46 Loan Documentation Jobs

As a professional in the financial services sector, you will play a crucial role in leading clients through loan syndication and various financial products. Your responsibilities will include guiding clients in raising capital, facilitating buyouts of companies, and establishing joint ventures. You will be expected to report on client acquisition for loan syndication to secure capital for their ventures. Your duties will involve assisting with deal closures and providing support for loan servicing within the bank's portfolio of syndicated and participated bank facilities. A solid understanding of syndicated loan structures, credit agreements, and loan documentation will be essential for this role. You will also be responsible for direct communication with borrowers, participant banks, and other external stakeholders. An integral part of your role will be actively managing and maintaining a deal closing pipeline of loan transactions. Therefore, staying informed about market trends and industry developments in syndicated loans will be vital. Your expertise will support the syndication process and ensure efficient management of the loan closing process. To excel in this position, you should hold a degree in Accounting/Finance or a relevant field. The ideal candidate will possess a minimum of 5 years of experience in financial services, with a focus on Syndicate loan operations. A deep knowledge of Syndicate Loan and Capital Market will be necessary to succeed in this role. If you are a proactive and skilled individual with a passion for financial services and syndicated loans, this opportunity offers a platform to leverage your expertise and make a significant impact in the industry.,

As an Accounts and Finance Executive in the Real Estate industry based in Andheri East, Mumbai, you will have a crucial role in overseeing financial aspects, managing profit and loss, and ensuring optimal cash flow for projects. Your responsibilities will include managing day-to-day accounting tasks, maintaining accurate books of accounts, entering vendor invoices in Tally ERP, verifying tax rates and expenses, maintaining petty cash, vouchers, and general accounting, verifying possession letters, coordinating with Sales, managing directors" accounts and cash balances, processing salary cheques, statutory deductions, and filings, assisting in audits, MIS reports, and audit responses, conducting monthly bank reconciliations, following up on transactions, handling bank operations and correspondence, assisting with finance-related tasks and loan documentation, calculating loan interests, managing TDS records, overseeing online banking operations, and managing relationships with lenders. To excel in this role, you must have a Bachelor's degree in Finance, Accounting, or a related field, with any post-graduation being an added advantage. Additionally, you should have at least 3 years of proven experience in finance and accounting roles, specifically focusing on project financing. Proficiency in Advance Excel and Tally ERP is essential, along with a strong knowledge of financial principles, accounting regulations, and financial analysis. Real Estate experience is a must for this position. As a detail-oriented professional with a commitment to accuracy and meeting deadlines, you will be handling full-time responsibilities that include health insurance benefits. To be considered for this role, you should be able to answer questions related to the years of experience in Real Estate, proficiency in Advance Excel & Tally ERP, as well as provide information about your current monthly salary and expected monthly salary. This position requires working in person at the specified location and proficiency in the English language is preferred.,

The Specialist-Credit Administration position in the Wholesale Banking Operations department involves providing borrowers with initial good faith estimates at the time of application and all necessary disclosures for both borrowers and lenders. As a member of the Central Processing team, you will offer administrative support to loan officers and staff by updating loan data in the financial institution's computers and compiling documentation for customer loans. Your responsibilities will include processing approved commercial and consumer loan applications using automated loan document preparation software, selecting appropriate vendors such as Title Company, surveyors, and appraisers, preparing loan documents and closing instruction letters, and transmitting loan document packages to lenders. You may also be required to prepare commercial and SBA loan documents, resolve discrepancies in loan documentation, verify lending compliance issues and regulations, and report HMDA information. Additionally, you will be responsible for maintaining the confidentiality of financial data in loan files, ensuring compliance with company policies and underwriting guidelines, and assembling and verifying the accuracy of loan documentation. Other duties may include performing clerical tasks, using office computers for data input and ordering credit reports, as well as responding to inquiries regarding loan processing and information. You are expected to possess a Bachelor's degree in Engineering, Technology, Mathematics, Commerce, Arts, Science, Biology, Business, Computers, or Management, along with 0-2 years of experience. A post-graduation degree such as an MBA or PGDM would be an added advantage. In this role, you will need to apply some advanced skills within your assigned functional area, adapt procedures to meet complex requirements, and provide backup support for other team members when necessary. Adhering to all bank and department policies and procedures, and performing other job responsibilities as assigned by your supervisor or management, are also part of your secondary responsibilities.,

