64 Loan Documents Jobs

Manager Operations | Credlix, EXIM | Location: Noida Department / Function Operations Designation Manager – Operations Key Skills Disbursement Operations KYC & Customer Onboarding Risk Assessment Process Improvement Loan Documentation Review Compliance & Quality Checks MIS Preparation & Reporting Role Objective The incumbent will be responsible for evaluating and verifying loan disbursement requests to ensure they align with organizational guidelines and borrower requirements. The role involves reviewing documentation for various types of Supply Chain Finance, assessing fund appropriateness, and ensuring disbursements are accurate, compliant, and risk-free for a smooth loan process. Responsibilities Maintain high disbursal productivity with proper understanding of supply chain finance documentation. Conduct quality checks to ensure minimal error rate in disbursals. Undertake activities as per prescribed processes (Accounting, MIS preparation). Monitor and minimize TAT breaches in pre-sanction and post-disbursement verification. Review documents in line with prescribed policies and coordinate with internal teams. Ensure all conditions and requirements are satisfied before disbursement approval and payment. Track and monitor Approval Rate, End-to-End TAT, Pending/ Rejection Reasons in real time. Process loan disbursements as per customer requests and defined timelines. Qualifications & Experience Work Experience: 6–10 years in risk assessment, KYC, onboarding, and disbursement operations. Education: Graduate / Post Graduate from a reputed institute. Skills Required: High ownership and ability to set up processes from scratch. Comfort working in an unstructured environment. Strong communication (written & verbal). Reporting Structure Reporting Manager: Associate Director Direct Reportees: TBD

Job Overview : The Channel City Head will be responsible for driving the growth and profitability of the Loan Against Property (LAP) product in a specified city or region. This leadership role involves overseeing sales, business development, channel partnerships, and the overall customer experience in the LAP segment. The role requires strong leadership, a deep understanding of the local real estate market, and the ability to collaborate effectively with various stakeholders to achieve sales targets. Key Responsibilities : Business Development : Drive the business strategy for the LAP product in the city, focusing on customer acquisition, revenue growth, and market share expansion. Develop and implement sales plans, marketing campaigns, and partnerships to achieve business targets. Identify and build relationships with key real estate agents, brokers, financial consultants, and other distribution channels. Sales & Revenue Growth : Oversee a team of sales managers and loan officers to ensure sales targets and objectives are met. Conduct regular meetings with sales teams to review progress, set targets, and discuss strategies to meet goals. Optimize the sales process for the LAP product and provide continuous support to the sales force to enhance performance. Team Leadership & Management : Manage, mentor, and motivate the city sales team to achieve high performance and align with the overall business objectives. Conduct training sessions to ensure the team is well-versed in LAP product features, policies, and competitive advantages. Monitor performance metrics of the sales team and implement corrective actions when necessary. Channel Partnerships & Relationship Management : Establish and maintain strong relationships with key channel partners such as brokers, real estate developers, and financial planners. Ensure effective management of the partner network, improving their productivity and ensuring compliance with company standards. Monitor channel partner performance and engage in regular feedback sessions to enhance the partnership and maximize business outcomes. Customer Experience & Retention : Ensure high customer satisfaction through smooth processing and timely disbursement of LAP loans. Handle escalated customer queries and resolve issues in a prompt and effective manner. Build long-term customer relationships by ensuring repeat business and referrals. Risk Management & Compliance : Ensure adherence to all regulatory norms, internal policies, and procedures related to LAP offerings. Work closely with the Risk and Credit teams to assess the risk profile of potential loans and ensure the quality of the loan book. Monitor loan defaults and collaborate with the collections team to manage overdue accounts. Market Insights & Competitor Analysis : Conduct regular market research and keep up-to-date with real estate trends, competitor offerings, and customer preferences. Provide feedback to product teams to help improve LAP offerings based on market needs. Identify and capitalize on emerging market opportunities. Reporting & Analysis : Track sales performance, business growth, and key performance indicators (KPIs). Prepare and submit monthly/quarterly reports to senior management, highlighting achievements, challenges, and action plans. Analyze data to make data-driven decisions that support business objectives. Key Skills & Qualifications : Education : A bachelor's degree in Business, Finance, or related field; MBA is a plus. Experience : Minimum of 810 years of experience in sales or business development, preferably in the banking, financial services, or real estate sector. At least 34 years in a leadership role managing teams. Knowledge : Strong understanding of Loan Against Property products and processes. In-depth knowledge of the local real estate market, including property valuation, legal documentation, and market trends. Familiarity with risk management, underwriting, and compliance processes. Skills : Strong leadership and team management skills. Excellent interpersonal and communication skills. Ability to drive business growth through strategic partnerships and effective relationship management. Analytical mindset with the ability to understand financial metrics and market dynamics. Proficient in CRM software and Microsoft Office Suite. Personal Attributes : Result-Oriented : Focused on achieving targets and driving business outcomes. Entrepreneurial Mindset : Self-driven, innovative, and capable of identifying new opportunities. Relationship Builder : Strong ability to network and build trust with internal teams, clients, and partners. Problem-Solver : Able to analyze complex situations and provide solutions that benefit both the organization and the customer.

