Job Title:
Project Lead Loan Processing & Broker Support
Preferred Education:
A bachelor s degree in finance, Banking, Business Administration, or a related field is preferred. Postgraduate qualifications will be an added advantage..
Preferred Experience & Knowledge:
Candidates with 7 10 years of experience in the banking or financial services industry, with at least 2 3 years in a supervisory or team lead capacity, will be preferred. Experience in loan processing, credit operations, settlement management, and broker support is essential. Strong exposure to stakeholder management, process improvement, and compliance oversight is highly valued.
About Pierian:
We are a global professional services firm focused on helping businesses enhance their operations and achieve accelerated growth through process transformation, digital innovation, and value-driven solutions. Established in 2002, we have emerged as a key player in the Finance & Accounting sector, with a team of over 2,500 experts. Our operations extend across 9 delivery centers in Asia and 5 offices worldwide.
About the Project:
Pierian Solutions, an Australia-based financial services firm, offers a comprehensive range of loan solutions including Home Loans, Commercial Loans, Auto Finance, and Refinancing. Known for professionalism, expertise, and clear communication, the team focuses on achieving the best outcomes while building lasting client relationships and providing continuous support.
We are establishing a capability center of over 50 professionals within the next 12 months, dedicated to managing loan processing and administration activities such as lead follow-ups, appointment scheduling, credit diary notes preparation, valuation tracking, and settlement management. This center will serve as a comprehensive back-office support hub for brokers, ensuring efficiency and seamless service delivery.
About the Role:
The Project Lead Loan Processing & Broker Support will be responsible for managing and guiding a team of Analysts to deliver efficient, compliant, and high-quality loan processing services. The role involves overseeing end-to-end loan administration, resolving escalations, and ensuring smooth coordination between brokers, lenders, solicitors, and other stakeholders. In addition, the Project Lead will be expected to identify and implement process improvements, track performance against SLAs, and play a key role in capability building for the function.
Work Location:
Bengaluru
Work Mode:
Hybrid Shift Timing as per project requirement. Working on Indian Holidays will be as per requirement.
Key Responsibilities & Preferred Skills:
- Lead and supervise a team of Analysts, providing guidance, mentoring, and performance feedback.
- Oversee the loan lifecycle including documentation, serviceability assessment, settlements, and post-settlement support.
- Act as an escalation point for complex loan scenarios, exceptions, and compliance queries.
- Coordinate with brokers, lenders, and stakeholders to ensure timely resolution of cases and smooth loan processing.
- Monitor workload distribution, track productivity, and ensure adherence to SLAs and compliance standards.
- Review financial documents, credit files, and loan serviceability assessments to support decision-making.
- Drive process improvements and contribute to capability building initiatives within the team.
- Strong organizational and problem-solving skills with the ability to manage competing priorities.
- Excellent communication and stakeholder management skills (verbal, written, and presentation).
- Proficiency in Microsoft Office Suite, CRM systems, and loan processing/underwriting platforms (e.g., Mercury, Apply Online).
- Ability to lead in a high-pressure environment, ensuring quality outcomes and timely delivery.
- Commitment to continuous learning, compliance awareness, and industry best practices.