Are you ready to work at Altisource Are you a natural helper who excels at working through people's problems to find optimal solutions Do you possess the ability to quickly grasp new concepts, display self-motivation, and collaborate effectively both independently and as part of a team If so, Altisource is delighted to meet you! Altisource is actively seeking dedicated, highly skilled individuals who thrive in a dynamic, fast-paced environment. We provide a stimulating work environment with supportive colleagues and ample opportunities for career growth and development. We are currently in search of a Mortgage Loan Underwriter with a deep-rooted passion for the mortgage industry to nurture and manage client relationships within the Altisource umbrella. This is an opportune moment to join our team and contribute to the growth and stability of our organization. As a Mortgage Loan Underwriter at Altisource, you will have the opportunity to: - Maintain a proficient understanding of US Mortgage Originations closing procedures, federal and state lending laws - Interpret state rules, statute laws, federal regulations, and investor guidelines and apply them to specific loans - Thoroughly review mortgage loan documents (closing and disclosures) within the loan file - Ensure compliance of loan files with all regulatory and client guidelines/overlays - Conduct daily audits of loan files from a closing and compliance perspective, identifying any exceptions and evaluating for frauds and red flags - Audit closed loan disclosures and signed loan documents - Engage in effective communication with US-based Underwriters, Clients, and Subject Matter Experts (SMEs) to ensure high-quality output Qualifications: The ideal candidate should possess the following: - Proficiency in obtaining and interpreting AUS findings (DU and LP) - Experience in various aspects of full origination mortgage processing, including loan set up, documentation, closing, title, quality assurance, compliance, underwriting, or assisting with conventional first mortgage loan products - Experience collaborating with Loan Officers, Borrowers, and managing an active pipeline of mortgage loans Working at Altisource offers numerous advantages, including: Prosperity: - Competitive salary based on your experience and skills, reflecting our belief that top talent deserves top compensation Good Health: - Comprehensive insurance plans, including medical insurance for employees and their families, Personal Accident Benefit, and Life Insurance for employees - Wellness Programs with onsite medical support, psychologist and counselor services, and health checkup camps Happiness: - Generous paid holidays and time off totaling 26 days per year - Diverse employee engagement activities both onsite and offsite, such as sports games, company celebrations, stress-relief events, and Living our Values celebrations - Opportunities to participate in community service initiatives, such as Habitat for Humanity projects At Altisource, we are guided by our core values, committing to: - Act With Integrity: Uphold unwavering integrity, compliance, and ethical conduct at all times - Energize People: Enable exceptional individuals to energize their teams and drive results - Empower Innovation: Reward innovative and compliant solutions to achieve our mission and create value for our customers - Exceed Customer Expectations: Deliver world-class solutions to delight our customers - Win as a Team: Embrace the passion, energy, and power of our global teams to achieve success as One-Altisource - Enrich Communities: Make positive impacts on the communities we serve and live in Are you prepared for the challenge Don't wait any longer apply to join our team today at Altisource!,

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view. As a Credit Risk - Wholesale credit (Chase merchant services) - Associate within the Chase Merchant Services team, you will be focused on identifying, measuring, limiting, managing, and monitoring credit risk across our businesses. You will be conducting periodic credit reviews of corporate clients to protect the bank from loss and maintain credit risk within acceptable levels of our framework. Utilizing commercial credit skills, you will prepare written financial analysis, Risk Grading, and credit reviews of corporate clients. Independently analyze, or at times work with more senior Credit Officers, to evaluate the risk and complete a periodic credit review of clients within the portfolio. Understand and assess the customer's business model and its viability in the long run. Identify additional information requirements needed to properly assess risks of the transaction. Review and analyze the financial strength and soundness of corporate clients to identify key risks to the continued creditworthiness of the business along with appropriate mitigating factors. Consider alternatives to mitigate risk where appropriate and recommend action to be taken in unfavorable scenarios. Ensure that credit facilities presented are properly graded and meet defined production and quality scores. Timely submission with no High-Risk quality review findings. Meet assigned timelines and ensure process and policy requirements are met per the business and audit requirements. Stay on top of policies, conventions, and follow those diligently. Review completed cases for feedback, act on feedback provided, and timely submissions of reworks. Establish strong partnerships with internal clients, demonstrate client-centric behavior, be aware of client's expectations, challenges while securing the firm's interest. Exercise appropriate diligence with client information and complete ad-hoc work assigned within expected timelines. Required qualifications, capabilities, and skills include a postgraduate or an advanced degree in business management, finance, or accounting, strong verbal, written, and interpersonal skills, as well as analytical and problem-solving skills. Ability to formulate and articulate objective views based on professional analysis. Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint. Good organization skills and ability to work within time constraints in a highly regulated environment. Work effectively in a team environment while assuming individual responsibility. Experience as a credit officer, underwriter, or similar position with knowledge of accounting and financial statement analysis requiring credit judgment and knowledge of various business models is desirable. Highly motivated individual with a natural passion to learn and an inquisitive personality. Strong sense of accountability and ownership of tasks. Interest in client interaction with strong verbal and written communication skills. Ability to perform well under pressure in a demanding environment managing multiple tasks at the same time and capable of understanding, describing, and debating complex concepts. Thorough knowledge of credit philosophy, loan documentation, bankruptcy, and related legal issues. Strong attention to detail and an excellent work ethic. Proactive approach, a sense of urgency where appropriate.,

