46 Loan Documentation Jobs - Page 2

Role & responsibilities Overall purpose of role To support Wholesale Lending with day-to-day processing, reviewing, reporting, trading and issue resolution. Support with day-to-day Wholesale Lending initiatives including processing, reviewing, reporting, trading and issue resolution through lending technical expertise. Monitoring the banks lending operations to ensure that they are conducted in an efficient and effective manner and comply with relevant regulatory requirements. Collaboration with teams across the bank to align and integrate Wholesale Lending processes. Identification of areas for improvement and providing recommendations for change in Wholesale Lending processes. Development and implementation of Wholesale Lending procedures and controls to mitigate risks and maintain operational efficiency. Development of reports and presentations on Wholesale Lending performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice in Wholesale Lending Services. Participation in projects and initiatives to improve Wholesale Lending efficiency and effectiveness. Key Accountabilities Act as a subject matter expert by developing excellent understanding of procedures Working in partnership with the closers and other Investment banking operations teams to ensure that we are able to turnaround the closing of the queries within the agreed SLA React spontaneously to urgent requests and perform the required maker/checker activities Preferred candidate profile * Grade- BA3 * Job Family Wholesale lending * Posting Tile : Operations Senior Analyst * Exp Range- 2-6 years * Skills: Loan IQ ACBS, LIQ, good comms * Shift Timings US operating hours. 6:30 PM- 3:30AM IST * Interviews will be virtual. * Location : Noida

Responsible for all the operations processes related after the loan is sanctioned till such time the loan is closed. Will own the Loan Management System. Verification of all the loan documentation in compliance with the terms of the sanction letter and the internal policies of the company. Identification of external vendors (like verification agencies, lawyers) and regular engagement with them for final checks before disbursement of loans like verification of original title deeds etc., within the stipulated TATs. Own the banking processes related to presentation of E-mandates, returns, reconciliation etc. and create & implement processes to share the information on a timely basis with the relevant stakeholders like Sales, Credit & Collections Officers. Create and implement processes for safe keeping and retrieval of legal and loan documents Required Qualifications and Experience: CA/ MBA with 2 4 years of relevant credit or operations experience in the NBFC Banking industries B Com with 5-8 years of relevant credit risk experience in the NBFC Banking industries Exposure and understanding of credit practices and products in small ticket lending (secured and unsecured) and Loan Management Systems is essential. Should have a strong knowledge of legal documentation for secured and unsecured loans.

Location: Coimbatore, Chengalpattu Experience: New car/ used Car Key Responsibilities: Generate and convert leads for New car and used car loans at dealership level Conduct customer profiling , product pitching, and close auto loan sales Ensure accurate and timely loan documentation , file login, and disbursement process Coordinate with credit teams for loan approvals and eligibility clarifications Collect PDDs (Post Disbursement Documents) within defined TAT Visit customers' home/office for document collection as needed Build and maintain strong relationships with dealer sales teams Support in collections follow-ups for missed EMIs Track market intelligence about competitor loan products Ensure high customer satisfaction and resolution of queries Desired Candidate Profile: Education: Bachelor's Degree (any stream) Experience: 1 to 4 years in Auto Finance , NBFC , or Banking - Loan Sales Role Type: Field Sales / Frontline Sales / Finance Executive Key Skills: Auto Loan Sales, Loan Documentation, Field Sales, Credit Coordination, Dealer Relationship, Customer Handling, PDD Collection, TAT Management

Hiring for Commercial lending (SME/SPE) Location - Hyderabad (No relocation) Timings - US Night shift Mode - Work From Office Notice Period - Immediate - 15 Days Joiners only SPE - Upto 5 Lpa SME - Upto 7.5 Lpa SPE - 1.5 +yr exp in Commercial lending, Loan syndication & Us mortgage SME - 4+yr exp in Commercial lending, Loan syndication & Us mortgage Interested Candidates contact HR Dinesh@ 8655512320 dinesh@careerguideline.com

