102 Loan Documentation Jobs - Page 2

Job Profile : Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source Working capital Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries and Other Manufacturing Industry in MSME Segment and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 25 crore. Each RM is expected to do minimum 3 New Cases per month. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis, he has to meet at-leats 2 New Leads every working day. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Job Requirements : Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skill l HDFC BBG RM of grade E2 and E3 are preferable.

Specification The Execution - RM works with the Senior RM for developing pitches for the deal, ideating on the financing solutions for the clients and analytical models for credit underwriting and investors. Execution - RM works with the sales and investors team for placements and final closure. Deliverables Need understanding skills to evaluate various structure financing situations. Continuous engagement with internal relationship and coverage teams Developing pitches with financing solutions Preparation of analytical material for internal doability assessment and for external investors cash flow models, information docket, etc. Working with sales team and prospective investors for placements Closure of deal including sanctions, documentation and funding Interacting with the Finance team for structuring , executing the deals. Working independently as well as in a team Relationships External clients Issuer, Legal Counsels, Rating Agency, Trustee, etc Internal clients- RMs ,Credit, BIU, Product, Treasury Qualification and Experience Qualifications: MBA (from top tier institutions); CA (rankers / first attempt) Experience profile of at least 6-10 years Should have in-depth experience of various financing structures. Good understanding of the NCD issuance and loan documentation process and documentation. Very deep understanding of taxation and regulatory framework aspects relevant to structuring and executing special situation deals transactions Skills Strong coverage and origination capabilities Mental flexibility, regulatory awareness to structure and execute deals across situations Financial modelling and Financial Analysis Term sheets and documentation negotiation

JOB ROLE : Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT: Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE : Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. JOB REQUIREMENT: Blend of service and sales orientation MBA / Graduate Minimum work exp. 1 year

As a Loan Operations Specialist at Prefinn FinServ, a Finance & Fintech Solution firm founded by experienced banking professionals, you will be responsible for overseeing the daily operations of the lending department. Your role will involve managing loan processing, ensuring coordination with Lending Partners, and optimizing processes for efficiency. Additionally, you will lead a team of Operations Executives, enhance customer experiences, and support digital lending initiatives. To excel in this role, you should have experience in Loan Operations, Loan Processing, and Customer Coordination. Knowledge of Loan Documentation, Loan processes, Financial Products, and Sales process, especially Loans, is essential. Your expertise in Digital Lending and Financial Inclusion will be highly valuable. Excellent Communication, Analytical, and Problem-Solving skills are necessary for success in this position. This is a full-time on-site role based in Gurugram. Therefore, the ability to work on-site in Gurugram is required. A Bachelor's degree in finance, Business Administration, or a related field is preferred. Existing experience in the Banking/Loan industry and familiarity with Operations, Financial Documentation, and Compliances will be advantageous. Join us at Prefinn FinServ and be part of a dynamic team that leverages deep industry knowledge to deliver Lending Products that drive financial growth and inclusivity.,

As a Commercial Loan Servicing Specialist at Wells Fargo, you will be responsible for providing servicing activities for low to moderately complex commercial products. Your role will involve coordinating all aspects of resolving open customer service issues and interacting with internal and external customers. Additionally, you will ensure compliance with all bank policies, procedures, and regulatory requirements while conducting loan and regulatory diligence. Your duties will include evaluating and uploading data into the systems of record, serving as a primary liaison with various internal teams, and collaborating with Sales, Legal, Control and Risk, Technology, and Operations teams to address customer-focused needs. You will review and negotiate basic loan servicing transactions, evaluate risks, and devise strategies to mitigate risks. Furthermore, you will serve as an escalation point in the resolution of client issues, provide guidance and training to peers, and collaborate with colleagues and managers to achieve goals. You will be expected to present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements. Required qualifications for this role include a minimum of 2 years of Commercial Loan Servicing experience or equivalent demonstrated through work experience, training, military experience, or education. Desired qualifications encompass expertise in Commercial Real Estate Loan Servicing, supervisory experience, exposure to CRE, Taxes, Insurance, as well as knowledge of loan documentation, construction loan budget monitoring, and title work. To excel in this position, you should possess excellent verbal, written, and interpersonal communication skills, the ability to resolve problems and conflicts effectively, and a knack for working under pressure in a dynamic environment. Critical thinking, problem-solving skills, adaptability to change, and a commitment to delivering superior customer service are crucial attributes for this role. If you are seeking a challenging yet rewarding opportunity in commercial loan servicing, consider applying for this role at Wells Fargo before the posting end date of 15 May 2025. Join us in our pursuit of building strong customer relationships while upholding a risk-mitigating and compliance-driven culture essential to the success of our customers and company. We value equal opportunity and welcome applications from diverse candidates.,

