Jobs
Interviews

36 Loan Iq Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

We are seeking someone to join our team as an Associate in Global Loan Servicing. Your responsibilities will include checking and approving loan events, preparing reports, reconciling trade settlements, managing policies, and addressing queries. In the Operations division, we collaborate with business units across the Firm to support financial transactions, implement effective controls, and develop client relationships. This position is at the Associate level within Product Support & Services, where you will provide transaction support and manage post-execution processes. At Morgan Stanley, a global leader in financial services since 1935, we are constantly evolving and innovating to better serve our clients and communities in over 40 countries worldwide. **What You'll Do In The Role** - Execute processes/functions and/or support process management and project efforts. - Utilize knowledge of systems, markets, and instruments to influence the team. - Identify risks in day-to-day processes, address key issues, and contribute to process improvements. - Check and approve loan events, ensuring timely and accurate processing. - Prepare metrics reports. - Reconcile trade settlements via Internal MS system. - Maintain and amend various policies and procedures. **What You'll Bring To The Role** - Ability to establish clear goals, address non-standard issues within your expertise, and work with minimal guidance. - Subject matter expertise in the business area supported, client requirements, and ensuring control compliance. - Strong background in Loans, with Loan IQ experience strongly preferred. - Ownership of problems and driving towards resolution. - Attention to detail and ability to prioritize tasks effectively. - Excellence in client relations through timely and relevant communication. - Deliver team tasks on time with required quality. - At least 2 years of relevant experience is generally expected. At Morgan Stanley, we are committed to maintaining first-class service and excellence that have defined us for over 89 years. Our values guide us daily to put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back. We offer an opportunity to work with the best and brightest in a supportive and empowering environment. To learn more about our global offices, please visit https://www.morganstanley.com/about-us/global-offices. Morgan Stanley is an equal opportunities employer, providing a supportive and inclusive environment for all individuals to maximize their full potential. Our workforce is diverse, reflective of various backgrounds, talents, perspectives, and experiences. We focus on recruiting, developing, and advancing individuals based on skills and talents, fostering a culture of inclusion.,

Posted 1 day ago

Apply

4.0 - 8.0 years

0 Lacs

karnataka

On-site

Whether you are at the beginning of your career or seeking your next adventure, your journey commences here at Citi. You will have the chance to enhance your skills and create an impact at one of the world's leading global banks. Citi is dedicated to supporting your development right from the start, offering comprehensive on-the-job training, exposure to senior leaders, and traditional learning opportunities. Additionally, you will be able to contribute positively to our communities through volunteerism. As a part of the Transaction Management team, you will play a crucial role in various aspects of the lending lifecycle, such as loan closing and servicing coordination, client onboarding, data management, and quality control. Your responsibilities will include overseeing the operational aspects of loan transactions within the business division you support, ensuring compliance with both internal and external requirements. Your key responsibilities in this role will include: - Supporting the build and development team in managing loan origination and lifecycle management across different types of loans. - Assisting in creating processes, standards, controls, and implementing transaction management. - Contributing to the design and implementation of technology, including testing and rollout. - Providing training and support to transaction management staff and business partners. - Collaborating with various internal teams and stakeholders to ensure quality, compliance, and transparency. - Continuously enhancing processes, controls, and efficiencies throughout the loan lifecycle. - Participating in projects to improve performance and efficiency. - Managing and maintaining a deal closing pipeline, coordinating loan transactions, and ensuring data accuracy and documentation quality. - Evaluating risks and ensuring compliance with laws, rules, and regulations. The ideal candidate for this role should possess: - 4-6 years of relevant experience - Strong communication, organizational, and interpersonal skills - Ability to work under tight deadlines and manage priorities effectively - Proficiency in Excel and other Microsoft programs, as well as familiarity with Tableau or similar visualization tools - Experience with loan management systems and tools - Attention to detail, analytical thinking, and problem-solving skills - Client relationship management skills and experience in a global team environment - Knowledge of wholesale lending products, legal documentation, deal structures, and funding mechanisms - Strong decision-making abilities and ability to collaborate with diverse stakeholders - Understanding of corporate and regulatory policies related to lending operations Education: - Bachelor's/University degree; Master's degree preferred If you meet the above qualifications and are looking to take the next step in your career, we encourage you to apply for this exciting opportunity at Citi today. Please note that this job description is a summary of the primary responsibilities involved. Additional duties may be assigned as needed.,

Posted 1 day ago

Apply

2.0 - 4.0 years

2 - 4 Lacs

Mumbai, Maharashtra, India

On-site

3+ years of experience in commercial lending, Syndicated and bilateral loan processing Job Duties: Thorough understanding of loan product lifecycle with exposure across various loan management systems, documentation, closing, funding, and post-closure servicing of transactions Sound understanding of loan products; policies and processes; documentation requirements; risk systems, including loan origination systems; limits and exposure management; legal documentation Experience in migration of syndicated and bilateral deals to LIQ from other software Experience in reviewing legal documents such as credit agreements, pricing letters, and borrowing notices Hands-on experience of servicing loans in LIQ/Flex including processing outstanding loans/SBLCs, fee accrual booking/manual adjustments, FED/SWIFT payments, and generating manual cashflows Processing of funding requests, payments, rollover, nostro reconciliation, and calculation of interest and fees as per the notice sent by the agent bank Experience in collaborating/liaising with internal/external stakeholders and ensuring daily targets are met Qualification: CA/ MBA Finance/any graduate having relevant experience Skills Required: Proficient in using various tools such as Loan IQ, Flex-cube, XMC, ACBS Ability to handle client relations Ability to implement tasks and projects with minimal supervision Proficient in MS Office applications with advanced knowledge of Excel is preferred Personal Attributes / Interpersonal Skills Required: Independent and decisive mindset; strong analytical and problem-solving skills; a structured working style with a passion for deep diving into problems Team player Ability to work on tight deadlines Strong interpersonal and communication skills; ability to work effectively across teams Ability to independently investigate/analyse information and present conclusions