Internal Controls & Risk Management, bank liaison, loan documentation, and treasury operations Key Responsibilities: Implement and monitor internal financial controls and compliance procedures Prepare accurate monthly, quarterly, and annual financial reports Analyze financial data to identify trends, risks, and improvement areas Support budgeting, forecasting, and variance analysis Ensure timely reconciliation of accounts, ledgers, and financial statements

As the Treasury Manager at Siemens Gamesa, your primary responsibility will be to lead and manage all treasury operations in India. Your role will involve ensuring governance, strategic execution, and optimization of core treasury activities to support the company's growth and operational efficiency. You will play a crucial role in implementing treasury policies to ensure regulatory compliance and effective risk management. By optimizing liquidity management, working capital, and cash flow forecasting, you will directly contribute to supporting business operations. Your expertise in driving standard methodologies in treasury operations, process automation, and system upgrades will be essential for enhancing operational efficiency. Furthermore, you will be responsible for developing hedging strategies and risk mitigation techniques where applicable. Acting as the treasury representative for internal and external partners, including auditors, tax authorities, and financial institutions, will require strong communication and collaboration skills. To excel in this role, you should have a minimum of 10 years of experience in corporate treasury with leadership experience. Your strategic management of cash flow, banking relationships, and liquidity positions will be critical for success. Additionally, your ability to manage and issue Bank Guarantees and Standby Letters of Credit (SBLC) for customers and vendors, while ensuring appropriate risk coverage, is essential. Supervising bank reconciliation processes, accuracy of financial records, and end-to-end management of loan documentation and credit facilities with banks will be part of your daily responsibilities. Your leadership in preparing, analyzing, and communicating daily liquidity positions and cash reports to senior management, as well as MIS & Treasury reporting, will be crucial for decision-making processes. Continuous engagement with banks and financial institutions to negotiate competitive terms and optimize banking arrangements will be an ongoing task. Your commitment to diversity and inclusion, as well as your passion for driving the energy transition and providing innovative solutions in the wind industry, will align with Siemens Gamesa's values and goals. Siemens Gamesa, as part of Siemens Energy, is dedicated to making sustainable, reliable, and affordable energy a reality by pushing the boundaries of what is possible. By joining our team, you will contribute to our focus on energy transformation and play a part in shaping the future of energy technology. At Siemens Energy, we celebrate diversity and inclusion, recognizing the power that comes from our differences. We embrace individuals from over 130 nationalities, regardless of ethnic background, gender, age, religion, identity, or disability. Our commitment to diversity fuels our creative energy and drives us to energize society as a whole. As a valued member of Siemens Gamesa, you will automatically receive medical insurance coverage, including a considerable family floater cover for yourself, your spouse, and two dependent children up to 25 years of age. Additionally, you will have the option to opt for a Meal Card as part of your CTC, following the company policy terms and conditions for tax-saving benefits. Join us at Siemens Gamesa and be part of a team dedicated to energy transformation and innovation, where your unique talents and contributions are highly valued and celebrated.,

In this role, you will: Manage and develop Loan Documentation team of individual contributors with low to moderate complexity and risk in Loan Documentation functional area Engage stakeholders and internal partners associated with the Loan Documentation functional area Identify and recommend opportunities for process improvement and risk control development within Loan Documentation functional area Provide direction to the Contracts Management or Documentation functional areas with direct impact to companywide objectives within the Commercial Distribution Finance business Make decisions and resolve issues regarding resources, objectives, and operations of Loan Documentation team to meet business objectives Interpret and develop policies and procedures for functional areas with low to moderate complexity within scope of responsibility Collaborate and consult with peers, colleagues, and multiple level managers, as well as interact directly with external customers Manage allocation of people and financial resources for Loan Documentation functional area Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Loan Documentation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of Leadership experience Desired Qualifications: Experience of more than 4+ years in Credit Analysis, KYC and Credit Admin activities in Commercial Lending domain. Sound knowledge of credit agreements, pre and post funding activities, Quality assurance processes, and transaction processing activities Should have experience in financial and non-financial due diligence of corporate entities Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors Strong knowledge on GAAP Accounting / International Financial Reporting Standards Sound knowledge of ratio analysis, cash flow, and trend analysis Proficient and advanced ability with US business writing skills Excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management Strong analytical skills MBA Finance (mandatory) and Bachelor's Degree (Commerce mandatory), equivalent Shift timings 6.30 PM to 3.30 PM, 5 days Work from Office. Job Expectations: Head of commercial capital document management compliance related processes across locations; includes process related to preparation of credit agreements, processing post activation activities, verification of data consistency across platforms, client onboarding activities, transaction processing, KYC etc. Responsible for leading the transition and seamlessly setting up the business Directly manage teams comprising analyst/Team Lead/SMEs and Operations Managers Interact and/or negotiate with senior level business partners in WF US and EGS Flexibility to work in shifts & open for lateral opportunities as per the business requirements Take a lead role in developing and implementing best practices Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures Manages operations of various shared service functions supporting multiple lines of businesses ensuring transitions progress smoothly and process meets its agreed metrics Responsible for creating and monitoring business goals for team that align to Enterprise goals (including LoB expectations) and EGS goals Foster strong relationship with LOB leaders through regular communication Ensure Wells Fargo people strategy is implemented with focus on growth and development needs of team members Plan, Execute and Responsible for People, Process, Risk, Operational Excellence Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering. Supports policy and procedure administration, rating agency reviews, Regulatory requirements, Compliance, Risk Management, Enterprise Information Technology and Legal Responsible to handle escalation and provide speedy resolution.

