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6.0 - 11.0 years
7 - 10 Lacs
hyderabad
Work from Office
Job Description for Team Leader Job Title: Team Leader Reporting to: Team Manager/Delivery Manager, Operations Objectives The Team Leaders objective is to actively lead and motivate a team in accordance with laid down procedures to achieve and maintain requisite standards of quality and productivity. He / she will report to the Team Manager/Delivery Manager, Operations, who will be the first point of contact for any issues, questions, or concerns. Key Result Areas (KRAs) Leadership: The Team Leader is expected to actively lead and motivate the team for whom he / she is the primary point of contact. The Team Leader is expected to be close to the team and be aware of issues, including potential issues, within the team and appropriately resolve / escalate the same. The Team Leader should be aware of the strengths and weaknesses of his / her team members and provide them with appropriate guidance and direction. The Team Leader is expected to actively promote the company ethos, and create and maintain an environment which encourages retention. The Team Leader is expected to identify and implement feasible solutions to issues which could lead to attrition. Operations: Experience of working in US Mortgage Escrow experience Understand escrow lines or products Knowledge of core logic, lareta, proctor or assurant activities Understood Tax amount reporting, pre-boarding loans, comprehension of HUD and Initial escrow statement, working in Escrow set-up, Analysis and Cancellations. Knowledge of mobile homes (good to have) Mortgage Insurance cancellations, Hazard Insurance Must have knowledge on loss drafts, flood zones, hazard claim filing etc The Team Leader is expected to ensure that all team members meet or exceed the productivity and quality targets and recommend corrective action necessary for underperformers. The Team Leader is expected to ensure smooth operations on a daily basis, by ensuring all service level agreements are met in terms of quality, productivity, and turnaround time by active interaction with the business area. The Team Leader is expected to take ownership of identification and resolution of daily operational, admin and technical issues. The Team Leader should ensure timely and accurate submission of all reports sought by the management or by the business area and ensure high levels of internal and external customer service. The Team Leader is expected to periodically review and suggest possible revision of the quality and productivity targets based on the teams performance, in order to improve overall process efficiency and deliver excellent customer service. The Team Leader is expected to Initiate Training and Updates to the team members The Team Leader is expected to keep the Manager appraised of member’s needs, staffing issues, technical and performance issues The Team Leader is expected to interact with the BA in order to be transparent on the business front Teamwork: The Team Leader is expected to create and maintain an environment that fosters teamwork, in which each member is an eager contributor. The Team Leader is expected each team member is a functional unit of a very cohesive team and share a close bond with their peers. The Team Leader is expected to actively participate and encourage participation in team events. Continuous Improvement: The Team Leader is expected to constantly improve upon current performances and raise the bar of expectations and standards. The Team Leader is also expected to contribute ideas / suggestions which improve the process efficiency or enhance the way we work. The Team Leader should constantly strive to invite suggestions from the team and implement them if found feasible. Appraisals: The Team Leader is expected to conduct and document appraisal reviews of the team members on at least a monthly basis. The Team Leader should give feedback to individual team members in a manner not offensive to the team member, focusing on the performance rather than the personality of the individual, in an unbiased and unprejudiced way. The Team Leader should be objective and specific while delivering feedback and avoid being general. The Team Leader is expected to be open and receptive to feedback. Qualification: Graduate 6+ years of experience in U.S Mortgage Servicing\Default Servicing\Escrow Good understanding of U.S. Mortgage Banking\Loan Servicing cycle Minimum of 2 years in the team handling role Skill Sets Good interpersonal skills Prioritizing and Time Management Planning and Organizing Skills Good Knowledge of MS-office Flexibility to work in different shifts Acceptability by the team Good written and verbal communication US Mortgage Industry knowledge Interested candiates please share your resume to priyadarshini.narayanan@cognizant.com
Posted -1 days ago
1.0 - 2.0 years
1 - 4 Lacs
bengaluru
Work from Office
Company Profile Firstsource Solutions Limited, an RP-Sanjiv Goenka Group company (NSE: FSL, BSE: 532809, Reuters: FISO.BO, Bloomberg: FSOL:IN), is a specialized global business process services partner, providing transformational solutions and services spanning the customer lifecycle across Healthcare, Banking and Financial Services, Communications, Media and Technology, Retail, and other diverse industries. With an established presence in the US, the UK, India, Mexico, Australia, South Africa, and the Philippines, we make it happen for our clients, solving their biggest challenges with hyper-focused, domain-centered teams and cutting-edge tech, data, and analytics. Our real-world practitioners work collaboratively to deliver future-focused outcomes. Job location :Bangalore Position : Quality Analyst- Mortgage Division : BPO Experience : 1-2 years in Document reviewing in US Mortgage Process Job responsibilities: Experience in US Mortgage Process Relevant Loss mitigation knowledge Experience in Loss mitigation document review Experience reviewing income Documents and also Some experience in calculating incomes Experience reviewing financial statement, Expenses sheet, credit reports. Comfortable working in night shift and WFO. Disclaimer: Firstsource follows a fair, transparent, and merit-based hiring process. We never ask for money at any stage. Beware of fraudulent offers and always verify through our official channels or @firstsource.com email addresses.
