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5.0 - 9.0 years
0 Lacs
pune, maharashtra
On-site
As a Commercial Real Estate (CRE) Loan Processor & Closer at AVANA Companies, you will be an integral part of the loan origination and closing process. Your responsibilities will include preparing loan files, performing financial statement analysis, and assisting with credit decision data entry. You will work closely with borrowers, loan representatives, third-party vendors, and legal counsel to ensure a smooth and timely closing process. Key Responsibilities: - Collection of Borrower and Property Information: - Provide excellent customer service to various stakeholders involved in the loan process. - Gather necessary borrower, guarantor, and property information for the loan file. - Coordinate with third-party vendors for required reports. - Ensure timely receipt and review of all necessary documentation. - Verification of Loan Information: - Maintain accurate and complete loan files. - Review and verify borrower information for consistency and completeness. - Proactively address potential issues to ensure smooth underwriting. - Loan Closings: - Act as the primary point of contact between all parties involved in the closing process. - Coordinate due diligence materials and manage the closing process. - Collaborate with legal counsel, underwriters, and internal teams for timely preparation of loan documents. - Ensure all pre-closing conditions are met and address last-minute changes for on-time closings. - Manage proper recording of legal documents and post-closing requirements. Qualifications Required: - 5+ years of experience in commercial real estate loan closings or related field. - Bachelor's degree in finance, real estate, business administration, or related field preferred. - Strong understanding of business financial statements, tax returns, and credit reports. - Excellent communication skills and ability to manage multiple closings simultaneously. About AVANA Companies: AVANA Companies specialize in lending to niche industries like hospitality, construction, and commercial real estate. They prioritize providing the best service for borrowers while minimizing risk for investors. With a focus on innovation and excellence, AVANA Companies have originated loans exceeding $6.5 Billion and managed $1 Billion in assets. Their core values include putting people first, doing the right thing, taking the lead, making an impact, and striving for excellence. Join AVANA Companies: If you are driven, eager to learn, and ready to advance your career in commercial real estate lending, AVANA Companies offer a competitive salary, benefits package, opportunities for growth, and a collaborative work environment. Apply now to be a part of a dynamic team that values hard work, innovation, and creating opportunities for success.,
Posted 20 hours ago
5.0 - 8.0 years
7 - 10 Lacs
mumbai
Work from Office
JOB OVERVIEW: This role involves managing security creation, documentation, and monitoring of portfolio companies cash flows, covenants, TRA, and MIS, while ensuring legal and regulatory compliance. It offers the opportunity to safeguard financial interests and contribute to the long-term success of the portfolio. KEY STAKEHOLDERS: Portfolio companies (External) Investment team Legal Team Audit / Credit Operations team Desired Candidate Profile: Educational Background & Experience: MBA/CS/LLB/Graduate with 5+ years of experience in any debenture trustee and/ or asset monitoring role or credit operations role with a corporate-lending focused bank/ NBFC/ credit fund Regulatory Knowledge – Working understanding of the Companies Act, 2013 and related statutory regulations relevant to accounting and compliance in portfolio companies. Ownership & Adaptability – Demonstrates initiative, accountability, problem-solving ability, and decisiveness in dynamic situations. Collaboration & Communication – Effective team player with excellent interpersonal skills and strong communication, capable of engaging with stakeholders in portfolio companies. KEY RESPONSIBILTIES: Loan Documentation & Compliance – Assist in preparing and reviewing wholesale loan documentation, security creation, and scrutiny of executed documents, ensuring timely perfection of charges (mortgage, hypothecation, etc.). Stakeholder Coordination – Collaborate with credit, finance, legal teams, and other stakeholders to enable smooth deal closures while protecting investor rights. •Monitoring & Tracking – Maintain comprehensive trackers for each portfolio company, monitor disbursed cases, and ensure compliance with agreed deliverables. Audit & Trusteeship – Handle internal audit queries and oversee operational aspects of the trusteeship mandate.