Draft, review & prepare loan agreements & related legal documents Record Keeping Compliance & Audit support Ensure adherence to RBI, Companies Act & statutory/regulatory requirements Liaise with legal counsel, consultants & financial institutions

As a Wholesale Credit (Business Banking) Associate (Credit Officer) at JPMorgan Chase in Bengaluru, India, you play a crucial role in the Risk Management and Compliance department. Your primary responsibility is to contribute to the firm's sustainable growth by proactively identifying and addressing potential risks. You leverage your expertise to tackle real-world challenges that have an impact on the company, its customers, and the communities it serves. The culture within Risk Management and Compliance encourages innovative thinking, challenges the conventional norms, and aims to achieve excellence. In the role of Credit Officer, your focus is on fostering the growth of the business loan portfolio while safeguarding the bank against potential losses and maintaining a high standard of asset quality. Your duties involve evaluating credit applications for recommendation, independently analyzing risks associated with new transactions, and collaborating with senior colleagues when necessary to assess risk levels. You are tasked with identifying additional information requirements essential for a thorough risk assessment, understanding the customer's business model and its long-term viability, and evaluating the financial strength of customers to pinpoint key risks to their creditworthiness. Furthermore, you are expected to consider alternative credit structures to mitigate risks effectively, make recommendations on credit-related actions, identify critical risks and information needs, ensure the accurate grading of credit facilities, meet designated timelines, and ensure compliance with documentation standards as per business and audit regulations. While you typically work independently with minimal supervision, you also act as a valuable resource for junior Credit Officers, providing guidance and support as needed. To excel in this role, you should possess a minimum of 5-7 years of experience as a credit underwriter or in a similar position that demands business acumen and credit analysis skills. A postgraduate or advanced degree in business management, finance, or accounting is required. You must demonstrate the ability to develop and communicate objective viewpoints based on professional analysis, have a comprehensive understanding of credit philosophy, risk guidelines, loan documentation, bankruptcy, and relevant legal matters. Strong verbal, written, and interpersonal communication skills, coupled with sound analytical and problems-solving abilities, are essential for success in this role. Additionally, you should exhibit good organizational skills, the capacity to work under time constraints in a heavily regulated industry, and the ability to collaborate effectively within a team environment while taking individual accountability and assisting in the growth of junior analysts.,

This role includes: Banking and Treasury Operations: Timely bank reconciliations, cash flow management, accurate entry of bank transactions, loan documentation, and investment tracking. Statutory Compliance: Ensuring accuracy in tax deductions (GST, TDS), validation of Input Tax Credit (ITC) and Reverse Charge Mechanism (RCM), and timely filing of statutory returns (GSTR-1, GSTR-3B, GSTR-9). Accounts Payable: Timely processing of vendor payments with special focus on MSMEs, vendor reconciliation, and master data management. Audit and Financial Reporting: Coordination for internal and external audits, preparation of schedules, and responding to auditor queries. Maintaining accurate records in ERP/Tally, and ensuring financial compliance. Profit & Loss and Balance Sheet Analysis: Assisting in monthly and quarterly closing, analyzing variances, supporting preparation of MIS reports, and ensuring integrity of financial statements. Compliance Monitoring: Using tools like Complinity for tracking internal control and statutory compliance. The role involves cross-functional coordination and external liaison with banks, auditors, vendors, tax authorities, and government bodies. Strong analytical skills, attention to detail, and proficiency in SAP/Tally/Excel are essential. Role & responsibilities Preferred candidate profile