Posted Just now
0.0 - 4.0 years
1 - 6 Lacs
nagercoil
Work from Office
Customer Sales Executive-Loan Process (WFO) Walk In Interview Key Responsibilities: Handle outbound customer calls regarding loan inquiries. Basic knowledge of loans and financial products. Email:outreach@oxicktech.com Contact:+918754704282
Posted 1 hour ago
3.0 - 5.0 years
3 - 7 Lacs
gurugram
Work from Office
OFSS BPS LoB is looking for candidates with a minimum of 6 months and up to 3 years of work experience to work on back-office processes for the Correspondent Mortgage Divisions of our US Residential Mortgage client. Candidates with US Residential Mortgage / Financial Services experience will be preferred. Candidates with Financial Services experience working in Domestic BPO can also apply. We are looking for candidates that meet the following job requirements: Good Typing skills with high Accuracy levels (30-35 words per minute, Accuracy of 90-95%) Good Analytical Skills/Prob Minimum 6 months of work experience on a Mortgage/Financial Services project Willing to work in night/rotational shifts. Willing to work on Indian & US holidays. No Leave requirement over next 3 months Not pursuing any Course / Degree / Diploma that may keep the candidate away from work or cause shift issues Responsibilities The Job responsibilities are as follow: Data Entry of around 100-150 fields on client Loan Origination Platform/system. Associate will have to pull up loan documents from clients imaging system to find required information to be entered Indexing of Loan Documents of the borrower per Standard Operating Procedures Review all loan documents & match/complete the information on client funding system Figure out discrepancies in the information entered on the system against the loan documents Add suspense condition in case any documents are missing or incomplete Run Compliance Ease test on the loan to assess risks & the auditor regulatory exposure. Compliance Ease determines if the loan meets the requirement of Fannie Mae, Freddie Mac, FHA, VA, FHLB, secondary market investors & regulators etc. Add suspense condition incase loan doesnt pass the test Maintain Daily Production sheet Qualifications Career Level - IC1
Posted 1 hour ago
0.0 - 1.0 years
2 - 3 Lacs
pune
Work from Office
Responsibilities: Call customers to check if they need home,or commercial loans. Help customers complete applications & collect necessary documents. Follow up with customers until loan disbursement is complete. Reach out at: info@finsure.net.in
Posted 2 hours ago
0.0 - 1.0 years
3 - 10 Lacs
indore, madhya pradesh, india
On-site
Roles and Responsibilities: Process loan applications, conduct credit analysis, and make lending decisions to meet business targets. Verify borrower's financial statements, income documents, and other relevant data for loan evaluation. Ensure compliance with regulatory requirements and internal policies during loan processing. Maintain accurate records of all loan transactions in the system. Collaborate with cross-functional teams to resolve customer queries and issues.
