpose. At every level agile thinking is nurtured and rewarded with support and provided with opportunities to excel together. Agency Service Lending Operations (ASL Ops) is a process of lending out securities of DB London clients and DB America clients, which is held by the clients custodians as and when instructed. However, for some clients DB is the custodian as well, for rest we provide the services. The Agency lending team is responsible for day-to-day Static, Recon and Cash/Collateral settlements for its onshore partners DBAG, London and DBAG, New York. This team is based in India on 3 locations Jaipur , Pune and Bangalore. The ASL client base is comprised of institutional clients (pension funds, insurance companies, central banks, etc.) which hold large / long balances of these securities. Agency Securities Lending (ASL) is a portfolio management tool that institutional clients can use to generate an attractive risk-adjusted portfolio return on their fixed income and equity portfolios as well as cash positions. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Monitoring of daily exposure management for equity trades for both underlying clients and counterparts. Booking cash collateral in and out from counterparties. Monitoring of same day equity trades ensuring settlement, releasing instructions for same day trades into the market, amending trades as per desk requests, processing of crest loans. Supervision on the aged equity trades to ensure settlement, amending trades as per desk requests, performing reconciliations tasks, processing of crest returns. Monitor all collateral bookings made by Fixed Income and Equity collateral through to settlement. Bond settlements only Daily exposure management for equity trades for both underlying clients and counterparts. Booking collateral in and out from counterparties. Re-allocating between ASL clients Collateral management vs all Triparty Non Cash deals. This includes monitoring the settlement of collateral where we have new deals booked on VD pending release. Collateral management vs all Bi-Lat deals (Cash and NC) on a T+1 basis. Agreeing re-prices with counterparty and ensuring all ASL clients are fully covered. Manage staff on a daily basis, distribute work, assign responsibilities, ensure appropriate staff motivation levels and continuous learning. Effectively manage risk and foster an environment where team is fully aware of Operational Risk management. Cross train available resources to ensure 100% backup within the areas under control Escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business. Your skills and experience Analyst (0-3 years), Senior Analyst (3-7 years) preferably in Banking / Finance Service Industry/Agency Securities Lending Domain knowledge of Settlements / Payments, corporate actions, Cash reconciliation, Billing & Invoice generation, Reconciliation, Loan servicing would be added advantage. Good written & verbal communication skills. MS Office skills (especially MS excel) Ability to provide high transaction productivity and high level of attention to detail. Flexibility to work in shifts. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Job Description for State Operations Manager Job Title State Operations Manager Function / Department Operations Department Head GM, Operations Reporting Manager Regional Operation Manager Ex Key Expectation: Product / policy experience in retail / rural market segment Secured lending exposure will be preferred. Purpose of the Job: This position is responsible to manage different operational activities based out of Rural, Urban & Housing finance branches for the respective State. Operations for Rural branches are handled through Transaction officer who are responsible for below activities. - Loan Booking Process Unsecured Products - Quality Checks - Cash Disbursals & Collections - Payment Application - File Dispatches - Receipt Book Updations Operations for Urban / HFC branches are handled through Booking executives who are responsible for below activities. - Loan Booking Process for Secured Products - Quality Checks - File Dispatches - Legal & Technical review - OTC / PDD monitoring - Monitoring End to End TAT for different processes State Operations manager would be responsible for managing all the above activities with the help of dedicate operation Managers who will be taking care for 10-15 branches. All the branches Transaction officer reports to Operation Manager who further reports to State Operations Manager. The role requires extensive travelling to all the branches for the respective state to manage the Operations officers at each of these branches. Primary responsibilities include: Responsible for appropriate functioning of the overall Operations process at each of the branches allocated. Using Operational expertise through meeting with all key stake holders of the branches. bridging the gaps identified in day to day branch operations by close monitoring and supervision. Review of sample cases on a day to day basis to ensure file quality and compliance to Quality check parameters. Ensuring Operational and Cash management controls are effective across all branches allocated on an ongoing basis. Enforce process discipline and policy compliance in all branches allocated under the clusters. Prevent process deviations by doing root cause analysis and putting in preventive and corrective actions in place. Conducting an audit and ensuring safekeeping / timely dispatch to RMU for Operational records like disbursed files, receipt books, vault registers and other registers maintained by the Transaction officers. Ensuring improvement in the Quality scores of all the branches responsible for and adherence to Operational requirements with ongoing process & system changes. Responsible for measuring productivity of the respective TOs and ensuring adherence to the TAT. Responsible for training, back-up planning, job rotation of the TOs and timely hiring / ensuring low attrition levels. Provide valuable inputs towards system and process changes to eliminate wastage and bring in additional controls. Carry out UATs on system changes and share valuable inputs