Sumitomo Mitsui Banking Corporation Job Responsibilities 1) Preparation of sanction Letter and loan /security documents in line with approved terms 2) Checking of loan and security documents (Draft and Executed) 3) Tracking of pending documents and covenants 4) Documentation and Limit Control - Ensuring execution of documentation and setting up of limits as per approved credit terms & conditions. 5) Credit Risk Management- Provide support for overall credit risk management 6) Application of learning on day-to-day assignments for various products offering of the Bank. Emphasis on timely delivery without compromising on credit quality and due diligence - Ensuring timely Deliverables. 7) Leveraging the potential of available Systems for monitoring- Proficiency in understanding the deliverables available at Core Banking System 8) Contribution to arriving at error free environment - Adherence to conduct business under defined set of principles, procedures, and processes. 9) Credit Limit- Controlling overall Credit Limit process as per credit approval. 10) Compliance with local and global compliance requirement - Sacrosanct understanding of local and HO requirement relating to compliance activity in delivering business & productivity goals. 11) Audit function (concurrent / RBI)- Performing the functions in line with the audit requirements without any slippages and deficiencies (minimizing the finding and addressing the same). 12) Loan Documentation Control- Follow the loan documentation process as per Bank policy and RBI guidelines. 13) Credit Monitoring (compliance) & Due Date Monitoring including overdue :Ensuring credit compliance (conditions/covenants etc) as per credit approval. (Monitoring all credit items for due date control by making excel and day to day follow up). 14) Limit Loading -Loading limits in Core Banking solution as per sanctioned terms . 15) Making effective usage of APTD learning platform- Proactively register and complete the courses offered. 16) MIS for portfolio Management, RBI and other internal & external reporting Provide strategic support for the purpose. 17) Monitoring after disbursement of limits- a) Monitoring Stock Statement (inventory & receivable statement) of borrowers availing working capital facilities on monthly basis b) Due Date monitoring of stock statement, insurance, loan documentation etc. 18) Outsourcing Vendors - Keeping record related to the vendor appointed. 19) Maintaining Collateral data in Core Banking Solution for all secured Borrowers 20) Monitoring of due End Use Certificate and Acknowledgment of Debt from all Borrowers and assisting Business Team in obtainment of same before due date. 21) Assisting Risk Control, Operations and other Internal teams by maintaining and sharing Database of all the limits uploaded, renewed & modified in Core Banking Solution 22) Basis approved Credit Terms , Loading of limits on various TREDS platforms viz. RXIL, M1 Xchange, Invoicemart etc. 23) Computation of Drawing Power (DP) and advising Limits in Core Banking Solution for DP backed Credit facilities basis Stock Statements submitted by the Borrowers 24) Preparation of exchange of information on quarterly basis Knowledge, Skills, Experience & Qualifications 1) The proposed candidate should have sound knowledge of companies act and loan documentation . 2) Knowledge of Microsoft excel is must. 3) Should have good communication skills 4) Should have good drafting skills 5) Chartered Accountant/Company Secretary/ MBA. LLB Qualification would be significant plus. 6) JAIIB/CAIIB. 7) Should have experience between 4-6 years in credit administration in Large Corporate from Banks. Purpose of the position Performing 1st Level check (maker) a) Checking Loan Documentation and security documents (Draft and executed). b) Registration of limits and Collateral in system post completion of documentation c) Tracking of pending documentation, covenants, Stock Statement Etc. d) Updation of Collateral in system e) Drawing Power calculation etc Preparation of various Internal reports /MIS for submission to internal stakeholders as well as External (RBI/ Statutory Auditors etc) Lodgment and filing of loan documents post limit loading