The Sales Manager role involves generating leads from Direct Selling Agents (DSA) specifically for Secured Loans such as Home Loans and Loans against Property. As a Sales Manager, you must possess the following qualifications and skills: - Experience in working with Direct Selling Agents (DSA) is a must. - Looking for candidates with a stable work history. - Demonstrated track record of achieving minimum targets ranging from 1.5 to 2 Crores in the last 3-6 months, with proven results. - Proficiency in evaluating customer assets to assess loan eligibility. - Knowledgeable about loan documentation requirements and procedures. - Familiarity with property laws, relevant sections, and regulations governing loan approvals. - Understanding of rural properties and their specific considerations. - Ability to effectively resolve property approval issues and facilitate loan approvals. As a Sales Manager, you will play a crucial role in driving sales and meeting targets by leveraging your expertise in DSA relationships, financial evaluations, and property laws.,

As a Business Development Executive (BDE) specializing in Loan Against Property (LAP) at our Virar, Mumbai location, you will play a crucial role in identifying and acquiring new customers for LAP products. With a required experience of 6 months to 3 years in LAP sales, mortgage loans, or secured lending, you will be responsible for developing and maintaining relationships with channel partners such as DSAs, real estate agents, and financial consultants. Your key responsibilities will include generating leads through direct sales, referrals, and networking, understanding customer requirements to recommend suitable LAP products, ensuring end-to-end customer engagement from lead generation to loan disbursal, and coordinating with credit and operations teams for smooth processing of applications. It will be essential for you to stay updated on market trends, competitor offerings, and regulatory changes to drive business growth effectively. To excel in this role, you must possess strong sales and negotiation skills, a good understanding of LAP, property valuation, and loan documentation, the ability to build and maintain client relationships, a target-driven mindset, and excellent communication skills. Additionally, knowledge of financial institutions and lending practices will be advantageous. Qualifications required for this position include HSC and prior experience in LAP sales is preferred. The salary offered is competitive with incentives, and the job type is full-time. A minimum of 1 year of experience in LAP is required, and proficiency in the English language is essential for effective communication in this role. If you are looking to leverage your sales expertise, client relationship management skills, and market knowledge to drive business growth in the LAP segment, we invite you to join our team as a Business Development Executive specializing in Loan Against Property.,

The Loan Doc & Proc Analyst 1 role is a trainee professional position that requires a good understanding of various processes, procedures, and systems necessary for carrying out assigned tasks. You should have a basic grasp of the underlying concepts and principles relevant to the job. It is essential to comprehend how your team interacts with others to achieve common goals. Your role involves making evaluative judgments based on factual information and resolving problems by applying acquired technical experience, guided by precedents. Effective communication skills are crucial for exchanging information concisely and logically, considering audience diversity. Your impact on the business is limited to your own job responsibilities. Your responsibilities include having knowledge of Term, Revolver, Prime, SOFR loans, and hands-on experience in booking/servicing these products. You may interact with other counterparties regarding positions and outstanding balances/claims. Supporting a wide range of products/services, you will follow established procedures to identify and resolve problems related to loan documentation/processing activities, making recommendations for process improvement. Designing and analyzing loan documentation reports for management requirements, support/control activities, and product/service launches are also part of your role. Ensuring minimal risk to the bank, you will monitor errors, suggest solutions, and adhere to audit and control policies. Timely management and escalation of inquiries/issues related to loan processing are crucial, along with demonstrating a strong understanding of loan products and processes and engaging with external customers to disseminate information. To excel in this role, you should have solid industry experience, particularly in Syndications/Bilateral Loans. Being proactive, collaborative, and able to work well under pressure with a sense of urgency are important attributes. A sound level of education, such as a Bachelors/University degree or equivalent experience, is required. This job description offers an overview of the tasks performed, with potential for additional job-related duties. As a part of the Operations - Transaction Services Job Family and Loan Documentation and Processing Job Family at Citigroup, Inc., this role provides an opportunity for professional growth and development. Citi is an equal opportunity and affirmative action employer, encouraging all qualified applicants to apply for career opportunities. If you have a disability and require accommodation to use search tools or apply for a job, refer to the Accessibility at Citi guidelines for assistance.,

