23 Loan Documentation Jobs

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

We are seeking a skilled and detail-oriented professional with 3+ years of experience in US mortgage underwriting, processing, or real estate transactions. The ideal candidate will have a strong background in loan documentation, transaction coordination, and customer service. This role requires excellent organizational skills, a self-motivated attitude, and the ability to manage end-to-end transaction processes in a fast-paced environment. Key Responsibilities: - Review loan files for completeness and accuracy, including application and closing packages, disclosures, and compliance reports. - Assess borrower eligibility by analyzing income, assets, credit, and collateral. - Evaluate risk and ensure loans meet investor and regulatory guidelines. - Gather and verify data from loan documents, including cash to/from borrower, fee thresholds, tolerances, reserves, and impounds. - Determine and document loan conditions, communicate requirements, and provide underwriting decisions. - Ensure compliance with US mortgage regulations, disclosures, and closing documents such as Loan Estimates, Closing Disclosures, HUD-1, Title, Purchase Contracts, Security Instruments, Insurance documents, and Flood Certificates. - Welcome all new clients with a phone call within 24 hours of enrollment, as well as send a welcome email. - Coordinate with sellers to schedule photos, order lockboxes, coordinate notary signings when necessary, and access properties as needed. - Coordinate with photographers to ensure property photos are taken within 3 days of enrollment unless there are extenuating circumstances. - Process photos and create an album for each property before transitioning the file to the Disposition department for marketing. - Notify Accounting of any invoices that need to be paid. - Prepare any needed addendums, extensions, or cancellations and send via Docusign. - Oversee day-to-day operations of transactions and coordinate closely with the disposition department regarding all transactions between buyers and sellers. - Keep the team and leadership informed with updates and escalate any issues that arise. - Maintain and manage all files, documents, and communication within the CRM. - Assist management with ancillary tasks as needed. Requirements : - Minimum 3+ years of experience in US mortgage underwriting, processing, or real estate transaction coordination. - Strong knowledge of US residential mortgage disclosures, compliance, and loan documentation. - Familiarity with underwriting guidelines (FNMA, FHLMC, FHA, VA, and USDA). - Experience working with transaction timelines, client communication, and internal coordination. - Proficiency in mortgage software, loan origination systems, and CRM platforms. - Excellent communication, organizational, and decision-making skills. - Ability to work independently in a fast-paced, deadline-driven environment. - Professional, self-motivated, and detail-oriented with a client-first approach. - Must be able to work 9:30 AM - 6:00 PM IST Monday to Friday, and occasional Saturdays as required.

Location : Hyderabad Shift : US night shift Notice period : Immediate to 1 Month Skills : Experience in Commercial lending & loan syndication Role : SME : 4+ years , Ctc upto 7.5 Lpa Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan/credit agreement, syndicated agreement, intent notices, notes, guaranties, letter of credit, financial documents and security documents for accuracy and agreement with approved terms Knowledge of commercial credit products Knowledge of credit and commercial loan systems. Good verbal, written and organizational skills Detail oriented with ability to multitask and prioritize and work in a team-based environment Qualification: Bachelor/Masters degree in Commerce, Finance & accounting Description: The Loan Operations department is responsible for the management and execution of thousands of Corporate & Syndicated Loan transactions/ Commercial Real Estate/ SBA loans daily. Responsibilities include trade processing & confirmation, settlement, fail management, risk management, and client service. The operations professionals help build and support the commercial loan products, processes and services in ways that improve efficiency and quality, while seeking new and innovative ways to support our clients changing needs. Interested Candidates Contact HR Dinesh @9353611283 dinesh@careerguideline.com