Posted 1 day ago
2.0 - 7.0 years
6 - 8 Lacs
navi mumbai, maharashtra, india
On-site
Qualification: CA/MBA-Finance/CFA/CWA/FRM/M.COM Accounts and Finance Experience: Minimum 2 years Key Responsibilities: Fair understanding of Loan and Debt Market instruments such as Term Loans, NCDs, Commercial Paper (Secured, Unsecured, Market-linked Instruments), ECB, DA, PTC, etc. Responsible for liaising with institutions including Public and Private sector Banks, NBFCs, Investors, Mutual Funds, Insurance Companies, etc. Fair understanding of legal documentation and liaising with lenders legal counsel, in-house legal department, Security Trustees, Rating Agencies, and other intermediaries. Fair understanding of financial modelling including bank CMAs, able to build and interpret financial models and cash flows. Initiating and monitoring deals from scratch till closure of transactions. Negotiating and pricing the debt program to meet organizational goals of borrowing at the best possible rates. Experience in monitoring and reporting covenants; calculation and reconciliation of interest payable; preparation of replies to queries/observations of lenders. Fair understanding of periodic compliances (Monthly/Quarterly/Semi-annual/Annual) of lenders. Domain: Preferably NBFC Treasury / Corporate Treasury / Bank Credit Department
Posted 1 day ago
0.0 years
3 - 6 Lacs
bengaluru, karnataka, india
On-site
Job Summary: Responsible for recovering overdue loans by contacting clients, negotiating repayment plans, and ensuring timely collections. Any candidate who wants to apply can contact on the given contact number.08375858125 Key Duties: Follow up with defaulters via calls and visits Negotiate and monitor repayment schedules Keep records of recovery activities Work with legal team if needed Meet recovery targets Requirements: Good communication skills Basic knowledge of finance/loans Previous experience in collections is a plus Any candidate who wants to apply can contact on the given contact number.08375858125
Posted 3 days ago
8.0 - 10.0 years
0 Lacs
bengaluru, karnataka, india
On-site
TFL - Lending, AVP Position Overview Job Title: TFL - Lending Corporate Title: Assistant Vice President Location: Bangalore, India Role Description The Assistant Vice President (AVP) for Lending operations will be responsible for operational oversight of Loan servicing transactions and Trading activities. This role requires a deep understanding of Bi-lateral and Syndication Loan life cycle, knowledge of Loan servicing systems, reconciliation and break resolution. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your Key Responsibilities Supervise a process which performsDeal Setup, process Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, collection of interest, Nostro & Past Due Reconciliation Closely monitor the team on a day-to-day basis to ensure all SLA's (Quantity & Quality) are met and any exceptions are immediately escalated for resolution. Supervision & assessing work allocation, identifying areas of capacity during day across all sites. Implement strategy and core objectives for the team in line with the global operations roadmap. Engage and influence stakeholders, internal partners, and peers associated with the Lending Operations functional area Identify and recommend opportunities for process improvement and risk control development within Lending Operations functional area Ensuring all controls and DB requirements are adhered to at all times and any risk items escalated immediately. Comply with audit and compliance regulations and be the focal point for internal and external audits. Be the SME handle complex Process related queries and clarifications from the Team members. Critical in providing input, development and management of projects in the team on client transitions, system enhancements, end to end process reviews. Manage process escalations from internal/external customers. Maintain high levels of engagement with the Lenders, Middle Office, Finance, Business and Credit Risk Managers. Participate in the formulation and implementation of new and revised systems, policies, and guidelines Collaborate with and influence all levels of professionals, including experienced managers Ensure timely escalation to Senior management, as appropriate. Comply with DB Policies, Guidelines and Controls. Your skills and experience Master's / bachelor's degree in finance, Accounting with a minimum of 8-10years relevant experience in New loan setup, loan servicing work experience in a Back office/Financial industry Candidates must have knowledge of Nostro/Cash matching, General Ledger reconciliation, SWIFT and other remittance systems Strong Loan IQ (LS2) skills Strong understanding of deal origination and syndication process Experience with web-based systems (clearpar, debtdomain) Familiarity with loan documentation, credit agreements, admin forms, assignment agreements Strong problem solving and investigative skills to undertake analysis, resolve issues/problems related to the process Strong risk & control mindset Strong people and performance management skills Should be open to work in EMEA/US shifts How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 3 days ago
2.0 - 5.0 years
4 - 7 Lacs
nagpur
Work from Office
Job Role Responsible for sourcing and identifying new business of Commercial Vehicles Loans /Term 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. P Job Role Job Requirements Job Role
Posted 4 days ago
2.0 - 5.0 years
4 - 8 Lacs
nashik
Work from Office
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 Loans /Term 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.
