8 Rollovers Jobs

The Loan Servicing Supervisor - Team Leader plays a pivotal role within the Loans group, making it an essential part of the team and a key position designed to deliver on specific tasks and requirements. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of financial services. Joining this dynamic and collaborative environment will allow you to play a crucial role in the team's success. Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes such as Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the subject matter expert, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Hold a Bachelor's degree with a minimum of 5 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills, and capabilities include maintaining a strong control mindset and adhering to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization.,

The Loan Servicing Supervisor - Team Leader is a pivotal role within our Loans group, designed to deliver on specific tasks and requirements, making it an essential part of the team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. You will be responsible for monitoring the team daily to ensure all SLAs are met and escalating exceptions immediately for resolution. Supervising processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation will be part of your key responsibilities. Ensuring adherence to QUALITY & QUANTITY SLAs and maintaining a robust workflow allocation model are critical for success in this role. You will serve as the Subject Matter Expert, handling complex process-related queries and routing them to onshore teams if needed. Implementing a robust Knowledge Management model, including SOP maintenance and training, will be vital. It will be your duty to drive 100% compliance with process-related policies, guidelines, and controls. Motivating and supporting team members to meet goals, identifying High Potential Employees (HIPOs), and planning for their development are essential aspects of the role. Identifying alternatives and options for issues, seeking alternative scenarios, and working collaboratively with others to value diverse skills and build interdependence will be part of your daily routine. You will also need to identify training needs to improve performance and ensure compliance with training timelines, as well as ensuring high team depth with trained backups for critical work queues. To qualify for this role, you must hold a Bachelor's degree with a minimum of 6 years of relevant loan servicing experience, preferably in syndicated loans or back office/financial industry roles. Having knowledge of loan systems like Loan IQ and understanding of nostro/cash matching, General Ledger reconciliation, SWIFT, and remittance systems is crucial. Strong problem-solving and investigative skills to analyze and resolve process-related issues, maintaining a strong risk and control mindset, and understanding investment banking products, including loans, are essential for success. Driving small to medium-sized projects and achieving strong results are also part of the job requirements. Preferred qualifications include maintaining a strong control mindset and adhering to a high degree of business ethics, with in-depth experience in loan products and global markets. Excellent communication skills and the ability to pick up complex systems architecture easily are highly valued. Driving global initiatives and effecting change in a large organization are additional preferred capabilities for this role.,

The Credit Control - Team Leader plays a pivotal role within our Loans group by delivering on specific tasks and requirements, making it an essential part of the team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Responsibilities include monitoring the team daily to ensure all SLAs are met, supervising processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation, ensuring adherence to QUALITY & QUANTITY SLAs, serving as the SME for complex process-related queries, implementing a robust Knowledge Management model, driving compliance with process-related policies, motivating and supporting team members, identifying training needs, and ensuring high team depth with trained backups for critical work queues. The ideal candidate should hold a Bachelor's degree with a minimum of 6 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Additionally, they should have knowledge of loan systems like Loan IQ, possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems, demonstrate strong problem-solving and investigative skills, maintain a strong risk and control mindset, understand investment banking products including loans, and be able to drive small to medium-sized projects successfully. Preferred qualifications for this role include a strong control mindset, adherence to a high degree of business ethics, in-depth experience in loan products and global markets, excellent communication skills, the ability to pick up complex systems architecture easily, and the capacity to drive global initiatives and effect change in a large organization.,

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.,

Daily, Weekly Monthly loan portfolio reconciliation with notional, interest accruals and funded unfundedbalances between Custodian, Agents and Admin. Research on breaks, pending cash, position and trade discrepancy. Daily follow up with external sources including clients, custodians and agents for faster resolution on breaks. Preparation of wire movement for settlements and other cash activities. Preparation of assignment and participation documents. Work on Rollovers, Resets, Re-pricing of loans on monthly / quarterly basis. Interacting with Prime Brokers via phone and e-mail for resolution of fund queries. Working on UAT environment for testing of new functionality. Assisting team members in break resolution. Assisting manager and team in meeting SLA. Training new joiners.

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.,

401k (Insurance) Retirement Operations Execute complex transaction processing including but not limited to: Withdrawals, Terminations, Forfeitures, Plan-to-Plan Transfers Contributions, Vesting, Funding, Dividends, Exchanges External Audits, Fees Required Candidate profile Investigate and resolve issues related to discrepancies in processing or participant account data. Maintain accurate records and audit trails Collaborate with cross-functional teams Perks and benefits Perks and Benefits

Loan Operations (ACBS) Night Shift - Sr. Associate/Delivery Lead/Delivery Manager Notice Period - 0 to 60 days Work from Office Comfortable working in US Shift - 5:30 PM to 2:30 AM IST Role & responsibilities • Perform servicing activities in ACBS Rollovers, Advances, Paydowns, Past Dues, fees, deal setup, reconciliation and others New Loan Onboarding, renewals and rebooking when needed Setup and update the repayment schedules in ACBS Review Credit agreement and other loan related documents Setup Pricing Index & Rules, Guarantor, Facility, type of facility, CRA info, Repayment, maturity etc Assist Agency teams with any primary and secondary closings Maintain spreadsheets with Loan Trade information from initiation to Settlement Book the trade and process fees in ACBS • Process invoices for Broker and Clearpar Reconcile cash payments: open cash items vs expected payments Review and correct as necessary Settlement Standard Instructions Track Past Due payments, clean up unpaid and prepare reports per requirement Ensure compliance with the Banks data governance policies,standards and operational procedures Prepare reports for upper management regarding status of project. Meet strict deadlines and ability to work under pressure Preferred candidate profile • Min 5-12 years experience in Lending Services • Understanding of Commercial Lending lifecycle with excellent understanding of Loan Agreements and other loan documents • Excellent knowledge of ACBS is must • Commerce Graduate / MBA (Finance) • Good understanding of Project Management principles • Excellent written and spoken communication skills