Posted 7 hours ago
0.0 - 4.0 years
0 Lacs
kochi, kerala
On-site
As a Gold Loan Officer, you will be responsible for sourcing, assessing, processing, and managing gold loan applications in accordance with company policies and RBI guidelines. Your role will involve handling customer queries, verifying the purity and weight of gold, ensuring accurate documentation, and achieving sales targets. Key Responsibilities: - Greet and assist walk-in customers seeking gold loan services. - Collect and verify KYC documents as per RBI guidelines. - Accurately assess the purity and weight of gold using standard techniques. - Determine eligible loan amount based on gold valuation and company policy. - Ensure proper tagging, storage, and security of pledged gold. - Complete all necessary documentation for loan disbursement. - Enter customer and loan details into the software system. - Generate loan agreements and disburse funds via approved channels. - Send reminders or initiate recovery action for overdue accounts. - Follow all internal audit, compliance, and operational guidelines. - Maintain accurate records and daily reports of transactions. - Coordinate with branch and area managers for approvals and escalations. Required Qualifications: - Minimum: 10+2 / Higher Secondary Education - Preferred: Graduate in Commerce, Finance, or Business Administration - Basic computer literacy and familiarity with financial software - Experience in banking or NBFCs is preferred In addition to the above responsibilities and qualifications, the company offers health insurance and Provident Fund benefits. This is a full-time, permanent position with the work location being in person.,
Posted 1 day ago
5.0 - 9.0 years
0 Lacs
salem, tamil nadu
On-site
Role Overview: As a Sales Manager (Direct) at ABHFL, your main responsibility is to execute sales operations through the Direct channel, in alignment with branch objectives. You will lead and support the Sales Officer team in achieving targets and managing client relationships. Your role involves coordinating with Risk, Operations, and Sales Governance teams to ensure compliant and efficient sales operations, as well as driving cross-selling across ABHFL and ABFSG products/solutions. Key Responsibilities: - Plan and manage sales operations to achieve targets, considering competitive forces and local trends - Scan the local market for opportunities and challenges, and guide team members accordingly - Track target achievement and intervene with sales efforts to ensure success - Communicate sales targets and provide clarity on business goals, role expectations, and product characteristics to enhance sales effectiveness - Deploy schemes to drive sales and profitability, focusing on sales expansion and cost optimization - Provide data for periodic MIS reports on disbursements, profitability, NPAs, and market expansion Qualification Required: - Critical skill sets required include commercial acumen, team management, communication, product-market awareness, and execution skills - Graduation with a minimum of 5-7 years of total sales experience in the Banking/NBFC space, with recent 2-3 years in HFC sales Additional Company Details: ABHFL operates in the Rs. 11.4 trillion Indian Housing Finance market, with a focus on providing housing finance solutions to various customer segments. The business is characterized by high transaction volume and customer relationships, with a strong emphasis on people, process, and organizational efficiencies. ABHFL aims to maintain portfolio health and profitability while ensuring compliance and customer satisfaction. The Sales Manager plays a crucial role in achieving sales targets, driving customer acquisition, and managing operational effectiveness within the organization.,
Posted 1 day ago
1.0 - 6.0 years
1 - 2 Lacs
hyderabad, kanpur, pune
Work from Office
Promote Home Loan (HL) & Loan Against Property (LAP) products Build strong customer relationships & manage leads Guide clients through end-to-end loan process Achieve sales targets consistently Required Candidate profile 1–3 yrs experience in HL / LAP sales Strong communication & convincing skills Positive, customer-first attitude Immediate joiners preferred For more information Call OR WhatsApp: 7874737775 HR Arun
Posted 1 day ago
0.0 years
3 - 6 Lacs
bengaluru, karnataka, india
On-site