Job Purpose / Summary: The Auditor Concurrent Audit in Branch Banking is responsible for performing real-time audits of the branch’s financial transactions and operations. The role involves verifying compliance with internal policies, regulatory requirements, and assessing the effectiveness of internal controls. The auditor will identify risks, discrepancies, and inefficiencies in the branch's operations, providing timely feedback to branch management and recommending corrective actions to mitigate risks and ensure smooth banking operations. Concurrent Audit (Housing Finance) is responsible for performing real-time audits of various financial and operational activities within the housing finance department. The role involves examining loan origination processes, disbursements, collections, customer account management, and ensuring compliance with regulatory requirements, organizational policies, and industry best practices. The Auditor will also identify discrepancies, report issues, and provide recommendations to enhance internal controls, mitigate risks, and ensure operational efficiency. The Auditor for Concurrent Audit of Small Enterprise Loans plays a key role in assessing the loan portfolio for small enterprises by conducting real-time audits to evaluate adherence to company policies, regulatory requirements, and risk management practices. This role ensures that the loan disbursement, approval, and recovery processes are accurate, compliant, and effective. The Auditor works closely with the audit team and other business units to identify areas of improvement and mitigate potential risks. Duties and Responsibilities: Real-Time Auditing Internal Controls Review Compliance Monitoring Transaction Verification Risk Identification Audit Reporting Fraud Detection Training & Awareness Documentation & Record Keeping Experience / Skillset / Certifications Required: Educational Qualification- Bachelor's degree in Accounting, Finance, Commerce, or related fields. Relevant Job Experience- Minimum of 1-2 years of experience in auditing in branch banking, risk management, or credit analysis, preferably within the banking or financial services sector. Experience with loan documentation, financial transactions, or housing finance operations is highly beneficial Skills and Competencies-Proficiency in banking software and Core Banking Systems (CBS).Strong knowledge of MS Excel for data analysis, report preparation, and financial reconciliation.

Grade - DVP/AVP Job Description Develop and execute Companys Investor Relations Strategy, ensuring alignment with organization objectives Actively engage with potential investors and lenders for equity and debt funding Drive end-to-end execution of transactions from investor/lender interaction, deal structuring, covenant negotiation, pricing, handling diligence process to term sheet finalization Maintain strong relationships with investors and lenders Strive for continuous improvement in commercial terms and covenants negotiation Monitoring loan documentation and ensuring compliance related to fund raise Ensuring timely reporting to investors/lenders/regulators where applicable Effectively manage the companys liquidity position, ensuring timely availability of funds to meet repayments, disbursements and operating requirements Desired Candidate: Professional fund-raising experience with NBFC and strong relationships in the industry Strong interpersonal skills and the ability to build relationships with stakeholders Educational Qualifications: CFA / CA / MBA Minimum 8-10 years of post qualification experience Strong relationship in PSU banks

We are hiring Fresh Graduates for the role of Finance Executive at our dealership locations in Vijayapura and Trichy . The role involves assisting customers with car loan processing , documentation , and sales coordination . Key Responsibilities: Assist walk-in customers with car loan options Collect and verify loan documents Coordinate with credit team for file login and approvals Ensure timely disbursement of loans Follow-up for Post Disbursement Documents (PDDs) Maintain TAT and service standards Build good rapport with dealer sales team Visit customer premises if required for documentation Eligibility Criteria: Education: Graduate (Any Stream B.Com, BBA, B.Sc, etc.) Experience: Fresher (0–1 year) Preferred Skills: Good communication, MS Excel basics, willingness to travel locally 8383087401 SIMRAN

Your key responsibilities Support lending processes including Collateral Management, Fee collection, Support derisking process, client billing, reporting & Audit Trade Lending transaction coordination both internally (with operations, compliance, product, and other internal stake holders) as well as engage with clients to ensure seamless execution of trade lending transaction to the satisfaction of client. Support clients with regulatory guidance and inputs on Trade Finance & Lending including Central Bank Directives, Country specific regulatory guidelines. Static data maintenances on TF Lending & other related platforms Assisting in data extraction/MIS preparation for clients & other key stakeholders Promote digital solutions and enable implementation of these solutions to Corporate clients Work as an integral member of deal teams on mandated Trade Finance transactions. Engage with stakeholders for compliance and Audit requirements. Work closely with TF Lending operations, Product and Compliance to streamline processes, facilitate MI and Analytics Maintain global internal reporting trackers to ensure proper monitoring of completion and reporting to management, support the implementation of monitoring tools for senior management/audit Maintain internal process documents and Key Operation Procedures for the Desk Your skills and experience Desired background Post Graduate with more than 6 years experience in Trade Lending roles. Comprehensive knowledge of Banking products in General and Trade finance & Lending in particular. Strong understanding of Loan documentation, loan bookings and post loan booking processes. Extremely strong written and verbal communication skills Driven and motivated to work under tight timelines, and US business hours Extremely diligent and hardworking to efficiently manage deadlines across multiple transactions Excellent skills in using MS Office Power point and Excel Strong academic background.

As a Business Development Manager (BDM) at Evendigits, your primary responsibility will be to identify new business opportunities, foster client relationships, and drive the growth strategy of the company. You will need to take a proactive approach to networking, have a good understanding of financial services, and assist clients in navigating through loan documentation and funding procedures. Your key responsibilities will include identifying and pursuing new business opportunities to expand the client base, generating and qualifying leads through research, networking, and referrals, assisting clients with loan documentation and application processes, coordinating meetings with clients to understand their finance requirements, building long-term relationships with industry professionals, company executives, and lending institutions, maintaining a strong pipeline of prospects, and providing regular updates to senior management. Additionally, you will collaborate closely with the internal finance team to ensure accurate proposal and report preparation. To qualify for this role, you should hold a Bachelor's degree in Finance or Marketing and have up to 3 years of experience in banking or product marketing. Previous exposure to sales and marketing would be advantageous. Candidates are required to be local or well-acquainted with the Pune region. Join Evendigits as a Business Development Manager and play a key role in driving the company's business growth and client relationships.,

