26 Loan Administration Jobs

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

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

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

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

Job Title: Loan Operations Specialist / Loan Operations Associate / Analyst Experience: 12 years Location: Chennai Notice period : Only Immediate to short joiners *Note : Only profiles that matches above criteria will be contacted shortly. About the Role We are looking for a Loan Operations Specialist who will handle loan processing, servicing, documentation, and compliance activities. This role requires attention to detail, strong organizational skills, and an understanding of banking/loan operations. Key Responsibilities Review and process loan documentation for accuracy and completeness. Book and fund new loans in the core banking system. Monitor payments, renewals, extensions, and modifications. Ensure compliance with lending regulations and internal policies. Maintain accurate loan records, reports, and audit documentation. Respond to queries from customers, loan officers, and internal teams. Prepare regulatory and management reports. Required Skills & Qualifications Bachelors/Associate’s degree in Finance, Business, or related field (preferred). 1–2 years of experience in loan operations, banking, or financial services. Knowledge of loan documentation and compliance (RESPA, TILA preferred). Proficiency in MS Office (Excel) and loan servicing software. Strong communication, problem-solving, and multitasking skills. Why Join Us? Opportunity to work in a growing financial institution. Exposure to end-to-end loan operations. Collaborative and supportive team culture. Interested candidates can apply now on Naukri. Shortlisted profiles will be contacted.

Over the last 20 years, Ares success has been driven by their people and culture. The team is guided by core values such as Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy. Ares aims to be a catalyst for shared prosperity and a better future, fostering a welcoming and inclusive work environment for high-performance talent of diverse backgrounds. As a Loan Administration Assistant at Ares, your primary responsibilities will include daily processing tasks, such as checking Ares owned DDAs for incoming wires, reconciliation of daily collections, vendor invoice processing, maintaining SOFR interest amounts, and providing loan administration assistance. You will also be responsible for monitoring alerts from a 3rd party vendor system, reviewing borrower collateral reporting packages, calculating daily borrowing capacity, and posting collateral values to the loan monitoring platform. Additionally, you will perform monthly accounts receivable verifications, maintain a client checklist, assist in setting up borrowers" initial borrowing base certificates, and support Credit Officers with daily portfolio management. Effective communication with team members, customers, senior management, and other stakeholders will be crucial in this role. The ideal candidate will have a college degree in Accounting, Finance, or Business Administration, or a minimum of two years of experience in the Asset Based Lending industry. Proficiency in Microsoft Excel, Word, and Outlook is required. Strong communication skills, mathematical aptitude, ambition to learn and grow, ability to maintain confidentiality, and attention to detail in a fast-paced environment are key attributes for success in this role. This position reports to the Managing Director of Operations in the Commercial Finance department. Applications for this opportunity will be accepted on an ongoing basis until the search is no longer active. Join Ares in making a positive impact and advancing your career in the exciting and growing industry of Asset Based Lending.,

The Apex Group is a leading fund administration and middle office solutions provider, established in Bermuda in 2003. With a global reach and a commitment to providing top-notch services to clients, we have grown to employ over circa 13,000 employees across 112 offices worldwide. At Apex Group, we value energy and passion in our team members, and we are dedicated to empowering and supercharging their unique skills and experiences. We encourage our employees to take the lead, offering them the support needed to excel and innovate in their roles. As an Associate in the Operations department at Apex, based in Pune or Bangalore and working in UK & US shifts, you will play a key role in building and expanding a new loan servicing business. Collaborating with the Middle Office Manager, you will assist in onboarding systems, defining processes, and establishing a global team to deliver exceptional service for this new product. This is a significant opportunity to be part of a department at its inception and contribute to its success. The ideal candidate for this role will have a strong background in working with CLOs, CDOs, Credit Funds, and various types of Loans. They should possess a drive for excellence, excellent organizational skills, effective communication abilities, and keen attention to detail. Key Responsibilities: - Asset administration tasks such as asset setup, maintenance, reconciliation, liaising with third-party entities, processing agent notices, corporate actions, and trade settlements. - Cash/Position Reconciliation including daily reconciliation of cash transactions and positions, addressing aged breaks, reconciling data, and ensuring timely reporting. - Supporting the Middle Office Manager by assigning duties, delegating work, and providing training to direct reports. Qualifications, Skills, and Experience: - Degree in Accounting/Finance or a related field - Minimum 2 years of experience in loan administration operations - Extensive knowledge of CLOs, CDOs, Credit Funds, and various security types - Familiarity with trade lifecycle, settlements, and financial instruments - Proficiency in Microsoft Office Suite, experience with Solvas tool preferred Role-Specific Competencies/Skills: - Strong communication, analytical, and organizational skills - Attention to detail, adaptability, and discretion with confidential information - Ability to prioritize tasks, manage time effectively, and meet deadlines - Self-motivated, punctual, and responsive to business needs Corporate Competencies: - Initiative, sense of urgency, accountability, and integrity To learn more about Apex Group, please visit our website at www.apexfundservices.com. Join us in our mission to deliver exceptional services to our clients and drive industry-changing innovations.,