Private Lending Underwriting(PLU), based in Bengaluru, is primarily responsible for the underwriting of loans to GS Private Wealth Management (PWM) clients.In this capacity, PLU assesses, underwrites, documents, and monitors the credit and business risks incurred in loan transactions.The underwriting process includes a thorough analysis of the borrower's financial condition, assessment of any collateral securing the loan, identification of risks and mitigants, among other items.Types of loans underwritten include commercial real estate, GS and third-party private equity/hedge funds (including co-invest facilities), aircraft, fine art, hobby properties, private company stock, yachts, marketable securities, etc. PLU also ensures that the underwriting standards approved by the bank are adhered to in the loan approval process, with exceptions appropriately mitigated and documented. In addition, PLU participates in various business-related initiatives, such as new product development and systems/operational enhancements. Private Lending is a part of GS Private Bank (PB), which is a business initiative of Goldman Sachs. PLU employees are employees of Goldman Sachs Bank USA. How you will fulfill your potential Evaluateall risk and economic implications of transactions, using strong analytical and technical skills Work closely with the Regional Lending Team to advise and develop solutions for clients that meet their needs and remain within acceptable risk parameters for the Bank Develop and maintain a thorough understanding of the product suite offered in Private Lending. Ensure consistency in the underwriting process and with the standards prescribed in the Product Lending Guides Document the loan structure and analysis for credit approval and file documentation purposes Ensure that loan documentation is consistent with the approved terms and that appropriate risk ratings are assigned to each loan transaction Confirm compliance with all covenant and collateral monitoring procedures Ensure that loan approvals and policy exceptions are documented appropriately and that credit files are maintained in a satisfactory manner Interact with banking regulators on an as needed basis. Provide other support of GS Bank USA's loan portfolio as requested Foster strong communication with Regional Private Lending teams, Credit Risk Management, PWM teams, clients and GS Bank USA personnel Skills and experience we are looking for MBA CPA or CFA a plus 3.5 - 5 years of work experience in a financial field (mortgage or insurance underwriting is not relevant for this role) Relevant work experience in commercial banking and/or private banking underwriting or credit roles Key skills include detailed knowledge of financial accounting, analysis, and modeling Excellent communication skills, both oral and written Strong project management, multi-tasking, and work organization skills Flexible, personable, confident, and self-motivated while focusing on being a team player Desire to be part of a dynamic and growing business No licensing required for this role

Private Lending Underwriting(PLU), based in Bengaluru, is primarily responsible for the underwriting of loans to GS Private Wealth Management (PWM) clients.In this capacity, PLU assesses, underwrites, documents, and monitors the credit and business risks incurred in loan transactions.The underwriting process includes a thorough analysis of the borrower's financial condition, assessment of any collateral securing the loan, identification of risks and mitigants, among other items.Types of loans underwritten include commercial real estate, GS and third-party private equity/hedge funds (including co-invest facilities), aircraft, fine art, hobby properties, private company stock, yachts, marketable securities, etc. PLU also ensures that the underwriting standards approved by the bank are adhered to in the loan approval process, with exceptions appropriately mitigated and documented. In addition, PLU participates in various business-related initiatives, such as new product development and systems/operational enhancements. Private Lending is a part of GS Private Bank (PB), which is a business initiative of Goldman Sachs. PLU employees are employees of Goldman Sachs Bank USA. How you will fulfill your potential Evaluateall risk and economic implications of transactions, using strong analytical and technical skills Work closely with the Regional Lending Team to advise and develop solutions for clients that meet their needs and remain within acceptable risk parameters for the Bank Develop and maintain a thorough understanding of the product suite offered in Private Lending. Ensure consistency in the underwriting process and with the standards prescribed in the Product Lending Guides Document the loan structure and analysis for credit approval and file documentation purposes Ensure that loan documentation is consistent with the approved terms and that appropriate risk ratings are assigned to each loan transaction Confirm compliance with all covenant and collateral monitoring procedures Ensure that loan approvals and policy exceptions are documented appropriately and that credit files are maintained in a satisfactory manner Interact with banking regulators on an as needed basis. Provide other support of GS Bank USA's loan portfolio as requested Foster strong communication with Regional Private Lending teams, Credit Risk Management, PWM teams, clients and GS Bank USA personnel Skills and experience we are looking for MBA CPA or CFA a plus 3.5 - 5 years of work experience in a financial field (mortgage or insurance underwriting is not relevant for this role) Relevant work experience in commercial banking and/or private banking underwriting or credit roles Key skills include detailed knowledge of financial accounting, analysis, and modeling Excellent communication skills, both oral and written Strong project management, multi-tasking, and work organization skills Flexible, personable, confident, and self-motivated while focusing on being a team player Desire to be part of a dynamic and growing business No licensing required for this role

