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2.0 - 7.0 years
0 - 0 Lacs
mumbai city
On-site
Job Responsibilities: Manage and organize all loan documentation and files (physical & digital). Coordinate with sales, credit, and operations teams for smooth loan processing. Follow up with clients for missing documents or signatures. Ensure timely submission and dispatch of loan files to concerned authorities. Maintain MIS reports and update loan tracking systems regularly. Handle data entry, loan application checks, and verification coordination. Assist in audits and compliance checks related to loan documentation.
Posted 2 days ago
15.0 - 20.0 years
0 Lacs
chennai, tamil nadu
On-site
Capgemini is currently looking for a director-level executive to fill the role of SME Loan Administration. The ideal candidate should have extensive experience working for financial institutions or banks with knowledge of various financial products, including Funding Markets, Commercial Loan Portfolios, Loan Administration, and Covenant Administration. A solid understanding of Loan Administration systems such as LoanIQ, E-Works, and LoRD is essential for this role. The candidate will act as a referral point for all Section staff, particularly Team Leaders, providing guidance, knowledge, and training as necessary. In this position, you will work closely with the onshore Credit & Limit Control and Loans Administration teams, ensuring strategic planning for the Section's optimal performance. You will drive and deliver strategic initiatives and Transformational projects in collaboration with the Transformation and Innovation office, championing innovation and leading the creation of new ideas for process and productivity improvements. Participation in monthly KAIZEN meetings to improve error rates year-on-year and implementation of Action Plans and Root Cause Analysis post-error are key responsibilities. You will identify Domain knowledge gaps, drive Team Upskilling, and enhance Domain Expertise through internal and external certifications, training, and mentoring of staff. Building collaborative relationships with the Client Organization and serving as a trusted advisor on Process and domain-related matters is crucial. Communication of plans and operating solutions to enhance services for the Client organization, increase functional efficiency, and reduce operational risk is also a significant part of the role. The role involves liaising with internal and external Auditors regarding section processes and controls. Ensuring comprehensive procedural documentation adherence across all key operational processes and maintaining service level agreements across Functional Areas is paramount. Continuous engagement with the Client, evaluation of industry and regulatory changes, strategic thinking to anticipate challenges, and taking proactive steps to address them are essential. Collaboration with various teams internally to develop Loan Administration related offerings for both Commercial and consumer loans is required, ensuring Go-to-Market material and collateral are regularly updated. The ideal candidate should have a minimum of 15-20 years of experience in similar roles managing large operations and diverse teams. Strong communication skills, the ability to establish trust with internal key stakeholders and partners, proactive leadership, influencing, and negotiating skills are necessary. Experience in leading and successfully delivering change and Transformation initiatives for Banking Clients and a profound understanding of general Loans Administration roles and responsibilities with relevant current market knowledge are also important secondary skills for this role.,
Posted 3 days ago
4.0 - 8.0 years
0 Lacs
west bengal
On-site
As a Senior Preferred Banking Advisor at West Sahara, your primary responsibility will be to serve as the main point of contact for clients, overseeing the entire client life cycle. You will demonstrate the department's "sales, service, operations" philosophy by engaging with clients, addressing their requests, and offering expert advice on various products and services such as treasury management, loans, commercial, and personal accounts. Collaborating with internal departments and resources like the Preferred Banker support system will be essential to ensure high client satisfaction levels. Engage in a career experience journey to enhance your banking knowledge for more effective work solutions and career growth prospects. Your role will involve responding to client requests promptly and engaging in proactive client communication to ensure a seamless client life cycle and achieve high client satisfaction. Utilize client patterns and needs analysis to identify opportunities to promote Bank products effectively. Take charge of information flow and communication related to technical and operational processes, risk mitigation, efficiency, and customer service. Build positive working relationships with leadership across bank divisions and departments. Meet or exceed service level standards covering customer service, turn-around time, cross-selling goals, risk management, regulatory compliance, audit soundness, productivity, and efficiency. Support leadership business initiatives and contribute to the preferred banker career experience journey by meeting and exceeding department metrics, completing training sessions, and showcasing knowledge through customer and team interactions. You may also provide assistance in training, coaching, and mentoring other team members as a Preferred Banker II. To excel in this role, you should possess a high school diploma (bachelor's degree in a related field preferred) along with 4+ years of direct, relevant experience in Treasury Management Sales, Treasury Management Service, and/or Branch Banking Operations. Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services is crucial. Additionally, you should have advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards, and practices. Previous experience in business deposits or treasury management products sales and service is essential. Strong verbal and written communication skills are required for interactions with internal and external audiences such as sales or leadership. The salary range for new hires generally falls between $60,400.00 - $74,610.00 for Las Vegas, NV, with the specific amount determined by the job location. Additionally, the role may be eligible for annual bonuses/incentives and restricted stock. At Western Alliance Bank, we offer a competitive salary, ownership stake in the company, medical and dental insurance, time off, a 401k matching program, tuition assistance program, employee volunteer program, and wellness program. You will have the opportunity to enhance your business knowledge and gain hands-on experience in managing finances, contributing to your career growth. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, with divisions including Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank. AmeriHome Mortgage is also a Western Alliance Bank company.,
Posted 4 days ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
As a Disbursement Manager for Educational Loan, your primary responsibility will be to oversee the disbursement processing of educational loans while ensuring strict compliance with regulatory requirements and company policies. You will play a crucial role in managing the loan administration process, which includes verifying student enrollment, loan amounts, and disbursement schedules. Your key duties will involve ensuring compliance with regulatory requirements such as the Higher Education Act and the Truth-in-Lending Act. It will be essential for you to identify and mitigate risks associated with loan disbursements to maintain a high level of operational integrity. In addition to regulatory compliance and risk management, you will be expected to provide exceptional customer service to students, educational institutions, and internal stakeholders. This will involve promptly responding to inquiries and effectively resolving any issues related to loan disbursements to ensure a positive experience for all parties involved. Moreover, you will be responsible for preparing and analyzing reports on loan disbursement activity, identifying trends, and areas for process improvement. Your role will also involve continuously reviewing and enhancing loan disbursement processes to increase efficiency, reduce errors, and ultimately enhance customer satisfaction. Overall, as a Disbursement Manager for Educational Loan, you will be a key player in ensuring smooth and compliant disbursement processes, delivering excellent customer service, and driving continuous improvement in loan administration procedures.,
Posted 1 week ago
5.0 - 10.0 years
7 - 17 Lacs
Hyderabad
Work from Office
In this role, you will: Responsibilities include but not limited to the below. Loan Servicing team is responsible for end-to-end Loan servicing activities. It includes establishing new clients on SOR (Lucas) from information provided by the deal closing team, set up of participation loans, establishing Loan tranches and amendments to the contract. Manage the end-to-end client onboarding process on the Lucas or system of records (SOR), ensuring compliance with established procedures and regulatory requirements Proactively and accurately identify incoming agent notices;process all life cycle events for portfolios containing multiple asset types Collaborate with Loan Administrators to interpret, problem-solve and to help better understand loan related information to resolve exceptions Communicate clearly and efficiently with agent banks to confirm and obtain loan notices. Effectively interact with internal and external parties including Asset Services, Recon, Agent Banks Proactively taking on additional responsibilities and administrational tasks as required by your managers or clients Support performance of less experienced Loan Servicing staff and overall effectiveness of team Provide lending support service in operations, documentation, and customer service to Credit teams Provide feedback and present ideas for improving or implementing processes and tools within Loan Servicing functional area Perform administrative, transactional, operational, or customer support tasks Resolve complex client problems and inquiries Analyze issues, business requirements, standards, procedures, and call trends to identify opportunities for improvement and help develop innovative plans within Loan Servicing functional area to improve business operations Provide subject matter expertise and interpretation of procedures to less experienced staff Use independent judgment to review and file claims while ensuring compliance with all federal, state, client and company policies, procedures, and regulations Interact with immediate Loan Servicing team, functional area, and internal peers outside work group on loan related servicing activities, as well as internal or external customers Participate in regional or team meetings, and provide guidance and training to less experienced individuals Assure compliance with contractual obligations regarding reporting and other aspects Ability to process the request within established deadlines as per the procedures and without errors Flexibility towards contributing on different processes & assignments Collaborate effectively with various teams as required and be an active participant Required Qualifications: 5+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Should have experience in Asset Bases Lending. Hands-on experience in LUCAS or STUCKY application would be added value. Should understand Syndicated deal structure.
Posted 2 weeks ago
2.0 - 7.0 years
7 - 17 Lacs
Hyderabad
Work from Office
In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Posted 2 weeks ago
2.0 - 7.0 years
7 - 17 Lacs
Bengaluru
Work from Office
About this role: Wells Fargo is seeking a Loan Documentation Processor In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Posted 3 weeks ago
3.0 - 5.0 years
5 - 7 Lacs
Pune, Bengaluru
Work from Office
SHIFT:- UK & US SHIFT Summary of Role The successful candidate will join a recently formed operation within Apex Fund Services to help build and grow out a new loan servicing business. They will work alongside the local Middle Office Manager, helping to onboard systems, define processes and build a global team to service a new product. This is a huge opportunity to join a department at ground level and make it successful. The Candidate The candidate will have a good working knowledge and experience working with CLOs, CDOs, Credit Funds and the different types of Loans. They will be driven and motivated to achieve excellence through hard work, good organisation skills, excellent communication and attention to detail. Main Responsibilities: Asset administration: Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position Reconciliation: Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities, Futures, CDS, CDS Indices, Forwards, ABS, MBS, TRS, etc. Understanding of trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. Role-Specific Competencies/Skills: Strong communication and analytical skills Strong organisational skills Accurate and acute attention to detail Adaptability - able to change tasks quickly as business needs dictate Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality Corporate Competencies: Initiative Responsiveness/Sense of urgency Accountability Integrity
Posted 1 month ago
3.0 - 5.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. Role-Specific Competencies/Skills: Strong communication and analytical skills Strong organisational skills Accurate and acute attention to detail Adaptability - able to change tasks quickly as business needs dictate Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality
Posted 1 month ago
5.0 - 10.0 years
8 - 12 Lacs
Bengaluru
Work from Office
Role : Loan Servicing, Administration & Settlements Analyst Role Purpose: This role supports the end-to-end lifecycle of syndicated and infrastructure loan transactions, including loan servicing, trade settlements, and operational compliance. The analyst will be responsible for ensuring timely processing of loan events, accurate system representation, and alignment with contractual terms. The role involves close coordination with internal and external stakeholders, including borrowers, agents, banks, and custodians, to ensure seamless operations and resolve exceptions. Key Responsibilities: Record loan trades and project cash flows across the full loan lifecycle Process loan disbursements, asset replenishments, refinancing events, repayments, rollovers, and rate fixings Prepare and distribute payment notices, rate fix notices, and fee instructions Monitor receivables, reconcile trade payments, and flag overdue items Investigate and resolve trade-related discrepancies and exceptions Liaise with Front Office, Finance, Treasury, Legal, and Risk to ensure accurate loan setup and operational alignment Coordinate with counterparties, facility agents, custodians, and clearing houses on settlement matters Support audit processes, system testing, and regulatory or ad-hoc reporting Contribute to process improvement, system enhancements, and documentation updates Requirements: Diploma or Degree in Banking, Finance, or a related field Minimum 5 years of experience in loan administration, project finance, or infrastructure lending Proven ability to interpret and operationalise credit agreements, including amortisation schedules, fees, rate terms, and payment instructions Strong knowledge of debt financing structures, trade lifecycle events, and settlement processes Familiarity with trade workflows, loan market conventions, and settlement cycles Experience using SWIFT and trade settlement platforms (e.g. ClearPar, DTCC, Euroclear/Clearstream) Detail-oriented, with strong organisational and problem-solving skills Able to work effectively under pressure and manage deadlines across multiple stakeholders
Posted 1 month ago
4.0 - 6.0 years
7 - 17 Lacs
Bengaluru
Work from Office
About this role: Wells Fargo is seeking a Senior Loan Documentation Processor In this role, you will: Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations Process or close loans and act as a main point of contact for internal or external customers during the loan process Perform administrative, operational, or customer support tasks related to complex loan packages Manage an assigned pipeline of all loan types relative to business line Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process Required Qualifications: 4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualification Eligible candidate must be a graduate or post graduate in finance with good understanding of commercial lending business and basic loan documents. 4 plus years of work experience in commercial lending stream Consistent performance w.r.t all key deliverables Training and coaching ability
Posted 2 months ago
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