Job Summary: Responsible for recovering overdue loans by contacting clients, negotiating repayment plans, and ensuring timely collections. Any candidate who wants to apply can contact on the given contact number.08375858125 Key Duties: Follow up with defaulters via calls and visits Negotiate and monitor repayment schedules Keep records of recovery activities Work with legal team if needed Meet recovery targets Requirements: Good communication skills Basic knowledge of finance/loans Previous experience in collections is a plus Any candidate who wants to apply can contact on the given contact number.08375858125
Posted 2 days ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
Role Overview: You will be responsible for providing documentation and credit related services to Business and Credit Control Unit to process disbursement of loan applications as well as support in post-disbursement activities. Key Responsibilities: - Prepare Offer letters, Facility documents, and security documents (non-mortgage) - Conduct preliminary checking of filled documents (Facility and security documents) - Initiate and follow up with Legal and Valuation agencies for timely submission of reports - Perform miscellaneous activities related to disbursement depending on the product - Liaise with RMs and customers for various post-disbursement documents/exception tracking - Process and input data for vendor bills Qualification Required: - Preferable experience in a similar role of back-office credit operations/documentation with another bank/NBFC - Graduate in the Commerce stream, preferred post-graduate - Basic knowledge of MS Office and various systems used by Credit Services can be an added advantage Additional Details: You will need to have thorough job knowledge of documentation and various corporate bank products. Organizational skills and the ability to meet conflicting deadlines are essential. Being proactive in understanding system implementations and changes is important. Effective verbal and written communication skills are necessary to liaise with various stakeholders including RMs, CCU, Legal Compliance, and Finance teams. Company Information: DBS Corporate and Investment Banking provides a full range of commercial banking products and services to corporate customers, fostering long-standing relationships based on account management, service differentiation, product development, and rigorous credit standards. Apply Now: If you are looking for a dynamic environment that supports your development and recognizes your achievements, we offer a competitive salary and benefits package.,
Posted 2 days ago
5.0 - 9.0 years
0 Lacs
bhubaneswar
On-site
As a Senior Key Relationship Officer, you will play a crucial role in managing and expanding a portfolio of high-value home loan clients. Your deep understanding of the home loan market, along with your strong relationship management skills, will be essential in driving sales and ensuring customer satisfaction. Your main responsibilities will include: - Developing and maintaining strong relationships with key clients, by understanding their financial needs and offering customized home loan solutions. - Proactively identifying and pursuing new business opportunities within the existing client base and through referrals. - Managing the entire home loan process, from application to closing, to provide clients with a smooth and efficient experience. - Staying informed about market trends, competitor activities, and regulatory changes in the home loan industry. - Meeting or exceeding sales targets and performance metrics. - Collaborating with internal teams, such as underwriting and loan processing, to secure timely and accurate loan approvals. - Providing exceptional customer service by promptly addressing client inquiries and resolving issues. - Conducting financial analysis and evaluating the creditworthiness of clients. - Preparing and presenting loan proposals to clients. - Ensuring compliance with all relevant lending regulations and company policies. No additional details about the company were mentioned in the job description.,
Posted 2 days ago
0.0 - 1.0 years
2 - 3 Lacs
pune
Work from Office
• Identify and pursue new sales leads, prospects, and business opportunities. • Build and maintain strong relationships with existing and potential clients. • Conduct product presentations, negotiations, and close sales effectively.