Job Title: Regional Manager Business Legal Company: Ambit Finvest Private Limited Locaon: Bengaluru or Chennai Experience: 8+ Years Funcon: Legal & Compliance Product Focus: Secured Loan Against Property (LAP) Travel Requirement: Yes Regular travel across Tamil Nadu and Karnataka for property legal verica¢on and coordina¢on with business teams. About Ambit Finvest Private Limited: Ambit Finvest Private Limited, the lending arm of the Ambit Group, is a Non-Banking Financial Company (NBFC) focused on providing growth capital to small and medium-sized enterprises (SMEs) in India. We are commi¢ed to building long-term rela¢onships with our customers by oering secured business loans, backed by a deep understanding of their nancial needs and opera¢onal reali¢es. Our Secured LAP (Loan Against Property) product is designed to address working capital gaps, business expansion, and other nancial requirements of SME borrowers. Our team combines deep domain exper¢se with strong governance and compliance, enabling sustainable credit delivery across India. To know more, visit: h¢ps://nvest.ambit.co Posi¢on Overview: We are hiring a Regional Manager Business Legal to oversee legal support for our Secured LAP opera¢ons in South India, primarily Tamil Nadu and Karnataka. This role involves ensuring clean property ¢tle, proper documenta¢on, legal compliance, and stakeholder coordina¢on with regular travel. Key Responsibili¢es: 1. Legal Review & Title Search: o o Review legal reports and ¢tle search documents from empaneled advocates. Ensure reports meet internal standards and regional legal requirements. 2. Legal Opinion & Clearance: o o Provide legal clearance for proper¢es in SME and LAP loan proposals. Validate property ¢tles and mi¢gate legal risks. 3. Title Verica¢on & Documenta¢on Gaps: Iden¢fy legal issues, encumbrances, or missing documenta¢on. o o Recommend rec¢ca¢ons and addi¢onal documenta¢on where required. 4. Document Verica¢on: Verify original property documents (sale deeds, ECs, tax receipts) before o disbursement. 5. Loan Documenta¢on Ve¢ng: Review and vet all loan-related and collateral documents to ensure legal o enforceability. 6. Legal Dra¢ing: Dra¢ undertakings, indemni¢es, declara¢ons, and other suppor¢ng legal o instruments. 7. Due Diligence & Risk Mi¢ga¢on: Ensure all legal due diligence is completed in compliance with company and o regulatory standards. Key Requirements: ¢ ¢ Qualica¢on: LLB (mandatory) Experience: 8+ years of relevant legal experience, ideally in NBFCs, banks, or real estate law rms. ¢ Regional Exper¢se: In-depth knowledge of property and land laws in Tamil Nadu and Karnataka. ¢ ¢ Strong legal dra¢ing, documenta¢on, and risk assessment capabili¢es. Willingness to travel regularly across the assigned regions for property visits and legal coordina¢on.

About this role: Wells Fargo is seeking a Business Execution Associate. In this role, you will: Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives Collaborate and consult with mid-level managers or cross-functional business partners Provide work directions toless experiencedStrategy and Execution staff Required Qualifications: 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Work closely with both internal stakeholders and users to meet their service needs Apply technical knowledge and expertise to perform work and action requests Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further Overall experience in reading and interpreting various loan documents and financial statements. Credit background; strong familiarity with legal documents related to credit facilities Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc. Understanding of different elements of a Loan Agreement Understanding of different credit facilities Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits Understanding of the Loan Lifecycle Experience with Loan SORs and SOOs Loan IQ, Delta, CORS, Credit View, AFS Detailed understanding of an underwriting memo Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates Synthesizes complex or varied sources of information to create reports Provides summaries and supporting information to build effective narratives and enhance report utility Effective organizational, multi-tasking, and prioritizing skills Excellent verbal, written and interpersonal communication skills Solid problem solving and decision-making skills Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros. Willing to work in mid-shift working hours 1:30 PM to 10:30 PM IST