Sumitomo Mitsui Banking Corporation Job Responsibilities Preparation and checking of sanction Letter and loan /security documents in line with approved terms Checking of loan and security documents (Draft and Executed) Tracking of pending documents and covenants Documentation and Limit Control - Ensuring execution of documentation and setting up of limits as per approved credit terms & conditions. Credit Risk Management- Provide support for overall credit risk management Application of learning on day-to-day assignments for various products offering of the Bank. Emphasis on timely delivery without compromising on credit quality and due diligence - Ensuring timely Deliverables. Leveraging the potential of available Systems for monitoring- Proficiency in understanding the deliverables available at Core Banking System Contribution to arriving at error free environment - Adherence to conduct business under defined set of principles, procedures, and processes. Credit Limit- Controlling overall Credit Limit process as per credit approval. Compliance with local and global compliance requirement - Sacrosanct understanding of local and HO requirement relating to compliance activity in delivering business & productivity goals. Audit function (concurrent / RBI)- Performing the functions in line with the audit requirements without any slippages and deficiencies (minimizing the finding and addressing the same). Loan Documentation Control- Follow the loan documentation process as per Bank policy and RBI guidelines. Credit Monitoring (compliance) & Due Date Monitoring including overdue :Ensuring credit compliance (conditions/covenants etc) as per credit approval. (Monitoring all credit items for due date control by making excel and day to day follow up). Limit Loading -Loading limits in Core Banking solution as per sanctioned terms . Making effective usage of APTD learning platform- Proactively register and complete the courses offered. MIS for portfolio Management, RBI and other internal & external reporting Provide strategic support for the purpose. Monitoring after disbursement of limits- Monitoring Stock Statement (inventory & receivable statement) of borrowers availing working capital facilities on monthly basis Due Date monitoring of stock statement, insurance, loan documentation etc. Outsourcing Vendors - Keeping record related to the vendor appointed. Maintaining Collateral data in Core Banking Solution for all secured Borrowers Monitoring of due End Use Certificate and Acknowledgment of Debt from all Borrowers and assisting Business Team in obtainment of same before due date. Assisting Risk Control, Operations and other Internal teams by maintaining and sharing Database of all the limits uploaded, renewed & modified in Core Banking Solution Basis approved Credit Terms , Loading of limits on various TREDS platforms viz. RXIL, M1 Xchange, Invoicemart etc. Computation of Drawing Power (DP) and advising Limits in Core Banking Solution for DP backed Credit facilities basis Stock Statements submitted by the Borrowers Preparation of exchange of information on quarterly basis Knowledge, Skills, Experience & Qualifications The proposed candidate should have sound knowledge of companies act and loan documentation . Knowledge of Microsoft excel is must. Should have good communication skills Should have good drafting skills Chartered Accountant/Company Secretary/ MBA. LLB Qualification would be significant plus. JAIIB/CAIIB Should have experience between 12-15 years and 8-10 years in checker role. a) To prepare and check loan documentation in line with sanction terms and RBI Guidelines b) To load the limits once all conditions precedent are complied c) To track pending documentation and track covenant as per sanction terms and management approval. d) To calculate DP as per process and update the same in system. e) To guide and mentor the makers f) To suggest and implement best documentation practices. Preparation of various Internal reports /MIS for submission to internal stakeholders as well as External (RBI/ Statutory Auditors etc) Lodgment and filing of loan documents post limit loading

Duties and Responsibilities: Aggressively drive the sales numbers and source new business for Home Loans through Builders, DSAs and Open Market. Build and maintain relationships with DSAs, builders, and other business partners. Generate leads, convert them into sales, and meet sales targets. Conduct market research, competitor analysis, and customer feedback to improve sales strategies. Ensure timely disbursal of loans and provide excellent customer service, compliance with all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Desired Candidate Profile: Graduate/PG in any field with minimum 1-2 years of relevant experience in HL/Lap. Knowledge of loan documentation process. Male & Females both candidates will be preferred. Good communication, extrovert attitude and selling skills is a must.

Hiring for Commercial lending ( Us Mortgage ) Location - Hyderabad Timings - US Night shift Mode - Work From Office Notice Period - Immediate to 15 Days SPE - Upto 5 Lpa SME - Upto 7.5 Lpa Skills Required : Commercial lending, Loan syndication & Us mortgage SPE - 1.5 +yr exp in Commercial lending, Loan syndication & Us mortgage SME - 4+yr exp in Commercial lending, Loan syndication & Us mortgage Interested Candidates contact Share resume HR Dinesh@ 86555 12320 dinesh@careerguideline.com

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.

We are seeking a skilled and detail-oriented Non-QM Loan Underwriter to join our team supporting U.S.-based lenders. The role involves the manual underwriting of Non-Qualified Mortgage (Non-QM) loan files, requiring in-depth analysis of complex borrower profiles, alternative income documentation, and investor-specific guidelines. The ideal candidate will bring a strong understanding of non-QM programs, risk assessment, and credit evaluation, while working in close coordination with onshore stakeholders. Key Responsibilities: Manually underwrite Non-QM loan files by evaluating full income, asset, credit, and collateral documentation. Analyze alternative income types such as bank statements, P&L statements, 1099s, DSCR, and asset depletion. Review files for completeness, accuracy, and eligibility based on lender-specific Non-QM guidelines and overlays. Required: 3-5 years of U.S. mortgage underwriting experience with at least 12 years in Non-QM. In-depth knowledge of Non-QM programs including Bank Statement, DSCR, 1099, CPA/P&L, and Asset Utilization loans.

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.

Role Responsibilities: Handle end-to-end processing of LAP applications Coordinate with clients for documentation and eligibility checks Assess and analyze financial and property documents Liaise with internal credit and legal teams Key Deliverables: Accurate appraisal and processing of LAP files Timely disbursement of loans Customer satisfaction in documentation and query resolution Compliance with lending norms and risk policies

Role Responsibilities: Handle end-to-end processing of LAP applications Coordinate with clients for documentation and eligibility checks Assess and analyze financial and property documents Liaise with internal credit and legal teams Key Deliverables: Accurate appraisal and processing of LAP files Timely disbursement of loans Customer satisfaction in documentation and query resolution Compliance with lending norms and risk policies

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

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

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