Posted 2 days ago
5.0 - 10.0 years
4 - 9 Lacs
chennai
Work from Office
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way youd like, where youll be supported and inspired bya collaborative community of colleagues around the world, and where youll be able to reimagine whats possible. Join us and help the worlds leading organizationsunlock the value of technology and build a more sustainable, more inclusive world. Your Role: - Team Handling Experience 10-12. To action/authorise/supervise the daily loan processing requirements across the EMEA region; To act as referral point for Administrators and provide guidance and training where necessary; Team Leader(s) and Section Head in decision making and strategic planning to ensure the Teams perform to fullest ability and requirements, defined by processes and procedures. To ensure Syndicated, Agency &/or Bilateral loan transactions are processed correctly and in a timely manner, under 4-eye control, in accordance with Head Office rules, regulatory obligations and local procedures. This also include fee processing, nostro reconciliations and associated loans reporting; To provide support to the VP Team Leader(s) and Section Head to deliver key services to our front office clients and outsourced locations in EMEA division; Daily liaison with colleagues in the Marketing areas and Treasury, Finance & Control, etc. to manage the processing of Loan transactions; Frequent liaison with colleagues in OAD Execution Control to ensure timely setup and settlement of loan obligations; Daily liaison with external stakeholders namely financial institutions, bilateral customers and own inter-group companies. Your Profile :- Solid understanding of Loans Administration roles and responsibilities, including relevant current market knowledge; Conscientious nature to ensure that all work transacted is to the highest quality with zero errors or omissions, whilst still meeting all required deadlines; Confident in oral and written communication with both internal and external stakeholders; Solid understanding of LoanIQ and funding implications & SWIFT payments and the wider implications of payment formatting; Understanding underlying legal loan documentation with a view to navigating easily in times of referral; Basic understanding of loan funding mechanisms via Treasury and implications of lack of communication; Able to adapt to continually changing daily requirements of the daily processing; Able to prioritise day to day responsibilities versus providing support for tactical process improvements; Being determined to continually challenge the status quo of existing processing methods whilst recognising the need to ensure control is maintained and customer experienced enhanced; Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Posted 2 days ago
0.0 - 2.0 years
2 - 2 Lacs
chennai
Work from Office
Responsibilities: Manage finances, oversee loan processing, provide customer service. Prepare financial reports, manage budgets, analyze trends. Collaborate with sales team on auto loans, utilize company software. Health insurance Accidental insurance Sales incentives Gratuity Provident fund
Posted 3 days ago
0.0 - 5.0 years
0 - 2 Lacs
gurugram
Work from Office
Were Hiring – Sales Executives (Loan Sales) Walk-In Drive – 11th Sept 2025 One-Day Bulk Hiring | Easy Selection | Refer Your Friends Immediate Joiners Welcome (Minimum 6 months’ experience in Loan Sales or Credit Card Lending required) Interview Timings: 10:30 AM – 4:00 PM Role: Sales Executive Salary: Up to 20,000 + Attractive Incentives (Final offer based on interview performance) Walk-In Venue: MyOffizz, Plot No. 270, Phase 2, Udyog Vihar, Sector 20, Gurugram Contact HR – Jasmeet: 9315826632
Posted 3 days ago
2.0 - 6.0 years
0 Lacs
pathanamthitta, kerala
On-site
Role Overview: You will be a Branch Executive located in the Pathanamthitta district, responsible for managing daily branch operations, customer service, handling accounts, loan processing, and ensuring compliance with regulatory requirements. Your role will involve developing client relationships, resolving customer issues, and contributing to branch performance targets. Key Responsibilities: - Manage daily branch operations - Provide excellent customer service - Handle accounts and loan processing - Ensure compliance with banking regulations - Develop relationships with clients - Resolve customer issues - Contribute to branch performance targets Qualifications Required: - Strong management and organizational skills - Proficiency in customer service and client management - Experience in handling accounts and loan processing - Knowledge of banking regulations and compliance - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Prior experience in banking or financial institutions is a plus - Bachelor's degree in Business, Finance, or a related field,
Posted 3 days ago
0.0 - 3.0 years
0 Lacs
west bengal
On-site