with Technology teams. Train the Transaction officers for the branches responsible on new products, system and process changes and ensure appropriate training has been imparted before enhancements going live. Describe the KPIs against each perspective PerspectiveKey Performance Indicators Business & Financial Management Ensuring loan booking & payment application within the agreed TAT across all branches in clusters allocated. Internal Control checks & appropriate Record management Compliance to business policies and processes. Operational Loss to be kept at minimal. Customer Focus Consistently meet predetermined metrics to achieve business objectives and customer SLAs. Identify and resolve Operational Issues & problems. Provide strategic guidance to the operations managers / business teams to ensure and improve service delivery People / Team Manage Operations Managers / Transaction officers across all branches for the respective State. Responsible for resolving their day-today issues, back-up planning, job rotation, timely hiring and ensuring low attrition levels. Create a high performance, fair and exciting work environment that provides motivation and development opportunities for the teams Monitor Productivity, errors effectively Attrition within acceptable levels Effective Training Development and delivery Process / Quality Improvement Ensure process discipline and policy compliance across all branches under the clusters allocated. Using Operational expertise and bridging the gaps identified in day to day branch operations by close monitoring and supervision. Review of sample cases on a day to day basis to ensure file quality and compliance to Quality check parameters. Ensuring Operational and Cash management controls are effective across all branches allocated on an ongoing basis. Prevent process deviations by doing root cause analysis and putting in preventive and corrective actions in place. Conducting an audit and ensuring safekeeping / timely dispatch to RMU for Operational records like disbursed files, receipt books, vault registers and other registers maintained by the Transaction officers. Ensuring improvement in the Quality scores of all the branches responsible for and adherence to Operational requirements with ongoing process & system changes. Provide valuable inputs towards system and process changes to eliminate wastage and bring in additional controls. Carry out UATs on system changes and share valuable inputs with Technology teams. SCOPE & DISCRETION (Span of control) Total no. of employees supervised with details GradeO1 04M1 M3SM1 to SM3Nos. 7 101-2NA Sr. No.Direct Reportees (functional title/role title)Indicate brief job purpose 1Operations Manager RuralSupervising the day to day Operational activities for all branches allocated.2.Booking Officer Urban/HFCSupervising the day to day Operational activities for all branches allocated. Decision making authority Describe the authority permitted to take decisions, and those you are expected to recommend AreaDecisions takenDecisions recommended Process Changes Process ImprovementsSystem Changes System EnhancementsPerformance Management Performance ratings of Operations Manager, Transaction Officers & Booking executive and all other employees part of Operation for the respective state Self-deliverables The most important tasks performed on an individual basis without involving subordinates are Sr. NoTask performed 1Analyzing trends & Control MISs to come up with pain areas and proposed resolution - preventive and corrective process actions2Supporting New Product / Process & System development3Managing ad-hoc queries and Audit Reviews4Managing cordial relationship with all stakeholders5Moderate execution skills in a multi-tasking mode Challenge Challenge on working relationships, both internal & external contacts Sr. NoMost frequent contactsNature or purpose 1Businesses/Business marketingTAT, Product & Process Changes Performance evaluation Resolution of Operational Issues Monthly Dashboards2TechnologySystem development, enhancement & UATs3AuditProcess Reviews4RiskProcess Improvement & reduction of errors Peer S.noPeer (functional title/role title)Indicate brief job purpose 1State Business / Risk Mangers (other clusters / states)Coordinate and ensure synchronization of processes across Business & Risk Functions. Other factors relevant to the job Other aspects of the job not covered by the above but necessary to have a full understanding of are: Sr. NoOther relevant factors (Required Skills) 1Strong execution skills and ability to deep dive and review processes2Strong Focus on risk & controls3Good consumer Loans product knowledge, processing, control mechanisms, accounting principles and technology savvy. Understanding of accounting entries with respect to consumer loans is a must.4Effective people management5Effective Communication (with various stakeholders) Expertise required/ Domain Knowledge: Minimum educational qualification Graduate / Post Graduate / MBA Finance or equivalent. Hands-on experience on Rural / HFC Operations. Understands basic quality checks on documentation KYC, application forms, loan and income documents Understands local dialect / vernacular language. Basic accounting knowledge Communication skills Team Management skills No. of Years for relevant experience 4 to 5 years experience in BFSI space and MF Operations. Any specific specialization/education: Graduate/ Post Graduate or MBA Finance with relevant experience

Strong experience - Execute, complete, debug and enhance ETL using SQL, Python, SAS (EG & SMC), O365, Excel etc. Ability to present data in a graphical or pictorial format based on requirements using NABs visualisation tools such as Power BI. Demonstrable experience in data pipeline design and build and understand how to deal with various data types and missing data. Secondary skillsOver 2 years working experience in in one or more of the following functionscollections, fraud, lending operations and payments in financial institution/banking industry. Understand financial services data and able to understand data models and relationships to compile reporting and metrics.