The Loan Doc & Proc Intermediate Analyst role is a developing position that involves dealing with problems independently while having the freedom to solve complex issues. It requires integrating specialty area knowledge with industry standards, understanding team dynamics, and applying analytical thinking and data analysis tools. Attention to detail is crucial for making judgments and recommendations based on factual information, with the potential for broader business impact. Communication and diplomacy skills are essential for exchanging potentially complex information. The individual must be accountable, ethical, results-oriented, trustworthy, and credible. Responsibilities include managing loan documentation preparation and review, independently processing and closing loans, interacting with counterparties on positions and outstanding balances, and supporting a range of products/services. The role involves identifying and resolving documentation/processing problems, recommending process improvements, designing and analyzing loan documentation reports, and minimizing risks through procedural knowledge. Timely management and escalation of requests and issues related to loan processing are critical, as is direct interaction with external customers. Qualifications for this role include 2-5 years of relevant experience, knowledge of business processes, loan processes, and risk management, as well as compliance with laws, rules, and regulations. The role requires a Bachelor's/University degree or equivalent experience, with preferable testing knowledge and loans knowledge with product processor experience being an added advantage. The individual should exhibit executional capabilities, assess risk in business decisions, drive compliance with regulations, and safeguard the firm's reputation and assets. Strong communication, interpersonal, and diplomacy skills are necessary for interacting with colleagues and stakeholders. The Loan Doc & Proc Intermediate Analyst role falls under the Operations - Transaction Services job family, specifically in the Loan Documentation and Processing segment. It is a full-time position requiring a comprehensive understanding of loan processes, procedures, products, and services. If you are a person with a disability seeking accommodations, review Accessibility at Citi. For more information, you can view Citis EEO Policy Statement and the Know Your Rights poster.,

URGENT HIRING !!! location's : Canada , Australia , New Zealand ( Not In India ) Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc For more information call or whatsapp +91 9220850077 Key Responsibilities: Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales.

As a Relationship Manager (Executive/Sr. Executive) in the Sales department, you will be responsible for meeting clients on a daily basis and updating their interactions in the system. Your key tasks will include converting leads into sales, collecting and verifying KYC and loan documents, as well as coordinating with Credit, Legal, and Technical teams for processing. Additionally, you will be preparing loan files for sanction and ensuring 100% compliance with internal policies and regulations. Your role will also involve conducting marketing activities to generate leads. To excel in this role, you should have a minimum of 1 year of experience in sales of Home Loans/LAP. Basic knowledge of MS Office is required along with strong interpersonal and relationship-building skills. Local area knowledge will be an added advantage, and familiarity with KYC and loan documentation processes is essential for success in this position.,

As the Treasury Manager at Siemens Gamesa, you will be responsible for overseeing 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. Optimizing liquidity management, working capital, and cash flow forecasting will be key responsibilities to support business operations. Additionally, you will drive the adoption of standard methodologies in treasury operations, including process automation and system upgrades. Your expertise in strategic management of cash flow, banking relationships, and liquidity positions will be instrumental in this role. Managing and issuing Bank Guarantees and Standby Letters of Credit (SBLC) for customers and vendors to mitigate risks will also be part of your responsibilities. You will oversee bank reconciliation processes, ensure accuracy of financial records, and manage loan documentation and credit facilities with banks. Furthermore, as the Treasury Manager, you will take the lead in preparing, analyzing, and communicating daily liquidity positions and cash reports to senior management. Your role will also involve MIS & Treasury reporting, including cash flow forecasting, covenant compliance, and bank covenant reporting. You will be responsible for resolving auditors" queries and ensuring timely closure of treasury-related audit points. Continuous engagement with banks and financial institutions to negotiate competitive terms and optimize banking arrangements will be essential for the success of the treasury operations. Your leadership experience in corporate treasury, along with your ability to collaborate with internal and external partners, will be valuable in this role. Siemens Gamesa is part of Siemens Energy, a global leader in energy technology committed to making sustainable, reliable, and affordable energy a reality. We value diversity and inclusion, celebrating individuals from over 130 nationalities. At Siemens Gamesa, we offer competitive rewards and benefits, including medical insurance coverage and meal card options for all employees. If you are a seasoned treasury professional with a passion for driving strategic financial initiatives and supporting the energy transition, we invite you to join our team at Siemens Gamesa and contribute to our focus on energy transformation.,

