159 Loan Documentation Jobs - Page 3

Responsibilities: Handle end-to-end loan documentation processes Verify, prepare, and review all necessary documents for accuracy and compliance Interact with clients to gather required information and provide status updates Coordinate with internal teams and financial institutions for loan processing Ensure adherence to banking policies, procedures, and regulatory requirements Maintain accurate records and ensure timely completion of documentation tasks Eligibility Criteria: Minimum 12th pass or above 1 to 3 years of experience in loan processing or documentation Should have good communication and customer service skills Knowledge of banking procedures and loan-related compliance is require...

As a Loan Documentation Specialist for Solar Project Financing in Delhi, your role will involve managing and coordinating all documentation and compliance activities related to raising loans for solar projects from NBFCs, banks, and other financial institutions. Your responsibilities will include preparing and reviewing necessary documentation for loan applications, liaising with lenders, ensuring compliance with sanction and disbursement conditions, and maintaining organized records of all loan-related documents and correspondence. Key Responsibilities: - Prepare, compile, and review all necessary documentation required for loan applications for solar projects. - Coordinate with internal de...

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

Role Overview: As a Loan Doc & Proc Intermediate Analyst at our company, you will be responsible for managing the preparation and review of loan documentation while assisting with various tasks related to the loan process. You will work in a complex loan operations environment, independently processing and closing loans, and interacting with other counterparties regarding positions and outstanding balances/claims. Your role will also involve supporting a wide range of products/services and following established procedures to identify and resolve problems related to loan documentation/processing activities. Additionally, you will make recommendations to management for process improvement and ...

About this role: Wells Fargo is seeking a Lead Commercial Loan Closing Representative. In this role, you will: Support performance and overall effectiveness of team, as well as cross-group pre-close and post-close documents for the most complex commercial real estate loans Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing Perform or guide others on complex business and operational decisions that require planning, evaluation, and interpretation Review and prepare loan related documents Independently prioritize work and provide day-to-day-work leadership and mentorship to Commercial Loan Closing team Lead or contribute to implem...

About this role: Wells Fargo is seeking a Lead Loan Documentation Processor In this role, you will: Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans Review the most complex legal, appraisal, and title information Prepare loan documentation, coordinate loan closings, and initiate loan disbursements Monitor the loan disbursement process Perform or guide others on complex loans that require planning, evaluation, and interpretation Ensure compliance with company's policies and procedures Identify and mitigate Loan Documentation risks in accomplishing business goals Prioritize work and provide day to day work leadership and mentorship to the Loan Docume...

Role & responsibilities Prepare and review financial reports, project reports, and CMA data for loan processing. Handle banking-related documentation and compliance for business finance requirements. Develop financial models, business plans, and projections in Excel for clients. Support business advisory services, including project feasibility and funding strategies. Coordinate with banks, NBFCs, and other financial institutions for project funding. Assist clients in loan documentation, start-up funding processes, and project finance proposals. Ensure compliance with accounting standards, taxation, and regulatory requirements. Provide analytical insights for decision-making and financial str...

As a Commercial Real Estate (CRE) Loan Processor & Closer at AVANA Companies, you will be an integral part of the loan origination and closing process. Your responsibilities will include preparing loan files, performing financial statement analysis, and assisting with credit decision data entry. You will work closely with borrowers, loan representatives, third-party vendors, and legal counsel to ensure a smooth and timely closing process. Key Responsibilities: - Collection of Borrower and Property Information: - Provide excellent customer service to various stakeholders involved in the loan process. - Gather necessary borrower, guarantor, and property information for the loan file. - Coordin...

JOB OVERVIEW: This role involves managing security creation, documentation, and monitoring of portfolio companies cash flows, covenants, TRA, and MIS, while ensuring legal and regulatory compliance. It offers the opportunity to safeguard financial interests and contribute to the long-term success of the portfolio. KEY STAKEHOLDERS: Portfolio companies (External) Investment team Legal Team Audit / Credit Operations team Desired Candidate Profile: Educational Background & Experience: MBA/CS/LLB/Graduate with 5+ years of experience in any debenture trustee and/ or asset monitoring role or credit operations role with a corporate-lending focused bank/ NBFC/ credit fund Regulatory Knowledge – Work...

Qualification: CA/MBA-Finance/CFA/CWA/FRM/M.COM Accounts and Finance Experience: Minimum 2 years Key Responsibilities: Fair understanding of Loan and Debt Market instruments such as Term Loans, NCDs, Commercial Paper (Secured, Unsecured, Market-linked Instruments), ECB, DA, PTC, etc. Responsible for liaising with institutions including Public and Private sector Banks, NBFCs, Investors, Mutual Funds, Insurance Companies, etc. Fair understanding of legal documentation and liaising with lenders legal counsel, in-house legal department, Security Trustees, Rating Agencies, and other intermediaries. Fair understanding of financial modelling including bank CMAs, able to build and interpret financia...