Posted 4 days ago

Apply

10.0 - 14.0 years

0 Lacs

karnataka

On-site

The Loan Servicing Manager - Associate is a crucial role within the Loans group, where you will be responsible for executing specific tasks and meeting requirements. This position plays a vital role in the team and offers exposure to various aspects of operating a banking office. You will closely supervise the team on a daily basis to ensure all Service Level Agreements (SLAs) are met and promptly escalate any exceptions for resolution. It is essential to adhere to the established QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. As subject matter expert (SME), you will handle complex process-related queries from team members and escalate them to onshore teams for resolution if needed. Implementing a robust Knowledge Management model, including maintaining Standard Operating Procedures (SOPs), managing process/policy changes, training new joiners, and providing ongoing training to the existing team, is a key responsibility. Encouraging 100% compliance with process-related policies, guidelines, and controls is crucial. Additionally, motivating and supporting team members to achieve their goals, identifying high-potential (HIPOs) individuals, and devising development plans for them are essential aspects of this role. You should proactively identify alternatives, options, and different perspectives on issues/problems, seeking alternative scenarios. Collaborating effectively with colleagues from various departments, valuing their skills and experiences, and fostering interdependence to achieve shared objectives are essential for success. Identifying process and soft skills-based training opportunities to enhance individual performances and growth plans is important. Ensuring learning plans are in place and compliance with mandatory training timelines is maintained. The ideal candidate will have a Bachelor's degree with a minimum of 10 years of relevant experience in loan servicing work within syndicated loans or a back office/financial industry setting. Proficiency in loan systems like loan IQ, knowledge of nostro/cash matching, General Ledger reconciliation, SWIFT, and remittance systems is required. Strong problem-solving skills, a risk and control mindset, knowledge of investment banking products, and experience in managing small to medium-sized projects successfully are essential. Proficiency in people and performance management, as well as escalation management, is vital. Preferred qualifications include the ability to influence and lead discussions with stakeholders, executive presence in summarizing and recommending solutions to senior management, domain learning, strong interpersonal and communication skills, analytical thinking, and problem-solving capabilities. Knowledge of product lifecycle and area product management is advantageous.,

Posted 5 days ago

Apply

3.0 - 7.0 years

0 Lacs

noida, uttar pradesh

On-site

NTT DATA is looking for a Junior Production Support professional to join their team in Noida, Uttar Pradesh, India. The ideal candidate should have 3-5 years of experience in Production Support and possess expertise in Windows Server/Linux, MSSQL, Oracle DB, Tomcat, ActiveMQ, JBoss, and any deployment tool knowledge. It is essential to have hands-on experience with ticketing tools like Jira or Freshdesk. Responsibilities include performing production support activities, analyzing and resolving issues within specified SLAs, working on Windows and Linux application support, deployment installations, debugging, and troubleshooting. The candidate should be willing to work shifts, be on call, or put in extra hours for task closure, and communicate effectively with key stakeholders. Experience with Loan IQ is considered an added advantage. NTT DATA is a global innovator in business and technology services, serving 75% of the Fortune Global 100. They aim to help clients innovate, optimize, and transform for long-term success. As a Global Top Employer, NTT DATA has diverse experts in over 50 countries and a strong partner ecosystem. Their services include business and technology consulting, data and artificial intelligence, industry solutions, as well as application, infrastructure, and connectivity development, implementation, and management. NTT DATA is a leading provider of digital and AI infrastructure globally and is part of the NTT Group, investing significantly in R&D to support organizations and society in confidently transitioning into the digital future. Visit [NTT DATA's website](https://us.nttdata.com) for more information.,