Posted 4 days ago
2.0 - 6.0 years
5 - 8 Lacs
visakhapatnam, delhi / ncr, mumbai (all areas)
Work from Office
Drive sales and business development for Approved Project Funding (APF) products in the assigned area. Manage sourcing of APF cases through builders, channel partners, and the sales team, ensuring achievement of sales targets. Handle ticket sizes typically ranging between 75 Lakhs to 3 Crores. Maintain strong builder relationships to expand the APF base in the market. Achieve monthly/quarterly/annual sales targets (disbursements & sourcing). Handle Number of APF builder tie-ups and quality of relationships.
Posted 4 days ago
0.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Role : Credit Manager for Business Loans Responsible for evaluating and managing the creditworthiness of potential business borrowers, assessing risks, and ensuring compliance with company credit policies. They analyze financial information, monitor loan performance, and manage collections, ultimately minimizing financial risk and maximizing profitability for the lending institution. Key Responsibilities: Credit Assessment: Reviewing loan applications, financial statements, credit reports, and other relevant documents to assess a business's creditworthiness. Risk Analysis: Identifying potential risks associated with lending to specific businesses, evaluating their ability to repay loans, and determining appropriate loan terms. Loan Approval: Approving or rejecting loan applications based on creditworthiness and adherence to company policies. Credit Limit Determination: Setting appropriate credit limits for approved loans, ensuring they align with the borrower's financial capacity and risk profile. Interest Rate Determination: Determining interest rates for loans based on factors like credit risk, market conditions, and company policies. Loan Documentation: Ensuring the accuracy and completeness of all loan documentation, including loan agreements, security documents, and other relevant paperwork. Credit Monitoring: Continuously monitoring the performance of existing loans, identifying early warning signs of potential defaults, and taking necessary actions to mitigate risks. Relationship Management: Building and maintaining relationships with internal stakeholders, such as sales and relationship management teams, as well as external stakeholders, such as borrowers and industry professionals. Reporting: Preparing reports on loan performance, risk exposure, and other relevant metrics for management and other stakeholders.
Posted 5 days ago
1.0 - 3.0 years
2 - 4 Lacs
chennai
Work from Office
Reports to: Area Manager Department : Gold Loan Role purpose: Increasing branch walk-ins & sourcing new customers through local level activities. To increase awareness of Gold Loan branch in local areas & thereby increase branch business. Key accountabilities and decision ownership: Have clear understanding of FedBank Gold loan Programmes. Have clear understanding of documentation required in Gold loan. Understand process of Gold Loan disbursals. Ensure daily door to door & shop to shop marketing. Ensure that Gold Loan branch is popularized in catchment area of 5 square kilometers for enhancing walk-ins resulting in business. Maintain customer contact details for customer follow-up by branch team. Maintain & update MIS required by Branch team, Area Manager & Head Office on daily basis. Core competencies, knowledge and experience: Graduate/Post Graduate. Good Direct sales skills. Ability to do field work in all times. Key performance indicators : Financial stakeholders management Process Efficiency Customer Centricity Direct reports : None
Posted 5 days ago
1.0 - 4.0 years
7 - 9 Lacs
navi mumbai
Work from Office
Role & responsibilities 1. Role Overview The Assistant Company Secretary will support the Company Secretary in ensuring compliance with statutory and regulatory requirements under the Companies Act, 2013, SEBI Regulations, RBI guidelines for NBFCs, and other applicable laws. The role also involves handling legal documentation related to loan transactions, drafting agreements, and supporting board/committee functioning. 2. Key Responsibilities Secretarial & Compliance Assist in convening and conducting Board, Committee, and General Meetings , including preparation of notices, agendas, presentations, minutes, and related records. Ensure compliance with the Companies Act, 2013 , SEBI LODR Regulations, and RBI NBFC regulations. Preparation and filing of statutory forms/returns with MCA, BSE, SEBI, and RBI. Maintain and update statutory registers, records, and filings in compliance with applicable laws. Assist in drafting corporate policies (Board-approved policies, committee charters, etc.) and monitoring adherence. Support in preparation of Corporate Governance Reports, Annual Reports, and other SEBI-mandated disclosures . RBI & SEBI Compliance Monitor regulatory updates relevant to NBFCs and listed companies. Assist in preparing periodic returns, reports, and intimations to RBI, BSE, and SEBI. Coordinate with regulators, statutory auditors, secretarial auditors, and internal teams for compliance matters. Legal & Documentation Draft, review, and vet loan documentation, agreements, deeds, undertakings, and other contracts . Ensure that loan documentation aligns with company policies, RBI guidelines, and applicable legal requirements. Liaise with external legal counsel on specific matters, if required. Maintain a repository of legal documents and track compliance with covenants and contractual obligations. Other Responsibilities Assist in handling investor relations compliance and queries related to shareholders. Support in drafting board resolutions, and internal authorizations . Work with cross-functional teams (finance, accounts, legal, compliance) to ensure smooth operations. Handle any additional responsibilities as may be assigned by the Company Secretary or management. Preferred candidate profile 1. Desired Candidate Profile Qualified Company Secretary (ACS) from the Institute of Company Secretaries of India (ICSI). 