: Job TitleWealth Management - Private Bank LocationPune, India Corporate TitleAssociate Role Description The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate /Applicants needs to ensure team adherence to all cut-off times and quality of processing as maintained in SLAs. Needs to monitor volume inflow and assist in sufficient resource and workflow allocation in a justifiable manner. Candidate /Applicants should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. As a first line of defence individual shall be responsible to ensure all control gaps are addressed in timely manner and BAU controls are adhered to by the junior resources in the team. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Working on either of Loan Operations processes like Deal Origination, Funding, Payments, Documentation & Collateral etc. Deal Origination/Account set upDeal building for bilateral and Agented deal in Loan IQ system, Credit agreement documents validation, deal closing with Initial Funding, Upfront Fee, Amortization, Funding, loan booking, MFF, MCF and MGL. Amendment document validation and processing in Loan IQ system. Reallocation Notice review and processing in Loan IQ system. Updating / creating workflows and operating procedures to ensure that they remain up to date and implementing process improvements. Reviewing financial issues /breaks, Issues investigation, work with finance and treasury to prioritize resolution Ensure proper queue management and group email box queries handling. All requests for the day must be completed by self & team. Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process. To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes. Training team members and being first point of escalation for them regarding any process queries and issues Driving Process Improvement through innovation, and involvement of all. Regular connect with stakeholders to understand and prioritize business requirements. Effectively manage risk and foster a robust control environment. Managing volume peaks during peak season i.e. Month end, Quarter end etc. Ensuring all MISs and control evidences are produced, saved and shared as required by self & team. Your skills and experience Prior experience in Wealth Management Ops and Deal origination/Loan Ops/servicing payment and finance is a must. Working knowledge of Loan IQ system is a must. Other systems/process knowledge preferred Kondor, Swift & Payments systems, Loans Reconciliations Strong understanding of Bilateral and syndicated Loan products Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required Follow through skills, Effective communication skills Fluency in Microsoft Office / Outlook / Sharepoint Ability and willingness to work in night shift is a must. Experience/Exposure Graduates with good academic records. Total experience 6 years Plus in same industry and at least 3 years in Lending Operations is a must How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

: Job TitleWealth Management - Private Bank LocationPune, India Corporate TitleAssociate Role Description The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. He/she needs to ensure team adherence to all cut-off times and quality of processing as maintained in SLAs. Needs to monitor volume inflow and assist in sufficient resource and workflow allocation in a justifiable manner. He/she should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. As a first line of defence individual shall be responsible to ensure all control gaps are addressed in timely manner and BAU controls are adhered to by the junior resources in the team What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Working on either of Loan Operations processes like Deal Origination, Funding, Payments, Invoicing, Documentation & Collateral etc. Deal Origination / Account set upDeal building, documents validation & deal closing with initial funding Servicing related activitiesFunding, Repricing, Rollovers, interest and principal payments, deal termination, pay off letter, past dues, and wire allocations. Breaks Management Working on open breaks in terms of any past dues, Work in progress (WIPs) items or any other breaks to ensure there are no additional funding charges being applied by Treasury and client records are up to date in Loan IQ system. Updating / creating workflows and operating procedures to ensure that they remain up to date and implementing process improvements. Reviewing financial issues /breaks, work with finance and treasury to prioritize resolution Ensure proper queue management and group email box queries handling. All requests for the day must be completed by self & team. Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process. To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes. Training team members and being first point of escalation for them regarding any process queries and issues Driving Process Improvement through innovation, and involvement of all. Regular connect with stakeholders to understand and prioritize business requirements. Effectively manage risk and foster a robust control environment. Managing volume peaks during peak season i.e. Month end, Quarter end etc. Ensuring all MISs and control evidences are produced, saved and shared as required by self & team. Your skills and experience Prior experience in Wealth Management Ops and Deal origination/Loan Ops/servicing payment and finance is a must. Working knowledge of Loan IQ system is a must. Other systems/process knowledge preferred Kondor, Swift & Payments systems, Loans Reconciliations Strong understanding of Bilateral and syndicated Loan products Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required Follow through skills, Effective communication skills Fluency in Microsoft Office / Outlook / Sharepoint Ability and willingness to work in night shift is a must. Experience/Exposure Graduates with good academic records. Total experience 6 years Plus in same industry and at least 3 years in Lending Operations is a must How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