As a Sales Officer in this field role, your main responsibilities will include: - Starting Business in a New Village - Identify and survey potential villages - Assist Branch Manager in feasibility & survey completion - Business Sourcing - Identify and meet potential female customers - Explain loan product details - Process application and verify KYC/residence - Disbursement Support - Assist in loan disbursement - Ensure accurate loan documentation - EMI Collection - Collect EMIs from customer groups - Deposit same day to bank & update via LTFS App It is mandatory for you to have a Two-Wheeler and Driving License. Freshers and experienced candidates are welcome to apply. The ideal candidate should be a male between 18-32 years old, with at least a Higher Secondary pass education. If you are comfortable with field sales and collection roles, and willing to relocate to Basirhat, West Bengal, this full-time, permanent position could be a great fit for you. Interested candidates can share their resumes to ta@linquest.co. Please note that the ability to commute or relocate to Basirhat, West Bengal is required for this role. Additionally, having a field sales experience of at least 1 year is preferred. The willingness to travel 100% is also preferred for this position. If you meet the qualifications and are excited about the opportunity to work in person in Basirhat, West Bengal, we encourage you to apply and be a part of our team.,
Posted 3 days ago
7.0 - 12.0 years
8 - 15 Lacs
mysuru, jaipur
Work from Office
US Mortgage Manager 8+ Years Mortgage Origination (Post Closing review, PQA) & Correspondent exp(End to End value chain) in US Home, Loan products, regulations,TRID guidelines, people management 21 LPA Mysore & Jaipur Karishma.imaginators@gmail.com
Posted 4 days ago
1.0 - 6.0 years
0 Lacs
mumbai
Work from Office
Responsibilities: * Conduct credit analysis, underwriting & pricing * Verify documents, collect information * Collaborate with sales team on loan proposals * Analyze financial statements & market trends
Posted 4 days ago
0.0 - 4.0 years
1 - 4 Lacs
delhi, india
On-site
We are looking for enthusiastic and result-driven Loan Officers to promote and process a variety of retail loan products. The candidate will be responsible for sourcing and processing Home Loans , Personal Loans , and Business Loans , while ensuring excellent customer experience. This is a field-based sales role that requires a strong understanding of financial products and customer relationship management. Key Responsibilities: Customer Acquisition & Lead Generation Identify and approach potential customers for Home Loans, Personal Loans, and Business Loans through field visits, references, and lead generation activities. Explain loan products, features, eligibility criteria, and documentation requirements to prospective clients. Loan Processing & Documentation Assist customers in completing loan applications and collecting all necessary documentation. Coordinate with internal credit and operations teams for quick processing and disbursement. Sales Target Achievement Achieve monthly and quarterly sales targets for all loan products. Actively cross-sell other financial products such as insurance and credit cards where applicable. Customer Relationship Management Provide after-sales service to ensure customer satisfaction and retention. Maintain long-term client relationships for repeat business and referrals. Key Skills & Competencies: Strong communication and interpersonal skills Target-driven mindset with persuasive selling skills Customer-first approach Knowledge of Home Loans and other retail lending products Basic computer skills (MS Office, email, CRM tools)
Posted 4 days ago
0.0 - 4.0 years
1 - 4 Lacs
dehradun, uttarakhand (uttaranchal), india
On-site
We are looking for enthusiastic and result-driven Loan Officers to promote and process a variety of retail loan products. The candidate will be responsible for sourcing and processing Home Loans , Personal Loans , and Business Loans , while ensuring excellent customer experience. This is a field-based sales role that requires a strong understanding of financial products and customer relationship management. Key Responsibilities: Customer Acquisition & Lead Generation Identify and approach potential customers for Home Loans, Personal Loans, and Business Loans through field visits, references, and lead generation activities. Explain loan products, features, eligibility criteria, and documentation requirements to prospective clients. Loan Processing & Documentation Assist customers in completing loan applications and collecting all necessary documentation. Coordinate with internal credit and operations teams for quick processing and disbursement. Sales Target Achievement Achieve monthly and quarterly sales targets for all loan products. Actively cross-sell other financial products such as insurance and credit cards where applicable. Customer Relationship Management Provide after-sales service to ensure customer satisfaction and retention. Maintain long-term client relationships for repeat business and referrals. Key Skills & Competencies: Strong communication and interpersonal skills Target-driven mindset with persuasive selling skills Customer-first approach Knowledge of Home Loans and other retail lending products Basic computer skills (MS Office, email, CRM tools)
Posted 4 days ago
0.0 - 4.0 years
1 - 4 Lacs
chandigarh, india
On-site