02 years of post-qualification experience in secretarial and compliance functions (experience in NBFC/financial services sector preferred). Knowledge of Companies Act, 2013, SEBI LODR, RBI NBFC Regulations, FEMA, and allied laws . Familiarity with loan documentation and corporate legal agreements . Strong drafting, communication, and organizational skills. Proficiency in MS Office and exposure to compliance software/tools is desirable.
Posted 5 days ago
2.0 - 5.0 years
4 - 7 Lacs
nagpur
Work from Office
Job Role Responsible for sourcing and identifying new business of Commercial Vehicles Loans /Term 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. P Job Role Job Requirements Job Role
Posted 6 days ago
4.0 - 9.0 years
7 - 17 Lacs
bengaluru
Work from Office
About this role: Wells Fargo is seeking a Senior Commercial Loan Closing Representative. In this role, you will: Support performance of less experienced staff and overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Perform complex legal activities for loan documentation that may also include documentation purchased from a third party source, internal staff and the Corporate Legal Group Provide subject matter expertise and interpretation of procedures to less experienced individuals Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards Interact with immediate team and Commercial Loan Closing Interact with internal customers Required Qualifications: 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Posted 1 week ago
1.0 - 3.0 years
2 - 5 Lacs
vanur
Work from Office
Key Responsibilities : - Generate and qualify leads for microfinance products. Build and maintain client relationships. Assist clients with loan applications, documentation, and queries. Support branch in achieving sales and collection targets. Conduct field visits for client acquisition, collections, and follow-ups. Report market insights and client feedback to the branch manager. Required Skills & Qualifications : - Experience in sales, business development, or microfinance preferred. Strong communication and persuasion skills. Ability to work in field operations. Target-driven with a client-focused approach.
Posted 1 week ago
5.0 - 10.0 years
7 - 17 Lacs
bengaluru
Work from Office
About this role: Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist In this role, you will: Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements Coordinate all aspects of resolving open customer service issues; interact with internal and external customers Serve as primary liaison and work collaboratively with Line of Business, Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications Serve as an escalation point in the resolution of client issues Conduct quality reviews and monitor key performance metrics related to efficiencies and effective processes Identify activities of the team to ensure conformity with established procedures Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals May lead projects, teams, or serve as a mentor for lower-level staff; may contribute to strategic initiatives Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements Required Qualifications: 5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Minimum 5 years of LIQ proficiency or equivalent lending platforms. Minimum 5 years of training related expertise such as drafting training plans, conducting training courses, defining onboarding milestones etc. Minimum 5 years of supervising daily deliverables of the team and performing critical end-of-day check-out Exposure to and/or experience in Syndication/Participation, trades, and foreign loan originations Knowledge of loan documentation; construction loan budget monitoring experience; and title work experience. Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to effectively resolve problems and conflicts at the immediate and root-cause levels Ability to work effectively, as well as independently, in a team environment Ability to work in a fast-paced deadline driven environment Sound critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change Good business communications skills and be recognized as someone who delivers extraordinary and superior customer service
Posted 1 week ago
2.0 - 7.0 years
7 - 17 Lacs
hyderabad
Work from Office
In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Posted 1 week ago
6.0 - 11.0 years
7 - 17 Lacs
hyderabad
Work from Office
About this role: Wells Fargo is seeking a Lead Commercial Loan Servicing Representative In this role, you will: Provide training and guidance to less experienced Commercial Loan Servicing representatives in interpreting and understanding complex policies as well as managing cross group projects Research, respond to and resolve complex inquiries Train others on complex loan agency inquiries and servicing language in loan documentation and interpretation, as well as an understanding of financial services and customer support Coordinate and reconcile all loan advances and payments with member banks and customers and books letters of credit Support loan trading and assignments Prioritize work and provide day to day work leadership and mentorship to the support team Lead or contribute to customer issue resolutions that require coordination amongst various teams Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Commercial Loan Servicing, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Graduation and above