About this role: Wells Fargo is seeking a Lending Operations Director across India and Philippines In this role, you will: Manage the activities or operations of multiple Loan Production, Loan Servicing, or Commercial including support operations with focus on financial and budget responsibility Approve and formulate policies, procedures, and methods associated with Lending Operations which directly impact the business line or indirectly affect the entire organization Identify opportunities and recommend strategies for improving operational or financial management, as well as organizational effectiveness Oversee execution of underwriting procedures while maintaining high levels of loan quality with minimum deficiencies and errors Lead multiple Lending Operations teams by making strategic decisions to resolve highly complex issues and meet high risk deliverables Interpret and develop range of policies and procedures within Lending Operations functional area Direct strategic planning discussions for the business line, and provide significant input regarding future direction for associated functional areas Collaborate with and influence all levels of professionals, including experienced leadership Coach, influence, develop, and manage Lending Operations team, including decisions related to performance reviews, terminations, hires, discipline, or salary actions Manage allocation of people and financial resources for Lending Operations Develop and guide a culture of talent development to meet business objectives and strategy Required Qualifications: 8+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 4+ years of management or leadership experience Job Expectations: Loan Servicing operations across I&P. The operations supports loan servicing functions across the wholesale portfolio covering bi-lateral loans, loan maintenance, payoffs, leasing operations, invoicing, customer service and collections. This role will lead existing team and build the lending servicing functions in I&P through taking ownership & alignment of existing servicing team, managing & understanding the business priorities, and working closely with the Lending Servicing leadership team to establish and maintain sustained delivery standards, strong controls and enhance functional capabilities. The growth includes scaling up both the headcount and complexity of incoming work up under agreed timelines and consolidating the existing teams to manage a overall span of 350+ Some of the servicing teams are based in Manila and the lead will act the as the overall I&P lead and provide management oversight while there may be site leadership locally. The incumbent in this role is expected to demonstrate significant leadership, be part of the Lending Servicing leadership team, build the required structure, ensure there is robust understanding of process and its complexities, team understand the business being supported, client impact and risk associated with in the process. The individual will be required to maintain strong engagement with multiple functions/stakeholders, take ownership of the delivery and getting the processes to a steady state. This will require the incumbent to remain hands on, fully understand the scope of the work and establish adequate governance and oversight. Key Responsibilities: Lead a large Loan Servicing operations team across sites to ensure service delivery is to the required enterprise standards and control standards meets business expectations Fully understand the lending processes across CB Ops and ensure there is adequate training and knowledge building within the team to support the business. Drive and motivate the team and establish a culture of high performance, ownership, accountability, transparency, and sustained performance. Drive the team towards continuous process improvements, identifying opportunities for improving quality and accuracy, improving controls, ideas to eliminate waste and driving effective and efficient operations . Build and foster collaborative relationship with business partners and stakeholders. Ensure there is regular connect with key stakeholders to review performance, priorities and other business initiatives. Build a strong operations rhythm where meritocracy and positive behavior is rewarded, there is adequate talent management and succession planning, and staff are encouraged to learn and grow. Be an active partner with the Transformation teams to ensure seamless delivery within the portfolio Develop requisite reporting & business metrics to monitor and drive the right outcome for the business and LoB stakeholders Demonstrate ability to challenge existing processes where they do not align with the Target Operating model and suggest solutions to bring efficiencies in the process Understand the cost of operations and continuously look at opportunities to drive the cost down without impacting the delivery Maintain strong culture of control and conduct and ensure risk is managed proactively and all process have robust business resiliency which is reviewed and tested periodically along with LoB and risk partners. This is a senior role within I&P CB Ops management team to lead the Loan Servicing operations across I&P. The operations supports loan servicing functions across the wholesale portfolio covering bi-lateral loans, loan maintenance, payoffs, leasing operations, invoicing, customer service and collections. This role will lead existing team and build the lending servicing functions in I&P through taking ownership & alignment of existing servicing team, managing & understanding the business priorities, and working closely with the Lending Servicing leadership