Job Summary: Responsible for recovering overdue loans by contacting clients, negotiating repayment plans, and ensuring timely collections. Any candidate who wants to apply can contact on the given contact number.08375858125 Key Duties: Follow up with defaulters via calls and visits Negotiate and monitor repayment schedules Keep records of recovery activities Work with legal team if needed Meet recovery targets Requirements: Good communication skills Basic knowledge of finance/loans Previous experience in collections is a plus Any candidate who wants to apply can contact on the given contact number.08375858125

TFL - Lending, AVP Position Overview Job Title: TFL - Lending Corporate Title: Assistant Vice President Location: Bangalore, India Role Description The Assistant Vice President (AVP) for Lending operations will be responsible for operational oversight of Loan servicing transactions and Trading activities. This role requires a deep understanding of Bi-lateral and Syndication Loan life cycle, knowledge of Loan servicing systems, reconciliation and break resolution. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutra...

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 assign...

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 ...

Drive sales and business development for Approved Project Funding (APF) products in the assigned area. Manage sourcing of APF cases through builders, channel partners, and the sales team, ensuring achievement of sales targets. Handle ticket sizes typically ranging between 75 Lakhs to 3 Crores. Maintain strong builder relationships to expand the APF base in the market. Achieve monthly/quarterly/annual sales targets (disbursements & sourcing). Handle Number of APF builder tie-ups and quality of relationships.

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...

Reports to: Area Manager Department : Gold Loan Role purpose: Increasing branch walk-ins & sourcing new customers through local level activities. To increase awareness of Gold Loan branch in local areas & thereby increase branch business. Key accountabilities and decision ownership: Have clear understanding of FedBank Gold loan Programmes. Have clear understanding of documentation required in Gold loan. Understand process of Gold Loan disbursals. Ensure daily door to door & shop to shop marketing. Ensure that Gold Loan branch is popularized in catchment area of 5 square kilometers for enhancing walk-ins resulting in business. Maintain customer contact details for customer follow-up by branch...

Role & responsibilities 1. Role Overview The Assistant Company Secretary will support the Company Secretary in ensuring compliance with statutory and regulatory requirements under the Companies Act, 2013, SEBI Regulations, RBI guidelines for NBFCs, and other applicable laws. The role also involves handling legal documentation related to loan transactions, drafting agreements, and supporting board/committee functioning. 2. Key Responsibilities Secretarial & Compliance Assist in convening and conducting Board, Committee, and General Meetings , including preparation of notices, agendas, presentations, minutes, and related records. Ensure compliance with the Companies Act, 2013 , SEBI LODR Regul...

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 assign...

About this role: Wells Fargo is seeking a Senior Commercial Loan Closing Representative. In this role, you will: Support performance of less experienced staff and overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Perform complex legal activities for loan documentation that may also include documentation purchased from a third party source, internal staff and the Corporate Legal Group Provide subject matter expertise and interpretation of procedures to less experie...

Key Responsibilities : - Generate and qualify leads for microfinance products. Build and maintain client relationships. Assist clients with loan applications, documentation, and queries. Support branch in achieving sales and collection targets. Conduct field visits for client acquisition, collections, and follow-ups. Report market insights and client feedback to the branch manager. Required Skills & Qualifications : - Experience in sales, business development, or microfinance preferred. Strong communication and persuasion skills. Ability to work in field operations. Target-driven with a client-focused approach.

About this role: Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist In this role, you will: Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements Coordinate all aspects of resolving open customer service issues; interact with internal and external customers Serve as primary liaison and work collaboratively with Line of Business, Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-foc...

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 tea...

About this role: Wells Fargo is seeking a Lead Commercial Loan Servicing Representative In this role, you will: Provide training and guidance to less experienced Commercial Loan Servicing representatives in interpreting and understanding complex policies as well as managing cross group projects Research, respond to and resolve complex inquiries Train others on complex loan agency inquiries and servicing language in loan documentation and interpretation, as well as an understanding of financial services and customer support Coordinate and reconcile all loan advances and payments with member banks and customers and books letters of credit Support loan trading and assignments Prioritize work an...

The Loan Doc & Proc Analyst 2 position is a developing professional role where you will apply specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. Your responsibilities will include identifying policy gaps, formulating policies, interpreting data, making recommendations, and researching factual information. You will also be tasked with identifying inconsistencies in data, defining business issues, and formulating recommendations on policies, procedures, or practices. Additionally, you will integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. Your role will have a limited b...