Posted 5 days ago

Apply

9.0 - 16.0 years

3 - 9 Lacs

Chennai, Tamil Nadu, India

On-site

To be successful in this role, you should have: Extensive experience in software quality assurance, with minimum 3+ years in a leadership role and an ability to manage team of more than 15 members. Good understanding of software testing methodologies (functional, regression, performance, security). Experience with test automation frameworks and tools. Knowledge of CI/CD practices and DevOps principles. Experience with API testing and integration testing with a familiarity in Java-based applications and microservices architecture. Excellent communication, analytical and problem-solving skills. Some other highly values skills may include: Experience in loan servicing, preferably from finance background. Experience in managing QA resources and automation framework. Knowledge of Loan IQ and Syndication or Origination. Team management experience using Agile project management. Good experience with automated unit testing and TDD (Test Driven Development). You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in our Chennai / Pune office. Purpose of the role To design, develop, and execute testing strategies to validate functionality, performance, and user experience, while collaborating with cross-functional teams to identify and resolve defects, and continuously improve testing processes and methodologies, to ensure software quality and reliability. Accountabilities Development and implementation of comprehensive test plans and strategies to validate software functionality and ensure compliance with established quality standards. Creation and execution automated test scripts, leveraging testing frameworks and tools to facilitate early detection of defects and quality issues. . Collaboration with cross-functional teams to analyse requirements, participate in design discussions, and contribute to the development of acceptance criteria, ensuring a thorough understanding of the software being tested. Root cause analysis for identified defects, working closely with developers to provide detailed information and support defect resolution. Collaboration with peers, participate in code reviews, and promote a culture of code quality and knowledge sharing. Stay informed of industry technology trends and innovations, and actively contribute to the organizations technology communities to foster a culture of technical excellence and growth. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures. . If managing a team, they define jobs and responsibilities, planning for the department s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. . If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. . OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions. . Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

Posted 1 week ago

Apply

1.0 - 4.0 years

1 - 4 Lacs

Pune, Maharashtra, India

On-site

Role Description PB Lending Operations (Banking) team is part of Wealth management Operations which takes care of Loan Payments, receivables, Invoice Generations, Auto debit setup, Loan reporting, Collateral bookings and reconciliations for Private clients. Your key responsibilities Preparing daily activity sheet, processing repricing, rollover, interest, principal paydown, MFFs etc in Loan IQ system. Managing email box and processing funding requests on already set up loans in system. Setting up new deals in Loan IQ system and working on amendment requests. Generating the outstanding Invoices, Fund Transfer, Reconciliation of Accruals vs Outstanding Payments of lending business Sharing the Invoices with Client over e-mails or mails. Adjustments of Interest rates in Deposit account when required. Preparing of automated and manual reports on outstanding Documents and sharing with business, Keeping a track of outstanding document on loan account. Following up with business for submission. Identifying a business risk and report it to respective stakeholders. Prepare an action plan to mitigate risk and close the outstanding risk items withing deadlines. Handling Audits requirements with explaining the process and providing documents Training new staff and keeping documents updated to process and Audit requirement. Your skills and experience Experience in Lending Operations is required Working hands on knowledge of Loan IQ application is must. Must understand U.S. based Lending products Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must.

Posted 1 week ago

Apply

1.0 - 8.0 years

0 Lacs

karnataka

On-site

You will be responsible for processing Loan Drawdowns, Rollovers, and Rate Fixing for all Bilateral and Syndicated transactions booked under various entities in Hong Kong, Singapore, Labuan, Taiwan, Tokyo, and Sydney. This involves coordinating funding and rate fixing with Treasury traders, reporting fund movements to treasury settlements, disbursing loans to clients, and recording drawdown and rollover details in LOAN IQ. Your role will also include monitoring the receipt and following up on non-receipt of principal installments, interests, and fees booking within the assigned portfolio. You will be coordinating disbursements to risk participants, insurance companies, participating banks, and other contracted parties. Additionally, you will support the Loan Syndication Team in loan sell-downs (primary and secondary) and handle deal settlements. Furthermore, you will be responsible for maintaining all administrative records of borrowers and lenders in LOAN IQ. Your technical skills should include proficiency in documentation review to extract operational information from facility agreements. Familiarity with Microsoft Windows applications such as Excel, Word, and PowerPoint is required. Knowledge of systems like Flexcube, Calypso, Matisse MSC, and Summit will be advantageous. If you meet the experience criteria of 1-3 years or 5-8 years in Loan Servicing and possess the necessary technical skills, please share your resume with girish.gowda@techwisedigital.com along with your current CTC and notice period.,

Posted 1 week ago

Apply

17.0 - 21.0 years

0 Lacs

karnataka

On-site

You should hold a Bachelor's Degree with a minimum of 17 - 20 years of relevant experience in new loan setup and loan servicing within the Back office/Financial industry. Knowledge of loan systems like Loan IQ/ACBS would be advantageous. Familiarity with Nostro/Cash matching, General Ledger reconciliation, SWIFT, and other remittance systems is required. Strong problem-solving and investigative skills are essential for analyzing and resolving process-related issues. A strong risk & control mindset is necessary, along with experience in driving small to medium-sized projects with successful outcomes. Proficiency in people and performance management, as well as escalation management, is crucial. You will be responsible for closely monitoring the team daily to ensure all SLAs (Quantity & Quality) are met and promptly escalating any exceptions for resolution. Supervising and assessing work allocation, identifying capacity areas throughout the day across all Global sites. Implementing strategies and core objectives in alignment with the global operations roadmap. Ensuring compliance with all controls and JP Morgan requirements, promptly escalating any risk items. Adhering to audit and compliance regulations and serving as the focal point for internal and external audits. Handling complex process-related queries and clarifications from team members as the subject matter expert. You should provide leadership, development, and communicate the vision and objectives for the department to all team members. Collaborating effectively with colleagues across the organization, valuing their skills and experience to achieve shared objectives. Managing individual performance instances and development improvement plans. Identifying process/soft skills-based training to enhance individual performances or growth plans. Developing domain expertise in the team to create subject matter experts. Providing constructive performance feedback monthly and tracking improvement areas. Assisting in the hiring process to backfill attrition or new roles. Motivating staff to meet business priorities and identifying high-potential talent with development plans. Implementing a robust Knowledge Management model including SOPs, process/policy change management, and ongoing training.,