team to establish and maintain sustained delivery standards, strong controls and enhance functional capabilities. The growth includes scaling up both the headcount and complexity of incoming work up under agreed timelines and consolidating the existing teams to manage a overall span of 350+ Some of the servicing teams are based in Manila and the lead will act the as the overall I&P lead and provide management oversight while there may be site leadership locally. The incumbent in this role is expected to demonstrate significant leadership, be part of the Lending Servicing leadership team, build the required structure, ensure there is robust understanding of process and its complexities, team understand the business being supported, client impact and risk associated with in the process. The individual will be required to maintain strong engagement with multiple functions/stakeholders, take ownership of the delivery and getting the processes to a steady state. This will require the incumbent to remain hands on, fully understand the scope of the work and establish adequate governance and oversight. Key Responsibilities: Lead a large Loan Servicing operations team across sites to ensure service delivery is to the required enterprise standards and control standards meets business expectations Fully understand the lending processes across CB Ops and ensure there is adequate training and knowledge building within the team to support the business. Drive and motivate the team and establish a culture of high performance, ownership, accountability, transparency, and sustained performance. Drive the team towards continuous process improvements, identifying opportunities for improving quality and accuracy, improving controls, ideas to eliminate waste and driving effective and efficient operations . Build and foster collaborative relationship with business partners and stakeholders. Ensure there is regular connect with key stakeholders to review performance, priorities and other business initiatives. Build a strong operations rhythm where meritocracy and positive behavior is rewarded, there is adequate talent management and succession planning and staff are encouraged to learn and grow. Be an active partner with the Transformation teams to ensure seamless delivery within the portfolio Develop requisite reporting & business metrics to monitor and drive the right outcome for the business and LoB stakeholders Demonstrate ability to challenge existing processes where they do not align with the Target Operating model and suggest solutions to bring efficiencies in the process Understand the cost of operations and continuously look at opportunities to drive the cost down without impacting the delivery Maintain strong culture of control and conduct and ensure risk is managed proactively and all process have robust business resiliency which is reviewed and tested periodically along with LoB and risk partners.

Lending Operations team is part of PB Wealth management business which takes care Loan Operations, Servicing, Deal Origination, WIPs & PDs, Collateral booking & linking in Loan IQ system and various other related processes in place for private clients in USA. Your key responsibilities Preparing daily activity sheet, processing repricing, rollover, interest, principal paydown, MFFs etc in Loan IQ system. Managing email box and processing funding requests on already set up loans in system. Setting up new deals in Loan IQ system and working on amendment requests. Generating the outstanding Invoices, Fund Transfer, Reconciliation of Accruals vs Outstanding Payments of lending business. Sharing the Invoices with Client over e-mails or mails. Adjustments of Interest rates in Deposit account when required. Preparing of automated and manual reports on outstanding Documents and sharing with business, Keeping a track of outstanding document on loan account. Following up with business for submission. Identifying a business risk and report it to respective stakeholders. Handling Audits requirements with explaining the process and providing documents Completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Monitor volume inflow and assist in sufficient resource and task allocation in a justifiable manner. Ensure that all queries/first level escalations related to routine activities are responded to within the specified time frame. Act as backup for the team manager in their absence and share best practices with the team. Ensure quality/quantity of processing is maintained as per the SLA. Should be capable to handle multiple deadlines. Ensure HRM policies are followed. Ensure to process and approve all transactions in given TAT. Understanding of downstream and upstream of process workflow. Drive Partnership value with various internal teams. Checklist to be signed on daily basis and scanned to shared folder. Driving process improvements in the team. Ensure timely completion of all request and adhere to Client Confidentiality. Update volumes in various spreadsheets/work logs accurately and on time. Assist Team manager/AVP in decision making and taking complete ownership of the situation. Ensure teamwork culture is practiced. To get involved in on-going Projects driven by the management team. Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc). Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business. Ensure all the KOPs are updated properly. Flexible with business hours respective to volume received. Your skills and experience Have full understanding of Lending products & processes. This may include having at least 2 years of experience in Loan Operations, Servicing, Origination, Deal amendments, Collateral booking & linking in Loan IQ, and any other aspects of Lending business. Hands on / working knowledge of Loan IQ system is a must. Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must.