The role involves supporting the Credit Risk and Lending Solutions function in overseeing the loan operations workstream during a period of expansion. Your responsibilities will include reviewing and analyzing legal and loan documents as well as approvals for various types of facilities such as agency, syndication, and bilateral. Additionally, you will be tasked with designing and presenting tailored solutions that meet client needs, showcasing how our services can assist in achieving client objectives. Furthermore, you will play a crucial role in developing case studies and success stories that illustrate the effectiveness and benefits of our solutions. Building and nurturing strong connections with key decision-makers and influencers within organizations will also be a key aspect of this role.,

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Bangalore (Hunasamaranahalli / Airport road) , Chennai-Trichy Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - Suman@in.experis.com

US Mortgage, Foreclosure, loan servicing, loan origination,

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Chandrapur/Nashik Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Ludhiana/Kapurthala Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

The Assistant Sales Manager position at our company is a full-time on-site role based in Bhubaneswar, focusing on Car Loans. As the Assistant Sales Manager, you will play a crucial role in handling loan documents, processing loans, interacting with clients, and overseeing various loan processing tasks. To excel in this role, you should possess strong skills in handling Loan Documents and Loan Processing. Effective Communication skills are essential for maintaining client relationships and ensuring smooth loan processing. Previous experience in Dealer Network management and Open Market Sourcing will be beneficial for this position. We are looking for individuals with relevant qualifications and skills, including a background in sales or banking industry. A Bachelor's degree in Finance or a related field is preferred. The ideal candidate will also demonstrate strong analytical abilities and problem-solving skills to effectively manage loan processing tasks and meet client needs.,

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Ludhaiana, Kapurthala Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - Suman@in.experis.com

Role specific skillsets: Accounting concepts & Processing Experience in either underwriting, appraisal, asset management, servicing, portfolio management, financial modelling, securitization Knowledge of using third-party reports, loan documents and analyzing borrowers' financial statement Updating financial statements of borrowers, analysis of P&L, Incorporating data from loan documents, underwriting documents, and appraisal documents for sizing the deal and supporting underwriting decisions Weekly/ Monthly reporting DESIRED CANDIDATE PROFILE: A dynamic personality and a passion to constantly improvise technology to suit the organizations needs. Qualification - B. Com/M. Com/MBA/CA/ICWA The drive to bring about change and a desire to constantly look for ways to use technology to derive efficiencies. An ability to understand the organizations goals and objectives and link them with the deliverables of the assigned function, in addition to overseeing delivery and operations. Crossed the boundaries of operational delivery and stepped into the space of organizing, planning and development if you relate to this, what are you waiting for? Please apply or you can share your profile with nimisha.agarwal@nexdigm.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Tiruchirappalli, Trichy Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - Suman@in.experis.com