The Loan Doc & Proc Analyst 2 role is a developing professional position where you will apply your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching and interpreting factual information. Your role will involve identifying inconsistencies in data, defining business issues, and formulating recommendations on policies, procedures, or practices. It is essential to integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. You will develop a working knowledge of industry practices and standards, with a limited but direct impact on the business through the quality of the tasks/services you provide. Your impact will be restricted to your own team. As an individual in this role, you must be accountable, ethical, results-oriented, trustworthy, and credible. Your responsibilities will include managing the preparation and review of loan documentation, providing support for tasks related to the loan process, independently processing and closing loans within a complex loan operations environment, and supporting a variety of products/services. You will follow established procedures to identify and resolve problems related to loan documentation/processing activities, make recommendations to management for process improvement, and design and analyze moderately complex loan documentation reports. You will minimize risk to the bank by increasing your knowledge of procedural requirements, understanding and monitoring errors to suggest solutions, and adhering to audit and control policies. Timely management and escalation of all inquiries and issues related to loan processing will be part of your role, along with direct interaction with external customers to disseminate or explain information. You are required to demonstrate an intermediate level of understanding of products and processes and how your duties relate to others in the team and closely related teams. Additionally, you should have excellent knowledge of Bank-related systems and utilize communication, interpersonal, and diplomacy skills to interact with colleagues and stakeholders effectively. 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, awareness of managing, preparing, and reviewing loan documentation, and the ability to identify, mitigate, manage, resolve, and escalate risks and issues. Compliance with applicable laws, rules, and regulations, and adherence to Policies are essential. A Bachelors/University degree or equivalent experience is required for this position. If you are a person with a disability and need a reasonable accommodation to use the search tools and/or apply for a career opportunity, review Accessibility at Citi. You can also view Citi's EEO Policy Statement and the Know Your Rights poster for more information on the company's policies and guidelines.,

The primary goal of this role is to provide support to the business by aiding the collections function in efficient debt recovery using legal methods. Key Responsibilities include: - Identifying cases suitable for legal actions like filing 138, SARFASEI, and other legal proceedings after consultation. - Managing all legal aspects related to debt recovery through SARFASEI actions. - Assisting in developing strategies and procedures for debt recovery, maintaining legal Management Information System (MIS), and preparing quarterly reports on legal recovery. - Participating in arbitration, section 9, execution, court receiver meetings, and drafting legal documents like notices and applications. - Overseeing all legal, SARFAESI, and compliance matters of the company, and coordinating with external agencies for SARFAESI Act execution. - Ensuring proper handling and safekeeping of collaterals post surrender or repossession in adherence to SARFAESI Act norms. - Collaborating with enforcement agencies and local authorities during property possession, and ensuring compliance with legal guidelines. - Staying updated on local laws, industry practices, and trends related to collections, security creation, and loan documentation. Educational Requirement: - A degree in Law is mandatory for this position.,