Role: Process specialist Exp: 2.2+ yrs US Mortgage (Loan Servicing) Salary: Up to 5.5 LPA Must Have: Loan Servicing , Auto Lending Location: Bangalore Immediate joiner Shift: US Shift / Night Shift Regards 7845475147 Sneha

Role: We are actively seeking a dynamic and motivated individual to join our Team as a Sales Support Associate . This role is pivotal in driving customer transactions, sales support, revenue operations, customer acquisition activities and business strategy execution to fuel our growth objectives in the MSME lending space. As a key member of our Revenue Ops Team , you will assist in transactional support, market research, business processes setup, sales performance analytics, and operational support to enhance sales efficiency and business outcomes. Additionally, you will work closely with the Business Head, providing insights and strategic support for key business decisions. Key Responsibilities: Transactional & Operational Support: Assist in execution of transactions, customer co-ordination, improvising processes, identifying & plugging loopholes to ensure business efficiency Sales Support & Operations: Assist in setting up lead qualification metrics, sales SOPs, and CRM processes to streamline sales operations and ensure data accuracy. Sales Analytics & Performance Tracking: Monitor sales pipeline, track performance metrics, generate reports, and provide actionable insights to optimize revenue generation. Event Participation & Industry Networking: Plan and attend expos, trade shows, and B2B events to gain market intelligence and enhance brand visibility. Client Engagement & Sales Coordination: Support the sales team by managing client interactions, coordinating meetings, and facilitating deal closures. Strategic Outreach & Business Growth: Execute outreach campaigns (emails and targeted communication) and persistently follow up with prospects. CRM & Data Management: Maintain and update CRM records with client data, meeting notes, and actionable insights. Business Head Support: Assist in strategic initiatives, industry research, competitor benchmarking, and business development planning. Requirements: 2-7 years of experience in sales support, revenue operations, or business development catering to MSMEs, emerging corporates, preferably in the financial services segment Experience in Sales support or Revenue Operations or Account Management catering to MSMEs will be highly preferred Prior experience in MSME Loans, Business Loans, Transaction Banking, or Supply Chain Finance (SCF) is preferred. Strong analytical skills with the ability to interpret sales data and optimize revenue processes. Proficiency in CRM systems like Zoho, HubSpot, & other SaaS tools. Excellent communication skills (written and verbal) and ability to engage with senior decision-makers. High-volume outreach experience, strong persuasion skills, and resilience to handle objections. Proactive, results-driven mindset with multitasking capabilities in a dynamic environment. Location: Santacruz, Mumbai

Role Overview As Operations Manager, you will play a pivotal role in building and scaling the companys core operations. This includes managing the full loan lifecycle, setting up systems and processes, and ensuring compliance with regulatory guidelines. We are seeking a hands-on, process-driven professional with deep expertise in lending operations and customer servicing. Key Responsibilities 1. Loan Operations Management Play a key role in the implementation and configuration of the Loan Origination System (LOS) and Loan Management System (LMS) Manage the entire loan life cycle end-to-end from application intake, document verification, KYC/C-KYC checks, underwriting coordination, disbursal, to post-disbursal servicing. Liaise with credit, legal, compliance, and technology teams to ensure smooth and compliant processing. Define and implement SOPs aligned with RBI guidelines and industry best practices. 2. Disbursement & Repayment Ensure timely, accurate loan disbursals via IMPS/NEFT/RTGS and integrated banking channels / payment gateways. Monitor and manage repayments through NACH, UPI, and digital platforms. Coordinate with the finance team for fund movement tracking and ledger entries. 3. Vendor & Partner Management Manage key vendor relationships, including LMS providers, KYC partners, collection agencies, and payment gateways. Define SLAs, track performance, and ensure accountability. 4. Process Improvement & MIS Reporting Identify opportunities to optimize TAT, accuracy, and cost-efficiency across operations. Develop and maintain MIS reports, operational dashboards, and trackers for leadership review. 5. Customer Service Handle backend support for customer queries, service requests, grievance redressal, and account statements. Implement SOPs for onboarding, servicing, and complaint resolution. Preferred Technical Skills Proficient in MS Excel for operations tracking and reconciliation. Familiarity with LOS, LMS, Payment gateways and basic API workflows will be an added advantage. Key Skills Process design and SOP creation Strong coordination with cross-functional teams and external partners Operational audit readiness and compliance adherence Excellent verbal and written communication Up-to-date knowledge of RBIs digital lending and data governance norms About Us We are a newly established, credit focused NBFC committed to enabling access to finance for MSMEs and underserved retail borrowers across India. Our mission is to build a modern, tech-enabled lending platform that delivers responsible credit at scale. Our parent AVANA Companies ( www.avanacompanies.com ) is a U.S. based group of credit and finance companies specializing in lending to specific niche industries that were highly knowledgeable in, such as hospitality, construction, and traditional Commercial Real Estate (CRE) because it enables us to provide the best possible service for our borrowers and minimize risk for our investors. We focus on helping small business owners and real estate developers across the USA by offering quick, adaptable, and dependable financing. Based in Glendale, Arizona, our financial services firm stands at the forefront of the industry, embracing innovation and fostering a culture of excellence. Founded in 2002, we have originated loans in excess of $6.5 Billion and managed $1 Billion assets for our investors. Why join us? Shape the compliance foundation of a purpose-driven credit NBFC. Work directly with founders and contribute to strategic decision-making. Exposure to legal, lending, and regulatory ecosystems. Be part of a governance-first culture built for long-term, sustainable growth.