We are looking for enthusiastic and result-driven Loan Officers to promote and process a variety of retail loan products. The candidate will be responsible for sourcing and processing Home Loans , Personal Loans , and Business Loans , while ensuring excellent customer experience. This is a field-based sales role that requires a strong understanding of financial products and customer relationship management. Key Responsibilities: Customer Acquisition & Lead Generation Identify and approach potential customers for Home Loans, Personal Loans, and Business Loans through field visits, references, and lead generation activities. Explain loan products, features, eligibility criteria, and documentation requirements to prospective clients. Loan Processing & Documentation Assist customers in completing loan applications and collecting all necessary documentation. Coordinate with internal credit and operations teams for quick processing and disbursement. Sales Target Achievement Achieve monthly and quarterly sales targets for all loan products. Actively cross-sell other financial products such as insurance and credit cards where applicable. Customer Relationship Management Provide after-sales service to ensure customer satisfaction and retention. Maintain long-term client relationships for repeat business and referrals. Key Skills & Competencies: Strong communication and interpersonal skills Target-driven mindset with persuasive selling skills Customer-first approach Knowledge of Home Loans and other retail lending products Basic computer skills (MS Office, email, CRM tools)
Posted 4 days ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
As a Business Sales Manager (BSM) at GICHFL Financial Services Ltd., located in Delhi, India, your role will involve managing day-to-day banking and financial operations. You will be responsible for building and maintaining client relationships, overseeing loan processing and approvals, ensuring compliance with financial regulations, and contributing to strategic planning and business development activities. Leading a team, reporting performance metrics, and ensuring efficient service delivery will also be part of your responsibilities. Key Responsibilities: - Manage day-to-day banking and financial operations - Build and maintain client relationships - Oversee loan processing and approvals - Ensure compliance with financial regulations - Contribute to strategic planning and business development activities - Lead a team and report performance metrics - Ensure efficient service delivery Qualifications: - Client Relationship Management and Business Development skills - Experience in Loan Processing, Approvals, and Financial Operations - Knowledge of Compliance and Financial Regulations - Team Leadership and Performance Reporting skills - Strong strategic planning and analytical skills - Excellent written and verbal communication skills - Ability to work independently and ensure efficient service delivery - Experience in the financial services industry is a plus - Bachelor's degree in Finance, Business Administration, or related field,
Posted 4 days ago
1.0 - 5.0 years
0 Lacs
karnataka
On-site
As a Documentation Specialist at Trimont, your role will involve ensuring compliance with regulatory requirements and company policies during the documentation process. You will be responsible for uploading loan and property-related documents into internal servicing platforms with accuracy and consistency. Additionally, you will index documents using standardized naming conventions and metadata for easy retrieval and compliance. It will be your duty to verify document completeness and quality before uploading, flagging missing or incorrect files. You will also be maintaining organized digital filing systems in accordance with company policies and regulatory requirements. Furthermore, you are expected to participate in training sessions to understand commercial mortgage structures, document types, and workflow tools. Supporting periodic audits and reviews by ensuring documentation is properly stored and accessible will also be part of your responsibilities. Upholding the organization's core values and professional standards in all tasks and communications will be crucial. Your contribution to continuous improvement efforts in document management processes and system efficiency is highly valued. Qualifications Required: - Bachelor's degree in finance, Business Administration, or a related field - 1+ years of experience in loan processing, loan servicing, or financial operations - Strong verbal and written communication skills - Strong attention to detail - Demonstrated capacity to achieve results in a fast-paced, high-volume, and dynamic setting - Strong work ethics and a sense of urgency - Skilled in managing sensitive information while upholding privacy - Ability to work both independently and within a team environment - Good problem-solving skills and an eye for detail - Working knowledge of MS Excel, MS Word, MS Access - Flexibility to work on different processes/assignments - Ability to set priorities, plan, and organize work - Demonstrates/maintains professional conduct under all circumstances - Ability to communicate well with US counterparts, as required Preferred Skills: - Familiarity with loan documentation standards - Experience in the commercial mortgage servicing industry - Knowledge of document indexing and document repository systems - Ability to identify loan documents - Basic proficiency in Microsoft Office (Excel, Word, Outlook) Trimont is an innovative firm that values ongoing learning, growth, and thriving in a culture driven by values. They provide a unique opportunity for professionals to broaden their skillset and develop abilities by tackling challenging and exciting endeavors in the commercial real estate industry. Trimont is an equal opportunity employer that celebrates diversity in the workplace and maintains a drug-free policy to ensure a secure and productive environment for all team members.,
Posted 4 days ago
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