Posted 1 week ago

Apply

4.0 - 8.0 years

0 Lacs

maharashtra

On-site

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. In this role, you're expected to contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending, and trade. You will assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. Additionally, you will aid in the design and implementation of technology including testing and rollout, provide training and support to transaction management staff and business constituents, and partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. You will ensure that the quality of data, controls, and processes performed meet internal policies and regulatory requirements/expectations, work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end-to-end transparency. Moreover, you will constantly improve processes, controls, and efficiencies within the group and front to back across the loan lifecycle, participate in projects to enhance performance and efficiency, take part in loan remediation and loan system testing/migrations, actively manage and maintain a deal closing pipeline of loan transactions, coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control, and appropriately assess risk when business decisions are made. As a successful candidate, you'd ideally have the following skills and exposure: - Minimum 4-6 years of experience - Excellent communication, organizational, and interpersonal skills - Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up - Quantitative skills with a high proficiency in Excel and other Microsoft-based programs - Tableau or visualization tool familiarity - Experience with Loan IQ, transaction capture tools, etc. - Keen attention to detail - Analytical and problem-solving abilities - Client relationship and solution skills - Experience within a large global team supporting wholesale lending at a large financial institution - Knowledge of wholesale loan (syndicated/bilateral) product and business, including an understanding of legal loan documentation, loan/funding mechanics, deal structure, funds flows, etc. - Experience working with clients under time constraints to facilitate a transaction or process - Ability to collaborate with team members, senior management, and other business constituents - Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems - Ability to manage multiple concurrent deadlines through the practice of strong organizational and time management skills with experience in continuously following up with various stakeholders - Understanding and awareness of appropriate corporate and regulatory policies in relation to lending - Deep understanding of operational processes supporting wholesale lending - Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture - Ability to work in an environment where priorities are frequently changing Education: - Bachelor's/University degree or equivalent experience Take the next step in your career, apply for this role at Citi today. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.,

Posted 2 weeks ago

Apply

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

Whether you are at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you will have the opportunity to expand your skills and make a difference at one of the world's most global banks. The company is fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You will also have the chance to give back and make a positive impact where Citi lives and works through volunteerism. As a part of the Transaction Management team, you will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. In this role, you are expected to: - Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending, and trade. - Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. - Aid in the design and implementation of technology including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. - Ensure that quality of data, controls, and processes performed meet internal policies and regulatory requirements/expectations. - Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end-to-end transparency. - Constantly improve processes, controls, and efficiencies within the group and front to back across the loan lifecycle. - Participate in projects to enhance performance and efficiency. - Take part in loan remediation and loan system testing/migrations. - Actively manage and maintain a deal closing pipeline of loan transactions. - Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control. - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency. The successful candidate would ideally have the following skills and exposure: - 6-8 years of relevant experience. - Excellent communication, organizational, and interpersonal skills. - Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up. - Quantitative skills with a high proficiency in Excel and other Microsoft-based programs. - Tableau or visualization tool familiarity. - Experience with Loan IQ, transaction capture tools, etc. - Keen attention to detail. - Developed analytical and problem-solving abilities. - Client relationship and solution skills. - Experience within a large global team supporting wholesale lending at a large financial institution. - Knowledge of wholesale loan (syndicated/bilateral) product and business, including an understanding of legal loan documentation, loan/funding mechanics, deal structure, funds flows, etc. - Experience working with clients under time constraints to facilitate a transaction or process. - Proven ability to collaborate with team members, Senior management, and other business constituents. - Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems. - Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following up with various stakeholders. - Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending. - Deep understanding of operational processes supporting Wholesale lending. - Focus on achieving/exceeding key operating standards within a KPI/metrics-driven culture. - Ability to work in an environment where priorities are frequently changing. Education: - Bachelor's/University degree or equivalent experience (MBA, CFA & CA preferred). Take the next step in your career and apply for this role at Citi today. [Apply here](https://jobs.citi.com/dei),

Posted 2 weeks ago

Apply

5.0 - 10.0 years

6 - 14 Lacs

Chennai

Hybrid

if anyone interested who is an immediate joiner or serving notice period is below 15 days, please DONOT CALL ME ,ONLY WHATSAPP ME me your details with resume -9003993690 or send me your resume with the below email id -sushma.v@bct-consulting.com • Background in banking, more specifically in Credits domain (structured credits, loans and risks associated). Prior Knowledge to Loan IQ software is must. Prior BA experience with Agile / Scrum background is necessary. Analysis, Solution definition and Problem solving. Experience in Stakeholder management. Service-oriented attitude and strong commitment to client satisfaction. Excellent verbal and written communication. Proven negotiation skills, facilitation skills. Capable of adapting to a new environment / changes and ability to deliver it successfully under pressure towards tight deadlines. Lead by example. Wellness to learn. Sincere and hard work. Self-starter, quick learner. Solution driven, Open positive mindset. Adopt the changes, able to identify gaps / risks and prepare the mitigation plan to deliver it smoothly.