Dear Candidates, Greetings for The Day !!! We are Hiring for a Business Analyst - Commercial Lending for Hyderabad Location, please find below attached Job Description , Designation: Business Analyst - Commercial Lending Client : IDEXCEL Technologies, Full Time Position Experience: 6+ Years Notice Period: immediate to 15 Days Work Mode: Work From Office( 5 Days in a week) Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F. Work Location: Ameerpet, Hyd. Business Analyst Commercial Lending Systems Job Summary: We are seeking a Business Analyst with expertise in system analysis and a strong background in the banking industry, specifically within the commercial lending domain. This role requires deep experience in analyzing, configuring, and designing systems for Commercial Lending, Small Business Administration (SBA) Lending, Commercial Real Estate (CRE), Construction Lending, and Equipment Finance. The ideal candidate will bridge the gap between business requirements and technical implementation, ensuring seamless delivery and alignment with regulatory compliance and customer needs. Key Responsibilities: Lending Expertise: Provide business analysis expertise in one or more of the following segments: o Commercial Lending/Leasing Syndicated & participation lending o Commercial Real Estate (CRE) Small Business Administration (SBA) & USDA Lending Construction Lending Equipment Finance Business and Systems Analysis: Conduct business process mapping, requirements gathering, and gap analysis to identify opportunities for improvement. Design and implement business strategies and execution plans to meet organizational objectives. Collaborate with cross-functional teams to deliver scalable solutions. Lead digitization and process improvement initiatives. Oversee testing, training, and system implementations/integrations for core systems. Technology and Systems Expertise: Work with industry-leading Core Loan/Lending platforms (e.g., Fidelity, Fiserv, Jack Henry). Collaborate on implementations of Commercial Loan Origination Systems (LOS) such as nCino, Abrigo, Moody's CreditLens, Built, CapitalStream, CreditQuest, and Sageworks. Contribute to the Software Development Lifecycle (SDLC) and ensure compliance with quality assurance standards. Regulatory Compliance and Risk Management: Ensure all solutions align with governance, regulatory compliance, and risk management frameworks. Maintain documentation to support compliance audits and system reviews. Qualifications: Education : Bachelors degree in engineering, Business, Finance, or a related field (or equivalent experience). Experience: 3-5+ years of experience in the Financial Services industry and professional services consulting, including client delivery. 3+ years of experience in business systems analysis, configuration, or design. Hands-on experience with loan origination, underwriting workflows, and lending technology. Skills and Competencies: Expertise in business process modeling, change management, and risk management. Deep knowledge of lending workflows/processes and regulatory compliance in financial systems. Strong understanding of commercial lending processes. Proficiency in tools and methodologies such as Use Case Analysis, Digitization/Imaging, and Quality Assurance. Preferred Skills: Experience with industry-leading platforms such as Fidelity, Fiserv, and Jack Henry. Familiarity with LOS systems such as nCino, Abrigo, Built, and Moody's CreditLens. Strong entrepreneurial spirit and ability to innovate in a dynamic environment. Note : Kindly share the resume only if above Job description suits your profile to following mail ID : blikhith@idexcel.com