Founded in 1988 and headquartered in Atlanta, Trimont is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management, and administration of commercial real estate secured credit. Trimont has a team of 1100+ extraordinary Team Members who serve a global client base from offices in various locations. The company empowers its skilled global teams by equipping them with necessary knowledge, advanced technology, and fostering a culture driven by values. This approach helps the teams excel, build meaningful client relationships, and provide the highest quality service, all while feeling proud of the work they do. Trimont is an innovative firm that attracts visionary professionals who come to learn, grow, and thrive with colleagues driven by curiosity and collaboration. The company believes in ongoing learning and provides a work environment where all team members can take ownership of their careers. Team members work alongside the largest institutional lenders in the world, overseeing significant projects in the industry. This unique opportunity allows them to broaden their skillset and develop their abilities by tackling challenging and exciting endeavors. Trimont is a place where ethics and excellence meet to create an experience that matches the capabilities of the team members and organization. **Key Responsibilities:** - Upload loan and property-related documents into internal servicing platforms accurately and consistently. - Index documents using standardized naming conventions for easy retrieval and compliance. - Verify document completeness and quality before uploading and flag missing or incorrect files. - Maintain organized digital filing systems in accordance with company policies and regulatory requirements. - Mentor junior processors, contribute to process improvements, and procedures development. - Perform quality reviewer role and take accountability for multiple sub-processes. - Liaise with internal and external teams to resolve discrepancies and ensure smooth transitions. - Generate and maintain audit-ready records of loan documentation activities. - Identify risks or inefficiencies in the documentation process and recommend corrective actions. - Update and analyze the company's loan repository system of record and other systems with appropriate data. - Complete tasks that require the review of reports, system data, loan documentation, and other collateral or loan-related information. - Provide feedback to team members on opportunities and handle workload and special projects efficiently. - Take ownership for business delivery and team accountabilities. - Interpret and understand the Loan documents and Loan Servicing Agreements. - Communicate with US counterparts and build relationships with business partners. - Conduct process training followed by coaching and mentoring trainees. **Desired Qualifications:** - Bachelor's degree in finance, Business Administration, or a related field. - 3 to 5+ years of experience in loan processing or servicing, with a focus on Loan Documentation. - Strong understanding of syndicated loans, commercial real estate, and structured finance. - Excellent communication and stakeholder management skills across multicultural teams. - Proficiency in loan servicing systems and Microsoft Office Suite. - Familiarity with regional financial regulations and loan documentation standards. - Ability to work independently and within a team environment. - Flexibility to work on different processes/assignments. - Ability to set priorities, plan, and organize work. - Strong professional conduct under all circumstances. **Preferred Skills:** - Experience with commercial real estate or structured finance. - Knowledge of documentation systems and systems of records is a plus. - Knowledge of documentation workflows and automation tools. - Skilled in managing sensitive information while upholding privacy. Trimont is an equal opportunity employer that supports and celebrates diversity in the workplace. The company maintains a drug-free policy to ensure a secure and productive space for all team members. If an applicant has a disability and needs accommodation or assistance with the application process and/or using the website, they are encouraged to contact Trimont.,

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.

Master'sBachelor'sBachelor'sJob Description We are looking for a detail-oriented and experienced Finance Associate to join our growing team. The ideal candidate should have prior experience in generating large-scale loans, managing financial records, and maintaining accurate books of accounts . This role demands a combination of financial expertise, analytical ability, and strong documentation skills. Key Responsibilities Handle loan documentation and processing for large-scale project financing. Liaise with banks, NBFCs, and financial institutions for funding requirements. Maintain accurate books of accounts , ledgers, and financial statements. Support budgeting, forecasting, and financial planning processes. Ensure compliance with statutory requirements and company policies. Assist in preparing MIS reports, cash flow statements, and balance sheets. Support audits by providing accurate and timely financial data. Monitor receivables, payables, and project-related expenses. Candidate Profile Bachelor's / Master's degree in Finance, Accounting, or related field. 3 - 7 years of experience in finance roles, preferably in real estate or large-scale projects . Proven experience in generating high-value loans and liaising with financial institutions. Strong knowledge of bookkeeping, accounting standards, and compliance . Proficiency in Tally/ERP/accounting software . Excellent analytical, communication, and negotiation skills.

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 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 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

Responsible for personal discussion of cases as per the laid down policies & procedures and maintain strict adherence to quality. Adhere to agreed SLAs and timelines in completing the activities assigned. A skill set of underwriting, disbursements, collateral, coordination with cross-function sales operation function. Responsible for protecting company assets through proper evaluation of all credit requests, establishing credit limits and ensuring that all loans granted are adequately documented and secured by the appropriate collateral. Ensure proper communication of credit decisions to stakeholders. Responsible for improving underwriting efficiencies while ensuring adequate risk management. Responsible for the following verification processes : Loan Account Verification Cross Verification (Member House Visit) KYC Check Bank Passbook and other Document Check Income and Expense Assessment Check on Influence of Middleman Negative Area Check CPC Checklist Verification Loan Card Check of other Lending Institutions Bucket Monitoring Death Case Verification Branch Compliances and ICQ Observation Closure

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

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.,