Posted 1 week ago
4.0 - 8.0 years
0 Lacs
chennai, tamil nadu
On-site
The Loan Doc & Proc Analyst 2 position is a developing professional role where you will apply specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. Your responsibilities will include identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching factual information. You will also be tasked with identifying inconsistencies in data, defining business issues, and formulating recommendations on policies, procedures, or practices. Additionally, you will integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. Your role will have a limited but direct impact on the business through the quality of the tasks/services you provide, with the impact restricted to your own team. As an individual in this role, you must be accountable, ethical, results-oriented, trustworthy, and credible. Your job will involve managing the preparation and review of loan documentation while providing support for various tasks related to the loan process. You will be expected to independently process and close loans within a complex loan operations environment, support a variety of products/services, and follow established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research. You will need to make recommendations to management to support process improvement, design and analyze moderately complex loan documentation reports, minimize risk to the bank through increased knowledge of procedural requirements, and manage and escalate all inquiries and issues related to loan processing in a timely manner. Furthermore, you will have direct interaction with external customers to disseminate or explain information, demonstrate an intermediate level of understanding of products and processes, and utilize communication, interpersonal, and diplomacy skills to interact with colleagues and stakeholders. To qualify for this role, you should have 4 to 8 years of relevant experience, elementary level knowledge of Business Processes, Systems, and Tools used in the Loan Process, an understanding of Loan Processes, Procedures, Products, and Services, basic awareness of managing, preparing, and reviewing loan documentation, and the ability to identify, mitigate, manage, resolve, and escalate risks and issues. You should also be aware of risk types, policies, control measures, and processes, and be able to comply with applicable laws, rules, and regulations while adhering to policies. Ideally, you should possess a Bachelors/University degree or equivalent experience. Your role will fall under the Operations - Transaction Services job family group, specifically in the Loan Documentation and Processing job family. If you require a reasonable accommodation to use search tools or apply for a career opportunity due to a disability, please review Accessibility at Citi. Additionally, you can refer to Citi's EEO Policy Statement and the Know Your Rights poster for further information.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
As a Farm Sales representative at apna.co, your main responsibilities will include identifying customers through dealership networks, filling out application forms, conducting KYC verification, visiting potential customers to develop business, collecting KYC documents, and handling loan documentation. The compensation for this position is 2.60 LPA for similar experience levels, along with incentives. This role is on the rolls of L&T Finance Limited. Candidates for this position should be between 21 and 32 years of age.,
Posted 1 week ago
2.0 - 5.0 years
4 - 7 Lacs
nagpur
Work from Office
Job Role Responsible for sourcing and identifying new business of Commercial Vehicles Loans /Term 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. P Job Role Job Requirements Job Role
Posted 1 week ago
5.0 - 7.0 years
0 Lacs
bengaluru, karnataka, india
On-site
About this role: Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist In this role, you will: Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements Coordinate all aspects of resolving open customer service issues interact with internal and external customers Serve as primary liaison and work collaboratively with Line of Business, Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications Serve as an escalation point in the resolution of client issues Conduct quality reviews and monitor key performance metrics related to efficiencies and effective processes Identify activities of the team to ensure conformity with established procedures Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals May lead projects, teams, or serve as a mentor for lower-level staff may contribute to strategic initiatives Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements Required Qualifications: 5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Minimum 5 years of LIQ proficiency or equivalent lending platforms. Minimum 5 years of training related expertise such as drafting training plans, conducting training courses, defining onboarding milestones etc. Minimum 5 years of supervising daily deliverables of the team and performing critical end-of-day check-out Exposure to and/or experience in Syndication/Participation, trades, and foreign loan originations Knowledge of loan documentation construction loan budget monitoring experience and title work experience. Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to effectively resolve problems and conflicts at the immediate and root-cause levels Ability to work effectively, as well as independently, in a team environment Ability to work in a fast-paced deadline driven environment Sound critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change Good business communications skills and be recognized as someone who delivers extraordinary and superior customer service Posting End Date: 29 Sep 2025 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 1 week ago