About this role: Wells Fargo is seeking a Senior 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 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 as 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: 4+ 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 Candidate should have minimum 7 years of overall Loan IQ experience with minimum 3+ years of SME level /Training Expertise. Should have knowledge of all loan life cycle events in Loan IQ. Should be aware of Loan IQ environments (Production and Lower Environment) and their functionalities. Able to perform and deliver complex tasks in all product areas in Loan IQ. Expert Level SQL skills to provide reporting and insights to leaders. Candidates with advanced knowledge in Loan IQ system architecture will be preferred. Training Development and Delivery: Desing and implement training programs tailored to various user levels, covering topics such as Loan documentation, Syndication loan functionality, processing and system functionality. Material Creation: Develop comprehensive training materials, including manuals and presentations to facilitate effective learning experiences. Performance Assessment: Evaluate the effectiveness of training programs through assessments and feedback, making necessary adjustments to improve outcomes. Ongoing support: Provides continuous support and guidance to users post training, addressing queries and ensuring the practical application of learned skills. Analytical skills to assess training effectiveness and implement improvements, Familiarity with Loan IQ platforms and instructional design principals. User Adoption and engagement: Provides onboarding training for new users or LOBS, ensuring they understand how to use Loan IQ from the start.Ensure users are engaged and encourage continuous learning through follow-up sessions and refresher courses.Should have trained at least the batch of 20 team members and delivered positive results post training. Candidate should have minimum 7 years of overall Loan IQ experience with minimum 3+ years of SME level /Training Expertise. Should have knowledge of all loan life cycle events in Loan IQ. Should be aware of Loan IQ environments (Production and Lower Environment) and their functionalities.

Consumer loan background, Pre closing loan, Commercial Lending Know Loan documents & experience with loan processing ONB loan policy and Commercial Guidelines preferred but not required. Highly organized Analytical and problem solving skills Required Candidate profile Excellent communication skills. Experience working in a fast-paced office environment with service level expectations. Meet deadlines (for Team Lead) – Prior supervisor experience preferred Perks and benefits Perks and Benefits

About this role: Wells Fargo is seeking a Senior Loan Documentation Processor In this role, you will: Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations Process or close loans and act as a main point of contact for internal or external customers during the loan process Perform administrative, operational, or customer support tasks related to complex loan packages Manage an assigned pipeline of all loan types relative to business line Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process Required Qualifications: 4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualification Eligible candidate must be a graduate or post graduate in finance with good understanding of commercial lending business and basic loan documents. 4 plus years of work experience in commercial lending stream Consistent performance w.r.t all key deliverables Training and coaching ability

Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage Skills Economic Research Highest Education Master of Business Administration Working Language Tamil, English

Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage Skills Qbasic Highest Education HSC Working Language Tamil

Experience required for the Job: 3+ years Job Location: Mumbai/Chennai/ Bangalore/ Hyderabad Key skills: Underwriting, US mortgage Position Overview Candidate should have total 3+ years of US mortgage underwriting experience Well versed with FNMA. FHLMC, knowledge of GNMA and investor guidelines is an additional benefit Should have good analytical and problem-solving skills Should have decision-making skill when applying in business judgment Evaluate complete loan documents and should provide approval or denial decision Complete review of credit report to verify trade lines, derogatory accounts, public records and credit reconciliation Thorough income calculation Salaried income, business income, retired other income and rental income Complete review of Collateral and property valuation Assets verification include borrowers bank account statement, retirement accounts, mutual funds and other investments. Credit analysis based on borrowers Income, Asset, Liability and Collateral (4C of Underwriting) to determine the credit worthiness of a customer Validating and processing the Loan documents on behalf a Mortgage lender organization. Evaluating evidence of borrowers willingness and ability to repay the obligation Good communication, Presentation skills, Self-motivated and hard working. About you: Minimum 3 years of Underwriting experience in US Mortgage. Sound knowledge of US Residential mortgage Exposure of Underwriting processes & guidelines. Excellent critical thinking, problem solving and sound judgment.Analysis and Calculation of qualifying income from Salaried various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. Immediate joining is required or short notice period id required.