Posted 2 weeks ago

Apply

5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a valuable member of our team, you will be responsible for demonstrating your expertise in debugging skills and code review. Your proficiency in Loan IQ will be crucial in effectively analyzing root causes of issues and conducting code reviews. Your solid core Java skills will be essential for this role. You will be expected to utilize your strong troubleshooting experience using Java code and various tools to address any challenges that arise. The ability to work both independently and collaboratively as part of a team will be key to your success in this position. The shift timings for this role are from 2:00 PM to 11:00 PM, with cab facility provided.,

Posted 2 weeks ago

Apply

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met. In this role, you're expected to contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending, and trade. You will assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. Additionally, you will aid in the design and implementation of technology including testing and rollout, provide training and support to transaction management staff and business constituents, and partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. You will ensure that the quality of data, controls, and processes performed meet internal policies and regulatory requirements/expectations. Collaborating with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end-to-end transparency. Constantly improving processes, controls, and efficiencies within the group and front to back across the loan lifecycle, participating in projects to enhance performance and efficiency, and taking part in loan remediation and loan system testing/migrations. As a successful candidate, you'd ideally have 6-8 years of relevant experience with excellent communication, organizational, and interpersonal skills. You must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up. Proficiency with Excel and other Microsoft-based programs, Tableau or visualization tool familiarity, experience with Loan IQ, transaction capture tools, etc., keen attention to detail, analytical and problem-solving abilities, client relationship and solution skills, among others. The educational requirement for this role is a Bachelor's/University degree or equivalent experience (MBA, CFA & CA preferred). Take the next step in your career, apply for this role at Citi today.,

Posted 2 weeks ago

Apply

5.0 - 9.0 years

0 Lacs

karnataka

On-site

We are seeking an experienced Product Consultant with specialized knowledge in Loan IQ. The ideal candidate will possess a comprehensive understanding of Loan IQ functionality, encompassing Deals, Facilities, Loans, Accounting Setup, Table Maintenance, and the Loan IQ Data Model. This role necessitates a blend of technical and functional expertise to aid in the support, configuration, and enhancement of Loan IQ implementations. Functional Responsibilities: The Product Consultant will be responsible for: - Demonstrating a deep comprehension of Loan IQ core functionalities, such as loan origination, servicing, and settlements. - Understanding Loan IQ processes related to syndications, participations, amendments, and restructuring. - Collaborating with business users to grasp requirements and appropriately configure Loan IQ. - Managing Deal, Facility, and Loan lifecycle processes within Loan IQ. - Resolving issues pertaining to loan and facility setups. - Configuring and maintaining accounting rules, GL mappings, and reconciliation processes. - Conducting table maintenance to facilitate business configurations and ensure data integrity. Technical Responsibilities: In the technical domain, the Product Consultant will be expected to: - Leverage expertise in the Loan IQ data model to extract and report data effectively. - Develop SQL queries for the analysis, reconciliation, and troubleshooting of Loan IQ data. - Possess proficiency in debugging skills, code reviews, and troubleshooting Java code and other tools. - Collaborate with technical teams to enhance Loan IQ through custom scripting, configurations, and API integrations. - Provide production support for Loan IQ-related incidents, conducting root cause analyses and ensuring resolution. - Engage in Loan IQ upgrades, patches, and migrations. Required Skills & Qualifications: The ideal candidate should have: - Over 5 years of experience as a Techno-Functional Consultant in Finastra Loan IQ. - In-depth knowledge of Loan IQ modules, including Deals, Facilities, Loans, and Accounting Setup. - Proficiency in the Loan IQ Data Model, with the ability to write SQL queries for data analysis. - Experience in table maintenance and configurations within Loan IQ. - The capability to analyze, configure, and enhance Loan IQ workflows in alignment with business requirements. - Strong problem-solving skills and the ability to thrive in a fast-paced environment. Preferred Qualifications: Desirable qualifications include: - Experience in customizing Loan IQ and integrating APIs. - Familiarity with loan accounting principles and regulatory compliance. - Exposure to Loan IQ upgrades and migrations. - Previous experience working in an Agile/Scrum environment.,

Posted 2 weeks ago

Apply

1.0 - 8.0 years

0 Lacs

karnataka

On-site

As a Loan Analyst at Techwise Digital Private Ltd, you will be responsible for processing Loan Drawdowns, Rollovers, and Rate Fixing for various transactions across multiple entities. Specifically, you will handle transactions pertaining to Hong Kong, Singapore, Labuan, Taiwan, Tokyo, and Sydney entities. This includes coordinating funding and rate fixing with Treasury traders, reporting fund movements to treasury settlements, disbursing loans to clients, and accurately recording drawdown and rollover details in LOAN IQ. Furthermore, your role will involve monitoring the receipt and following up on non-receipt of principal installments, interests, and fees within your assigned portfolio. You will be required to arrange disbursements to risk participants, insurance companies, participating banks, and other relevant parties as well as support the Loan Syndication Team in loan sell-down processes and deal settlements. Maintaining accurate administrative records of borrowers and lenders in LOAN IQ will be a crucial aspect of your responsibilities. Additionally, you should possess strong documentation review skills to extract operational information from facility agreements. Proficiency in Microsoft Windows applications such as Excel, Word, and PowerPoint is essential for this role. While not mandatory, familiarity with systems like Flexcube, Calypso, Matisse MSC, and Summit will be considered advantageous. The successful candidate for this position will have 1-3 years or 5-8 years of experience in Loan Servicing. If you believe you possess the necessary skills and experience for this role, please share your resume with us at girish.gowda@techwisedigital.com. Kindly include details of your current CTC and notice period in your application. We are specifically looking for candidates who can join immediately or within 15 days.,