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

GRADE - SM DEPARTMENT Housing Loans REPORTS TO - Area Manager - Housing REPORTING INTO - Relationship Manager & Loan Officers ROLE PURPOSE & OBJECTIVE Housing Loan is a growing business for Ujjivan. The Cluster Manager-Housing Loan is an important position that will drive this business in the respective cluster. The position is responsible for overall growth and success of the business in the cluster. Built efficient team of Loan officers in the clusters assigned Oversees the performance of the HL portfolio of his/her cluster and branch in terms of growth (amount and client base) and productivity of loan officers by guiding them and carrying out constructive reviews of their performance Overall responsible for the control and recovery of loans in his/her region, risk assessment and recovery strategies. In coordination with the branch, credit & product teams, identifies suitable branches and locations for Housing business loan and gets the locations activated through Area Managers. Ensures proper goal setting, resource planning, marketing and sourcing of HL business. Identifying legal and technical evaluators in the locations during expansion. Work closely with product and marketing team to drive suitable branding and marketing activities in his/her respective cluster. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Cost of hiring and placing new Relationship Officers at Branches Operational Cost of managing the Conveyance and Claims of Relationship Officers Cost of procurement marketing collaterals, sales aids Shall be expected to manage a portfolio of Rs.15 Cr. Progressively Managing a single product across the branches of operations Managing a team size of 5 employees progressively Managing assets like marketing collaterals, Stationary, Dockets and Systems Managing hiring and placement of Relationship Officers in required Branches KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Daily/ Weekly /Monthly monitoring of the accomplishment of targets according to the annual/monthly targets established for the area and branches under his/her responsibility to provide guidance and solutions to his/her team as required Assign targets and results on daily, weekly, monthly basis of portfolio of risk by different categories such as days in arrears, number of installment due, amount within his/her region by area, branch, loan officer with the objective to identify tendencies and risks. Supports Loan Officers- in his/her area in their duties of client visits, risk assessment and recovery strategies Efficient staffing by timely recruitment & training Implement, supervise and control effectiveness of commercial strategy with his/her team to reach the productivity and growth targets established. Approve deviations and exceptions according to policy in place. Ensure, supervise the correct implementation of the credit procedures including all the respective tools Customer (Both Internal & External) Ensure customers are educated about all products/services offered by Ujjivan. Ensure lower customer attrition by providing different products as per customer requirement. Focus on lower TAT as per laid down standards. Internal Process Ensure compliance with lending guidelines, quality framework and audit requirements; ensure speedy resolution of any audit observations and take necessary steps to prevent recurrence audit and other regulations. Monitor health of portfolio Sanctioning of loans according to the policy in place. Ensure, supervise the correct implementation of the credit procedures including all the respective tools Discuss strategies and changes in terms of products, capacity building, procedures etc. Innovation & Learning Ensure that all members of his team are up to date on all relevant circulars and all products/services offered in the Branch Evaluate the staff competences in terms of promotion, business assessment and credit risk assessment capacity and propose solutions for improvement Ensure adherence to training man-days/ mandatory training programs for self and reportees Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goals/metrics and take corrective action wherever required; undertake disciplinary and attendance monitoring of Housing Loans team. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in Commerce or relevant subjects An MBA or equivalent is an added advantage Experience(Years and Core Experience Type) 4-9 years in sales and documentation of loans of which at least 2 years in Housing Loans, home loans or loan against property in an NBFC/ Bank/HFC. Mixed experience of Sales & Credit is acceptable, but should be predominantly in sales Certifications Relevant certifications shall be an added advantage Functional Skills Ability to create teams and drive sales performance. Will be required to take complete ownership of Housing business at Cluster level. Ability to engage with customers, Plan & execute Marketing and Sales promotion Ability to speak and read regional language(s)- is desirable. Ability to communicate in English (Read-speak-write) is required. Has good verbal fluency and uses simple, clear and purposeful language. Adequate Computer knowledge Behavioral Skills Sound Product knowledge Should possess Training Skills Willingness to travel & relocation as per business requirements and career opportunities Managing customer relations Performance oriented Competencies Good Computer Knowledge Competent to handle MIS systems and Lending Software.

The Loan Doc & Proc Analyst 2 role is a developing professional position where you will apply your specialty knowledge to monitor, assess, analyze, and evaluate processes and data. Your responsibilities will include identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching factual information. You will also be expected to identify inconsistencies in data, define business issues, and formulate recommendations on policies, procedures, or practices. In this role, you will integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. Your impact will be limited but direct on the business through the quality of the tasks/services you provide, primarily within your own team. As an individual in this role, you must exhibit accountability, ethics, results orientation, trustworthiness, and credibility. Your job scope involves managing the preparation and review of loan documentation while providing support for various tasks related to the loan process. You will independently process and close loans within a complex loan operations environment, supporting a wide range of products/services. Additionally, you will follow established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research. Your role will entail making recommendations to management for process improvement and resolving problems by selecting solutions based on acquired technical experience and precedents. You will design and analyze moderately complex loan documentation reports, make evaluative judgments based on factual information, and provide assistance in implementing process improvements. Minimizing risk to the bank through increased knowledge of procedural requirements and adhering to audit and control policies will be crucial aspects of your responsibilities. You will be expected to timely manage and escalate all inquiries and issues related to loan processing, interact directly with external customers to disseminate or explain information, and demonstrate an intermediate level of understanding of products, processes, and how your duties relate to other teams. Effective utilization of communication, interpersonal, and diplomacy skills to interact with colleagues and stakeholders is essential, along with demonstrating an excellent knowledge of Bank related systems. With 3-5 years of relevant experience and an elementary level knowledge of Business Processes, Systems, and Tools used in the Loan Process, you are required to understand Loan Processes, Procedures, Products, and Services and to identify, mitigate, manage, resolve, and escalate risks and issues. Compliance with applicable laws, rules, regulations, and policies is crucial. A Bachelors/University degree or equivalent experience is the educational requirement for this role. If you are a person with a disability and need a reasonable accommodation to use the search tools or apply for a career opportunity, please review Accessibility at Citi. You can also view Citi's EEO Policy Statement and the Know Your Rights poster for more information. (Note: This job description provides a high-level overview of the work performed. Additional job-related duties may be assigned as required.),

The Loan Documentation Specialist for Solar Project Financing in Delhi will be responsible for managing and coordinating all documentation and compliance activities related to raising loans for solar projects from NBFCs, banks, and other financial institutions. The ideal candidate will have hands-on experience in preparing and submitting financial and technical documentation, liaising with lenders, and ensuring compliance with sanction and disbursement conditions. Key Responsibilities: - Prepare, compile, and review all necessary documentation required for loan applications for solar projects. - Coordinate with internal departments to gather financial, technical, and legal information required by lenders. - Liaise with NBFCs, banks, and financial institutions to understand documentation needs and ensure timely submission. - Respond to queries from lenders and facilitate due diligence processes. - Ensure accurate and complete documentation as per the checklist of financial institutions for loan sanction and disbursement. - Track and comply with all post-sanction disbursement conditions, covenants, and legal requirements. - Maintain organized records of all loan-related documents and correspondence. - Work with legal, technical, and financial consultants, as needed, for loan processing support. - Support in negotiating loan terms and conditions in coordination with senior management. Key Requirements: - Bachelors or Masters degree in Finance, Commerce, Business Administration, or related field. - Minimum 3-5 years of experience in loan documentation for infrastructure or renewable energy projects, preferably solar. - Strong understanding of project finance, loan processes, and disbursement conditions. - Experience in dealing with NBFCs, banks, and other financial institutions. - Excellent communication and coordination skills. - Proficiency in MS Office (Word, Excel, PowerPoint) and documentation tools. - Detail-oriented with strong organizational and time-management skills.,

Position - Relationship Manager - Commercial Vehicles-SARAL Loans-Marketing Branches Operations Department - Commercial Bank- Commercial Vehicles Sales Job Role Responsible for sourcing and identifying new business of Commercial Vehicles LoansTerm loans for the bank through focused CBRL Regular Unbank locations across designated branch areas. Meeting individual customers to pitch in the product, conducting field visits. Prepare & collect loan documentations from customers, issuing authorities. Log in complete files with credit & resolve queries thereon for approvals. Assist customers/borrowers for documentation, servicing interests and repayment of dues. Assist customers for mortgage of collateral securities (land) in favor of bank. Collect PDD documents & update in bank system. Achieve the monthly volume and disbursement targets assigned. Manage existing dealer relationships & identify new channels for building business Supervise, motivate and guide sales team assigned and track their productivity & performance. Train & test sales team regularly on product knowledge and schemes. Share market feedback on product & schemes with Product Team in Head Office to develop customer specific product offerings. Help sales teams understand incentive schemes and dealer payout process. Publish daily performance reports & business dashboard to supervisors. Monitor approvals and disbursement TAT to remain competitive without compromising on companys norms & policies. Coordinate with operations, credit etc for necessary support & ensure loan disbursement within TAT. Identify bottlenecks areas of development in the entire customer life cycle process and share insights with product desk. Look at efficacy of the products being deployed and work on improving the value proposition to the customers being targeted. Role will require travel to understand the insights of the regional process & structure. Post Graduate Diploma in Management. Excellent Interpersonal and People Management Skills. Strong Financial acumen. Stakeholder management & team handling skills. Innovative & Zeal to work on challenging assignments.

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

About this role: Wells Fargo is seeking a Senior Commercial Real Estate Portfolio Representative. In this role, you will: Evaluate moderately complex financial performance of borrower and guarantor based on a variety of factors and determining an appropriate risk rating, both qualitative and quantitative; this would include review of financial statements and compare it against Commercial Real Estate guidelines Analyze historical cash flows and developing proforma based on historical performance of the property and relevant market data Evaluate existing leases within the property to determine possible impact on cash flows by reviewing for pertinent clauses, such as termination options and go dark Review loan documents and summarize salient facts of the loan and ongoing covenants (both financial and non-financial) to be maintained by the borrower Perform market research of real estate using various third-party applications and compare performance of subject property against market data to draw conclusion of overall performance Review third party documents, such as appraisal, site inspection report, property condition assessment report to infer overall performance of the property and identify significant factors which may impact asset Document and synthesize all findings based on above mentioned reviews Quality check work performed by junior team members and provide appropriate feedback on the same Understand the feedback received from the onshore team members and disseminate the same to the team Provide training to the team members and educate them on different scenarios Communicate with Asset Managers and make sure to deliver the desired output Required Qualifications: 4+ years of commercial real estate industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Good verbal and written communication skills.