Role specific skillsets: Experience working in commercial real estate lending industry for Agency loans (Freddie Mac, Fannie Mae, HUD) Experience in either underwriting, appraisal, asset management, servicing, portfolio management, financial modelling, securitization Knowledge of using third party reports, loan documents and analyzing borrowers financial statement Experience of handling a team of 10+ members Handson experience of client management, stakeholder management Strategy & Planning: Lead operational and strategic planning for the team assigned, including fostering innovation, planning projects, and organizing and negotiating the allocation of resources. Ability to handle multi-tasking roles and ensure proper co-ordination with multiple stake holders. Benchmark, analyze, report on, and make recommendations for the improvement and growth of the service delivery. Develop business case justifications and cost/benefit analyses for various tasks to be delivered Operational Management: Manage the deployment and monitoring of resources in performing the various tasks assigned. Work with stakeholders to define business and process requirements for new and better way of delivering activities. Direct involvement in identifying and developing tools for enhancing team performance. Manage staffing, including recruitment, supervision, scheduling, development, evaluation, and disciplinary actions. Approve and oversee projects and project portfolio Liaison with other operation teams for carrying out day to day to activities and ensuring that the operations run smoothly. Establish and maintain regular written and in-person communications with the organizations executives, department heads and other stake holders. DESIRED CANDIDATE PROFILE: A dynamic personality and a passion to constantly improvise technology to suit the organizations needs. Qualification - B. Com/M. Com/MBA/CA/ICWA The drive to bring about change and a desire to constantly look for ways to use technology to derive efficiencies. An ability to understand the organizations goals and objectives and link them with the deliverables of the assigned function, in addition to overseeing delivery and operations. Crossed the boundaries of operational delivery and stepped into the space of organizing, planning and development if you relate to this, what are you waiting for? Please apply or you can share your profile with nimisha.agarwal@nexdigm.com

incorporatingthird-partystatements,the Role specific skillsets: Accounting concepts & Processing Experience working in commercial real estate lending industry for Agency loans (Freddie Mac, Fannie Mae, HUD) Experience in either underwriting, appraisal, asset management, servicing, portfolio management, financial modelling, securitization Knowledge of using third-partyarty reports, loan documents and analyzing borrowers' financial statement Updating financial statements of borrowers, analysis of P&L, Incorporating data from loan documents, underwriting documents, and appraisal documents for sizing the deal and supporting underwriting decisions Weekly/ Monthly reporting DESIRED CANDIDATE PROFILE: A dynamic personality and a passion to constantly improvise technology to suit the organizations needs. Qualification - B. Com/M. Com/MBA/CA/ICWA The drive to bring about change and a desire to constantly look for ways to use technology to derive efficiencies. An ability to understand the organizations goals and objectives and link them with the deliverables of the assigned function, in addition to overseeing delivery and operations. Crossed the boundaries of operational delivery and stepped into the space of organizing, planning and development if you relate to this, what are you waiting for? Please apply or you can share your profile with nimisha.agarwal@nexdigm.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Salem, Trichy Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Ahmedabad, Trichy Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Responsibilities: * Ensure compliance with regulatory requirements * Verify loan documents accurately * Maintain confidentiality at all times * Collaborate with underwriting team on document issues Travel allowance Health insurance

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Ahmedabad, Ambala Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - Suman@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - Ambala Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Job Location - 1. Hunsmaranahalli, Airport Road 2. Tumkur Road Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