Posted 3 weeks ago

Apply

1.0 - 4.0 years

1 - 4 Lacs

Bengaluru, Karnataka, India

On-site

Achieve the set targets on HL-Secured Loans in terms of open market acquisition and existing customer conversion Maintain database of prospects, meet select prospects and manage the relationship thereafter Follow up on leads provided by call center / liabilities team within defined TAT Cross sell other products of Ujjivan and pass quality leads to respective officers/staff Share customer insights/product related feedback with the Cluster Manager HL Coordinate with Products & Marketing department to carry out marketing drives that are assigned and catchment areas for HL secured loans Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services and establish professional relationship with them, with a long term perspective Conduct the appraisal process of potential customers in a courteous manner without compromising quality Guarantee confidential treatment of all the information gathered from customers Internal Process Carry out the pre and post-loan activities related to Unsecured loans, perform simple financial analysis, present the loan applications to the sanctioning committee by adhering to the set TAT & prioritize the repayment of loans to preserve the portfolio quality Visit the customers business and home to do the assessment/evaluation, following the Operations Manual procedures. Analyze and evaluate the loan applications, to determine the situation of the business, establish the risks, determine the capacity of repayment and the adequate loan amount for the customer's needs, and also evaluate the family situation and stability Visit the guarantor/collateral contact, explain about his/her role during the loan term Cooperate with the credit department in case of identifying discrepancies or problems in customer's information, reports, etc. through CRM Microfinance. Inform the customer about the Credit Committee decision Coordinate with Liabilities team if applicable, to ensure bank accounts are opened/activated to disburse the loan amount and necessary standing instructions to repay monthly disbursements Perform loan utilization check and follow up on the disbursed loans, especially of the ones not paying on time In case of arrears, visits customers and guarantors for the loan recovery and coordinate with collections officer to update the status periodically Learning & Innovation Maintain up to date knowledge of Unsecured loans as well as a working knowledge of other products offered in the branch Inform Branch Head about the demand in his/her assigned area as well as on the competition on a regular basis in consultation with CRM Microfinance. Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines

Posted 3 weeks ago

Apply

10.0 - 16.0 years

18 - 19 Lacs

Hyderabad

Work from Office

10 yrs+ Team Management MUST-please highlight in your resume 6:30 PM -3:30 AM Role & responsibilities Supervise a team of Operation Specialists responsible for moderately complex transactional and operational tasks such as processing servicing related tasks, identifying problems, improving service levels and develop metric to measure growth and performance Ensure timely completion, quality and compliance within the operation area Work independently on moderately complex issues and projects Identify opportunities for process improvement and risk control development and escalates issues to senior management Provide training, performance, evaluation and coaching of less experienced team Make daily supervisory decisions and resolve moderately complex business issues related to team supervision, work allocation and daily operational tasks under direction of Operations management Leverage interpretation of policies, procedures, and compliance requirements Collaborate and influence all levels of professionals including senior managers Lead team to achieve objectives Manage allocation of people and financial resources for Operations Mentor and guide talent development of direct reports and assist in hiring talent Preferred candidate profile Candidate should have an expert level Loan IQ experience with 2 + years of SME level /Training Expertise. Should have knowledge of all loan life cycle events in Loan IQ for both Syndications and Bilateral. Should be aware of Loan IQ environments (Production and Lower Environment) and their functionalities. Able to manage and deliver complex processes in all product areas in Loan IQ. Job Expectations: Flexible to work in US shift hours (6:30 PM IST - 03:30AM IST) Expert in MIS & Dashboard Reporting Expert in business simplification and standardization Manage process, people & stakeholders independently Risk Mindset & ability to identify potential risk opportunities and provide solutions Ability to identify operational challenges Good verbal and business writing skills Loan IQ experience On paper Team Lead/Team Manager experience of managing a minimum of 8-10 employees

Posted 1 month ago

Apply

4.0 - 9.0 years

7 - 17 Lacs

Bengaluru

Work from Office

In this role, you will: Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables Coordinate communication and information flow between business and technology teams Required Qualifications: 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Demonstrated experience coordinating requirements, testing and implementation of medium to large scale enterprise projects with multiple dependencies. Proficient with Microsoft Office suite of applications including Excel, Word, PowerPoint and Visio. Excellent customer service and communication skills. Experience tracking and reporting milestones including key deliverables and due dates. Demonstrated knowledge of data conversion efforts and required testing/validation methodologies. Strong analytical and problem solving skills with high attention to detail and accuracy Experience in SQL queries (foundational) to analyze the business data in the underlying systems and databases Ability to communicate the technical changes, functional changes clearly to the stake holders. Candidates with knowledge on Loan IQ or any financial product are preferred. Candidates with knowledge on Loan IQ Data model are preferred. Job Expectations: Bachelor's degree with 8+ years of experience in retail Lending, Syndicated lending, Leasing or any financial domain. 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 4+ years Loan IQ and Commercial Lending experience Demonstrated experience with implementations of commercial lending applications, Loan IQ. Demonstrated knowledge of the Agency Syndications & Loan Trading business in a front office, Operations, or Business Systems Consulting role. Sound knowledge and background of Syndication Loan Origination and Servicing activities, Experience working in Agile methodology with ability to elicit requirements, user stories, document processes and create test cases. Experience with Testing and Defect Tracking software, such as ALM or JIRA. Experience in attending Scrum ceremonies like Daily Scrum, Sprint planning, Sprint retrospective meetings. Demonstrated thought leadership and have experience engaging with senior leaders and managers. Ability to operate independently under strict timelines. Technical knowledge of the Loan IQ and demonstrated Loan IQ (vendor) data model knowledge and application experience Excellent analytical, problem solving and troubleshooting skills Proven SQL skills. Advanced SQL skills with the ability to understand and develop complex SQL Familiar with usage and application of Loan IQ API set