6.0 - 8.0 years
0 Lacs
bengaluru, karnataka, india
On-site
About this role: Wells Fargo is seeking a role of Lead Commercial Loan Servicing Representative In this role, you will: Provide training and guidance to less experienced Commercial Loan Servicing representatives in interpreting and understanding complex policies as well as managing cross group projects Research, respond to and resolve complex inquiries Train others on complex loan agency inquiries and servicing language in loan documentation and interpretation, as well as an understanding of financial services and customer support Coordinate and reconcile all loan advances and payments with member banks and customers and books letters of credit Support loan trading and assignments Prioritize work and provide day to day work leadership and mentorship to the support team Lead or contribute to customer issue resolutions that require coordination amongst various teams Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Commercial Loan Servicing, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Posting End Date: 10 Sep 2025 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 1 week ago
4.0 - 6.0 years
0 Lacs
bengaluru, karnataka, india
On-site
About this role: Wells Fargo is seeking a Senior Commercial Loan Closing Representative. In this role, you will: Support performance of less experienced staff and overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Perform complex legal activities for loan documentation that may also include documentation purchased from a third party source, internal staff and the Corporate Legal Group Provide subject matter expertise and interpretation of procedures to less experienced individuals Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards Interact with immediate team and Commercial Loan Closing Interact with internal customers Required Qualifications: 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Posting End Date: 9 Sep 2025 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a valued member of our team, you will be responsible for evaluating unsecured business loan applications by analyzing financial statements and assessing creditworthiness. Your role will involve conducting financial underwriting for business loans without collateral, ensuring strict adherence to credit policies and regulatory guidelines. Collaboration with sales and credit teams will be essential to facilitate the smooth processing of loan approvals. Additionally, monitoring loan performance and implementing risk mitigation strategies will be part of your core duties. To excel in this position, you should possess 2-3 years of relevant experience in unsecured business loans or financial underwriting. A strong understanding of financial statement analysis and risk assessment in the context of unsecured lending is crucial. Familiarity with loan documentation, credit policies, and regulatory compliance will be advantageous. Your analytical prowess, sound decision-making skills, and effective communication abilities will be key assets in fulfilling your responsibilities. This is a full-time role that requires candidates to be within the maximum age limit of 32 years. If you meet the specified experience criteria and have a passion for working in a dynamic environment where your skills will be valued, we encourage you to apply and be a part of our team dedicated to delivering exceptional financial services. Please note that the work location for this position is in person, and candidates should be prepared to work within this requirement.,
Posted 1 week ago
0.0 - 4.0 years
0 Lacs
haryana
On-site
The position at KGS is with the Deal Advisory & Strategy team, a part of KPMG's global delivery center. It aims to enhance innovation, build scalability, and improve profitability worldwide. The team comprises over 1,400 professionals located in Gurgaon, Mumbai, and Bangalore. KGS DA&S provides customized solutions to KPMG member firms globally, focusing on M&A transactions through capabilities like Corporate Finance, Transaction Services, Strategy, Business Modeling, Accounting Advisory Services, Deal Advisory Research, and Benchmarking. As an Analyst in the Securitisation team, your responsibilities will include working on engagements related to various types of Securitisation such as Commercial Mortgage-backed securities (CMBS) and Residential Mortgage-backed securities (RMBS). This involves performing due diligence through loan file reviews, stratification calculations, legal document reviews, and preparing client deliverables like agreed-upon procedures reports and supporting working papers. Qualifications include a B.com / BBA degree, 0-6 months of experience, a basic understanding of the securitization market and regulatory standards related to structured products, strong analytical and problem-solving skills, effective business writing and verbal communication skills, keen attention to detail, the ability to multitask multiple activities, and proficiency in MS Office (MS Excel, MS Word) along with modeling skills using Excel. Reporting for this role will be to the Assistant Manager.,
Posted 1 week ago
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