As the Disbursement Manager for Educational Loans, your primary responsibility will be to oversee the processing of educational loan disbursements while ensuring 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. In this role, you will be tasked with ensuring compliance with regulatory requirements such as the Higher Education Act and the Truth-in-Lending Act. Your expertise will be essential in identifying and mitigating risks associated with loan disbursements, thereby safeguarding the interests of both the institution and the borrowers. Exceptional customer service is a key aspect of this position, as you will be required to interact with students, educational institutions, and internal stakeholders to address inquiries and resolve any issues related to loan disbursements promptly and effectively. Furthermore, you will be responsible for preparing and analyzing reports on loan disbursement activity, utilizing data analytics to identify trends and areas for process improvement. Your insights will be instrumental in enhancing the efficiency of loan disbursement processes, reducing errors, and ultimately improving customer satisfaction. Overall, your role as a Disbursement Manager will involve continuously reviewing and refining loan disbursement processes to ensure optimal efficiency, compliance, and customer service standards are met. Your dedication to process improvement will be key in driving positive outcomes for both the institution and the loan recipients.,

You are a detail-oriented Credit Administration Officer responsible for managing loan administration in Education Loans, Overdrafts, and Loans Against Property at Accredut Finance And Investments Pvt Ltd. As part of the Credit Risk / Loan Processing department, your role involves ensuring compliance with policies, regulatory requirements, and industry standards throughout the loan lifecycle. Your key responsibilities include reviewing loan applications for accuracy and compliance, supporting credit risk analysis by evaluating creditworthiness, handling documentation and agreements for loans and collateral, processing loan disbursements, ensuring compliance with legal and regulatory policies, and preparing reports on loan status and delinquencies. To qualify for this role, you should have a Bachelor's degree in finance, Accounting, Business Administration, or a related field, along with 5-6 years of experience in credit administration or loan processing in an NBFC or financial services company. Experience in education loans, overdrafts, or loans against property is preferred. Joining Accredut Finance And Investments Pvt Ltd offers you an excellent opportunity to contribute to the growth of an emerging NBFC in a dynamic environment within the financial services sector. If you are looking to advance your career in this field, apply now and be part of our team.,

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.

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.,

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.,

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.,

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.

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

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

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

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

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

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

Role: Loan Servicing, Administration & Settlements Analyst Level: Analyst Location: Bangalore Exp: 5 to 7 years exp in full loan lifecycle and settlement WFO 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 Interested candidates can share resume at sakshi.n@manningconsulting.in | 9368820159

Administer service loan portfolios, ensuring compliance with contractual terms Interpret operationalize credit agreements, including amortization schedules, fees, rate terms, payment instructions Manage settlement of primary and secondary loan trades Required Candidate profile Oversee debt financing structures, trade lifecycle events, settlement processes Coordinate wit internal teams Utilize SWIFT &loan settlement systems such as ClearPar, DTCC, Euroclear, or Clearstream Perks and benefits Perks and Benefits

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.

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

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