Posted 1 month ago

Apply

2.0 - 7.0 years

2 - 7 Lacs

Noida, Chennai, Delhi / NCR

Work from Office

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

Posted 1 month ago

Apply

5.0 - 10.0 years

7 - 17 Lacs

Bengaluru

Work from Office

About this role: Wells Fargo is seeking a Lead Software Engineer. In this role, you will: Lead complex technology initiatives including those that are companywide with broad impact Act as a key participant in developing standards and companywide best practices for engineering complex and large scale technology solutions for technology engineering disciplines Design, code, test, debug, and document for projects and programs Review and analyze complex, large-scale technology solutions for tactical and strategic business objectives, enterprise technological environment, and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors Make decisions in developing standard and companywide best practices for engineering and technology solutions requiring understanding of industry best practices and new technologies, influencing and leading technology team to meet deliverables and drive new initiatives Collaborate and consult with key technical experts, senior technology team, and external industry groups to resolve complex technical issues and achieve goals Lead projects, teams, or serve as a peer mentor Required Qualifications: 5+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Tool/skills: Ability to troubleshoot issues in an enterprise application. Python, Power Shell Scripting/Programming CI/CD tools - Jenkins, Bamboo (or similar) GIT Version Controlling Software build & application packaging Maven, Gradle Application load-balancing Hardware or software load balancing experience AVI/F5 Application Performance Management tool - Appdynamics/Dynatrace Splunk, Kibana Monitoring. Loan IQ application setup/configuration Ansible, Puppet - Infrastructure automation and configuration management tools. Intermediate knowledge in Windows and Linux Operating systems Must have: Understanding of AutoSys (or similar job scheduler) related to job configuration and execution. Understanding of Tomcat configurations Understanding of uDeploy (or similar deployment tools) Understanding of Pac200/Remedy or ServiceNow enterprise request management tools Basic knowledge of SQL and RDBMS databases. Basic Understanding of Java runtime environment. Ability to troubleshoot job failures and ensure the correct resources are contacted for resolution. Windows Operating System fundamentals. Job Expectations: Experience supporting an enterprise level application as a technologist. Support Dev/SIT and UAT environments. Hosting and managing java and .net based applications on windows server operating systems. Execution and monitoring application jobs from a job scheduler (Autosys) Application code deployment using deployment tools (IBM udeploy) Working with enterprise change management tools (Service Now) Troubleshoot and identify application issues and fixing them. Excellent written and verbal skills - communicating technical issues to stakeholders, providing solutions, and documenting them. Ability to co-ordinate with various teams across geographies to resolve technical issues. Working with SQLs and Oracle database schema management. Support Java runtime on environments and application hosting using Apache Tomcat & NodeJs Automate routine tasks and remove toil. Create new application environment based on the requirements. Incorporate enterprise DevOps & SRE practices. Innovate to improve CI/CD tools/practices. Configure and work with application load balancing software and other monitoring tools. Support Build and Application packaging process. Apply enterprise level security mandates to the environments

Posted 1 month ago

Apply

2.0 - 5.0 years

3 - 6 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

Dear Applicants, Greetings from Teamware Solutions!! Role: GLS Exp: 1-3 Years Location: Mumbai Notice Period: Immediate - 30 Days Skills: Global Loan, Corporate Loan, Loan Settlement, Loan Processing Apply Now: srividhya.g@twsol.com Role & responsibilities - Responsible for daily loan lifecycle servicing& settlement transactions along with cash reconciliation within a dynamic portfolio of lending and trading positions supported by domestic and international based resources. - Ensure that loan servicing & settlement transactions are processed accurately in Loan IQ and Cash breaks are investigated & reconciled appropriately. - Review of legal documentation related to credit facilities where applicable (Credit Agreements, Amendments & Waivers, etc.). - Work with the Business Unit (BU), Financial Controllers (FCG), Global Capital Markets (GCM), Leveraged Acquisition Finance (LAF), Lending Joint Venture (LJV), and other internal teams on issues.