As a Senior Specialist, you will be responsible for processing specialty lending products and complex loan transactions. Your role will involve conducting a comprehensive review of loan documents prepared by outside legal counsel to ensure they meet serviceability requirements and terms of approval. Additionally, you will assist in second-level reviews of critical items to guarantee accuracy before releasing closing documents. You will act effectively as the initial step in the escalation process and exception decisions, contributing to training new team members and updating processes and procedures for the department. Moreover, you will support management with special projects as needed. In this position, you will demonstrate key competencies that include Culture Leadership, effective Communication, Execution Leadership with attention to Detail, Problem Solving and Decision Making abilities, Technical Knowledge, and Client Leadership. You will need to possess strong analytical and problem resolution skills, along with excellent verbal and written communication skills. Your focus on client satisfaction, attention to detail, and ability to work in a fast-paced office environment with service level expectations will be crucial for success in this role. Qualifications and Education Requirements: - An Associate or bachelor's degree is preferred but not required. - Knowledge of loan documents and experience with loan processing is essential. - Knowledge of ONB loan policy and Commercial Guidelines is preferred but not required. - Highly organized with a strong attention to detail. - Prior experience in a fast-paced office environment with service level expectations. - Must have the ability to meet deadlines. Key Responsibilities: Loan Processing: - Review and input loan submissions from Relationship Managers in CML, ensuring complete and accurate data entry. - Communicate with RMs to gather additional information necessary for underwriting. - Complete loan pre-closing tasks and review supporting documentation thoroughly. - Collaborate with RMs to ensure all closing requirements are met. - Finalize post-approval procedures in CML. Preparation of Loan Documents: - Utilize Loan Guidelines and commercial procedures for accurate document preparation. - Use special loan software to produce precise loan documents. - Prepare template documents outside of the loan software. Additional Responsibilities: - Ability to work night shifts. - Any Graduate qualification is acceptable. Preferred Skills: - Retail Banking experience in ONB for Deposits, Wires, AML, Fraud, Mortgage, and cards will be advantageous.,

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

Looking for a candidate having experience into Auto/Car loan Sales process, collecting documents till Disbursement process. Dealership Handling New Car, used car loan. Position description: Support in achieving sales target at dealer outlet through accurate and timely documentation as well as resolving transactional issues in order to provide high service quality to customers. Primary Responsibilities: Engage with customers to provide information on TFSIN offerings and benefits by showcasing customized product options, low TAT and high service standards to achieve sales targets. Assist customers in new or used car loan processing. Collect and verify loan documents and complete file login. Coordinate with Credit Team for approvals Visit customers' residence/office for document collection Handle post-disbursement documents (PDDs) Submit physical files within defined TAT Support collections for missed EMIs when needed Interact with walk-in customers at dealership & resolve queries Candidates may share the profiles at - nilofar@in.experis.com

We are seeking a detail-oriented Commercial QC Analyst to ensure the accuracy and compliance of commercial loan files in the U.S. mortgage domain. The role requires strong attention to detail, understanding of U.S. commercial loan documentation, and familiarity with regulatory standards, especially for SBA loans. We are looking immediate joiners for this profile. Responsibilities Conduct thorough reviews of U.S. commercial mortgage loan files for accuracy, completeness, and compliance with internal policies and federal regulations. Validate key loan elements including borrower details, property information, collateral, terms, financial documents and credit memos. Ensure timely uploading of SBA (Small Business Administration) loan documents and coordinate the collection of all required signatures. Cross-check documentation against loan origination systems (LOS) and ensure all supporting documentation is consistent and in place. Identify errors or inconsistencies in loan packages. Communicate proactively with Loan Officers, Underwriters, and Closing teams to resolve discrepancies. Maintain logs of quality control reviews and prepare detailed reports for management. Stay updated on evolving SBA and commercial lending compliance requirements. Recommend process improvements to enhance the accuracy and efficiency of the quality control process. Qualifications Working knowledge of commercial loan structures and SBA documentation requirements. Familiarity with U.S. mortgage regulations. Strong attention to detail and organizational skills. Proficiency in MS Office and loan origination systems. Strong written and verbal communication skills.

Experience: 3 to 4 years of experience in end-to-end loan processing, contracting, loan documentation and stakeholder interaction. Responsibilities: Experience with Vehicle loan, commercial loan, and lending operation. Should have in depth understanding in loan origination, onboarding, and documentation. Experience in credit spreading and governance. Should have sound understanding of drafting loan contracts and preparing payment structure as per customer requirement. Should have sound understanding of credit risk governance and underwriting. Should have sound knowledge of payout processing and documentation. Should be good with numbers and knowledge to prepare MIS. Should be quick and proactive in responding to customer queries. Experienced in dealing with client stake holders is a must. Should have advance knowledge of MS Office applications. Should be a team player and have attention to detail. Basic understanding of KYC, account set up and related party onboarding. Flexible in working as per on demand client requests. Location- Pune Immediate joiner only Interested candidates please share resume on shrenika.thube@wipro.com