Loan Operations (US Shift 9PM to 5PM IST) - Deliver Lead Notice Period - Immediate Joiners Work from office Comfortable working in US Shift - 9:00 PM to 5:00 AM IST Role & responsibilities • Experience at loan level documentation review and transaction analysis. • Pre closing loan reviewing and post loan booked QC. • Ability to identify and define problems with documentation, loan origination systems, internal processes and procedures; research and analyze information and various situations relating to data management issues • Review moderate to complex loan documentation. • Reviewing of mortgage and other legal documents. • Strong knowledge of loan processing workflow and credit underwriting principals, and ability to apply critical thinking techniques to department audits. • Excellent understanding of US loan agreements, mortgage and other documents • Good knowledge of JHA Jack Henry Association and salesforce applications. Preferred Candidate profile • 3 -5 years of work experience, preferably in Banking/Mortgage Loan Operations • Candidate should be open to work in night shifts • Strong verbal & written communication to effectively communicate with stakeholders • Commerce Graduate / MBA (Finance) • Exhibit high levels of attention to detail

Role & responsibilities Manage and develop complex teams handling multifaceted tasks and operations for a single business group within a line of business Engage business stakeholders in integrating or implementing business execution initiatives Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development Make decisions and resolve issues regarding operations of the team to meet business objectives Interpret and develop policies and procedures aligned with business line objectives Collaborate and consult with immediate colleagues and cross functional business partners Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution Manage allocation of people and financial resources for Business Execution Mentor and guide talent development of direct reports and assist in hiring talent Preferred candidate profile Be accountable for a complex documentation review of the customers Share leadership role with managers to oversee a portfolio of accounts Identify opportunity for process improvements within the portfolio Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio Verify compliance and report identified issues for resolution Make decisions on complex customer issues Guide the team to work on Loan IQ (LIQ), Post Booking Certifications (PBC), System-of-records (SOR) and System of Origin (SOO) and work on aligned remediations Develop expertise in the policies, procedures, and compliance requirements Handle complex customer issues which include escalation and resolution Lead the team with guidance, policies and daily support Job Expectations: People management experience Experience in handling loan documentation, loan IQ, post booking certification (PBC) Good understanding of CIB product portfolio both on loans and IB products

Highest Education Bachelor of Commerce Working Language Hindi Marathi Job Description Sourcing of LAP & Housing finance through connecters & self sourcing. Empanelment of New connecters to source business in HF & LAP Process of LAP & Micro Housing loan by accessing their income through personal discussion & field Visit & documentation. Track and Ensure Repayments of the Loan disbursed An Individual player with high performance and be a team player To Build and Nurture team & enable them to achieve high performance as per the branch capacity & budget. Lead generation & conversion for existing customers who require LAP/housing finance. Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form and follow-up to be don till disbursement stage Location-Nagpur,Nashik,Pusad,Wardha

Skills Survivability Highest Education Bachelor of Science Working Language English Tamil Job Description Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage

Skills Sales Highest Education PhD Working Language Tamil English Job Description Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage Location-Chennai,Tiruvannamalai,Tirupathur,Vellore

Skills Credit Highest Education Bachelor of Commerce Working Language Tamil Job Description Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage

Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage

Role & responsibilities Lead and manage a Business Development team, Pan India, to drive the business development and sales of used commercial vehicle loans. Oversee the loan process from origination through to disbursement, ensuring smooth and timely execution. Develop and implement strategies for field sales, driving loan acquisitions and ensuring business targets are met. Build and maintain strong relationships with key clients, dealers, and partners in the used commercial vehicle sector. Analyze market trends, customer needs, and competitor activities to identify opportunities and adapt business strategies accordingly. Provide ongoing training, guidance, and support to regional teams to ensure high performance and achievement of targets. Review and monitor loan applications, credit evaluations, and risk assessments to ensure compliance with regulatory and company standards. Collaborate with senior management to identify areas for process improvement and implement new initiatives to optimize business growth. Regularly evaluate the performance of the loan portfolio, ensuring minimal defaults and maintaining a healthy loan book. Prepare and present reports on sales, loan performance, and market insights to management. Qualifications & Skills Education: Bachelors degree in Business, Finance, Banking, or a related field. An MBA is preferred. Experience: At least 3 -5 years of experience in the financial services industry, specifically in used commercial loans, business development, and team management. Skills: Strong knowledge of the used commercial vehicle loan market and related financial products. Proven experience in team leadership and business development across multiple regions. Excellent understanding of loan origination, credit risk analysis, and loan documentation processes. Strong communication, negotiation, and interpersonal skills. Ability to work in a fast-paced, target-driven environment. Strategic thinking and the ability to implement solutions that drive results. Proficient in using CRM systems, Microsoft Office Suite, and other relevant tools. Language Proficiency: Fluency in English and proficiency in regional languages will be an added advantage. Benefits Competitive salary and performance-based incentives Opportunity to work with a dynamic and growing team Professional development and training opportunities Health and wellness benefits Career growth opportunities within a reputed financial organization

In this role, you will: Support pre-close documents for moderately complex to complex commercial loans Seek ways to improve aspects of loan closing and process's Perform moderately complex legal activities for loan documentation that may include Documents purchased from third party sources, internal staff and corporate legal groups Review and prepare complex loan documents Receive direction from supervisor and escalate non-routine questions Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identify procedural modifications Interact with immediate team and Commercial Loan Closing group as well as Interact with internal customers Required Qualifications: 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo is seeking a Commercial loan closing representative. In this role, you will: Support pre-close documents for moderately complex to complex commercial loans Seek ways to improve aspects of loan closing and process's Perform moderately complex legal activities for loan documentation that may include Documents purchased from third party sources, internal staff and corporate legal groups Review and prepare complex loan documents Receive direction from supervisor and escalate non-routine questions Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identify procedural modifications Interact with immediate team and Commercial Loan Closing group as well as Interact with internal customers Required Qualifications: 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Experience in Gold loan division and Gold loan Appraiser Knowledge , should be have Two wheelar with Driving licence. Location: North India, Pune, Mumbai, Hyderabad,Vijayawada. Responsibilities: Develop and implement sales strategies to achieve company targets for gold loan disbursement. Manage and motivate a team of sales professionals, providing coaching and guidance. Identify and develop new business opportunities within the assigned region. Build and maintain strong relationships with customers, ensuring customer satisfaction. Oversee the gold appraisal process, ensuring accuracy and compliance with company guidelines. Monitor market trends and competitor activities, adapting sales strategies as needed. Prepare sales forecasts and reports, tracking key performance indicators. Ensure compliance with all regulatory requirements related to gold loans. Manage loan documentation and processing, ensuring accuracy and efficiency. Handle customer inquiries and resolve any issues or complaints. Skills : - Gold Loan Sales,Gold Loan Appraiser,Gold Loan Disbursement,Gold Valuation,Loan Documentation,Loan Processing,Regulatory Compliance,Sales Target Achievement,Team Leadership,Team Motivation,Business Development,Customer Relationship Management,CRM,Lead Generation,Lead Conversion

Conduct financial analysis, risk assessment & credit evaluation Analyze CIBIL score, financial ratio, repayment capacity Structure loan offerings and ensure compliance with NBFC & RBI guidelines Monitor portfolio performance & identify early warning Required Candidate profile Collaborate with sales and legal team to finalize credit decisions Ensure all credit decisions align with regulatory requirement Identify potential red flags or risks in a borrower's financial history