Posted 1 month ago

Apply

1.0 - 3.0 years

1 - 3 Lacs

Bengaluru, Karnataka, India

On-site

Role Description Lending Operations in Bangalore is responsible in managing Lifecycle events on Syndicated Loan Deals, which provides Middle Office and Back Office support to Corporate and Investment banking divisions of the bank. The team is also involved in various aspects of recording and maintaining all Middle and Operational Roles of Loan Life Cycle includes trade support, trade documentation, trade settlements, cash reconciliation, Drawdown, Re-pricing, Payment. Team works closely with stakeholders in the Finance, Credit and technology divisions for multiple business lines such as Distressed Product Group (DPG), Commercial Real Estate (CRE) Global Credit Trading (GCT), Credit Solutions Group (CSG), and Structured Trade & Export Finance (STEF) etc. The role is demanding, complex & critical in nature and requires interaction with Front Office, Business, CRM Finance, Sales, Agent Bank and Clients. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Your key responsibilities Trading Manage Trade Support (Middle Office) function by ensuring accurate static set up of clients in Loan IQ system. Static set up involves ensuring KYC checks, deal, facility & loan set up in Loan IQ, Control Reporting etc. Manage Trade Closing (Middle Office) function which involves Trade booking in Clearpar (Markit), Loan trade documentation process, Portfolio Position Management, Complex calculations, Compile Funding memo/pricing letters, Broker & Transfer fee Management, Corporate Actions, Interaction with trading desk, agents & clients, Manage any ad hoc requests received from the trading desk and resolve Pre-Settlement discrepancies with loan servicing team if any. Manage Trade Settlement (Back Office) function which involves review of trade documentation, pricing letters & KYC, Settlement of trades in Loan IQ, Publish daily MIS reports, Cash reconciliation & investigation, resolution to Post-Settlement issues etc. Servicing Manage Loan Servicing (Middle Office) function by ensuring accurate static set up of clients in Loan IQ System. Static set up involves KYC Checks, Credit Agreement, Deals, facility &Loan set up in Loan IQ, Control Reporting etc. Manage Loan Servicing (Back Office) function which involves review of Credit Agreement, Pricing letters, Servicing Loans in Loan IQ, Publish daily MIS report, Cash reconciliation & PD Investigation, resolution for the issues & queries. Documentation Responsible for handling Syndication Loans/Limit servicing/Syndication Loan Documentation/Reconciliation. Your skills and experience Considering the demanding, complex & critical nature of the role and able to work in fast passed environment with consistent deadlines, candidates should meet the below requirements. Bachelor's degree or post-graduation degree in Finance. Minimum of 1-3 years of work experience. Excellent verbal & written communication along with dynamic & confident approach. Flexible with Shift. Strong Analytical & Logical Reasoning. Understanding of Organizational Behavior & Problem Solving. Knowledge and understanding of LMA (Loan Market Association) Market. Strong knowledge and understanding of Syndicated loan market & secondary loan trading. Ability to implement tasks and projects with minimal supervision. Team player who fosters team spirit in a global setting. Loan IQ, MS Excel would be an added advantage. Proficiency in MS Office applications with advanced knowledge of excel a strong plus. How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Posted 1 month ago

Apply

6.0 - 8.0 years

6 - 8 Lacs

Bengaluru, Karnataka, India

On-site

Your key responsibilities Trading Manage Trade Support (Middle Office) function by ensuring accurate static set up of clients in Loan IQ system. Static set up involves ensuring KYC checks, deal, facility & loan set up in Loan IQ, Control Reporting etc. Manage Trade Closing (Middle Office) function which involves Trade booking in Clearpar (Markit), Loan trade documentation process, Portfolio Position Management, Complex calculations, Compile Funding memo/pricing letters, Broker & Transfer fee Management, Corporate Actions, Interaction with trading desk, agents & clients, manage any ad hoc requests received from the trading desk and resolve Pre-Settlement discrepancies with loan servicing team if any. Manage Trade Settlement (Back Office) function which involves review of trade documentation, pricing letters & KYC, Settlement of trades in Loan IQ, Publish daily MIS reports, Cash reconciliation & investigation, resolution to Post-Settlement issues etc. Servicing: Manage Loan Servicing (Middle Office) function by ensuring accurate static set up of clients in Loan IQ System. Static set up involves KYC Checks, Credit Agreement, Deals, facility &Loan set up in Loan IQ, Control Reporting etc. Manage Loan Servicing (Back Office) function which involves review of Credit Agreement, Pricing letters, Servicing Loans in Loan IQ, Publish daily MIS report, Cash reconciliation & PD Investigation, resolution for the issues & queries. Effectively support the team, develop and implement best practices in loan operations related processes and procedures. Be a team player with the ability to be influential and establish positive working relationships across the organization. Expertise in loan products, workflow management, Loan IQ, MS Excel would be an added advantage. Manage the daily operations of the department in an efficient and effective manner Establish and maintain an efficient and productive working environment within the department based on continuous and effective staff communication. Achieve established departmental goals within defined timelines Maintains the highest level of confidentiality with all information obtained. Meets expectations for attendance and punctuality. Backup for loan operations staff as needed Manage the daily operations of the department in an efficient and effective manner Establish and maintain an efficient and productive working environment within the department based on continuous and effective staff communication. Participates in the review and recommendations of operational systems and procedures Communicate with management team to coordinate system and control activities related to loan Servicing and monitoring. Documentation: Responsible for handling Syndication Loans/Limit servicing/Syndication Loan Documentation/Reconciliation.

Posted 1 month ago

Apply

4.0 - 9.0 years

7 - 17 Lacs

Hyderabad

Work from Office

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.

Posted 1 month ago

Apply
Page 1 of 2
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies