24 Rollovers Jobs

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Money Out Process Experience Level: 2-8 Years Shift : Rotational including night shifts Location: Work from Office Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Money-Out. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Should h...

Loan Servicing Specialist - Team Member, a pivotal role within our Loans group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Specialist - Team Member within Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve worki...

Loan Servicing Specialist - Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Specialist - Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will ...

Credit Support Specialist III - Senior Team Member, a pivotal role within our Loans group. This position is integral to our team, offering the opportunity to engage with various facets of banking operations. As a key contributor, you will be expected to excel in executing specific tasks and requirements, driving success and efficiency in our banking office Job Summary As a Credit Support Specialist III - Senior Team Member in our Loans group, you will be responsible for executing assigned tasks while ensuring compliance with all Service Level Agreements (SLAs). Your role will encompass a variety of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Ra...

Credit Support Specialist III - Senior Team Member, a pivotal role within our Loans group. This position is integral to our team, offering the opportunity to engage with various facets of banking operations. As a key contributor, you will be expected to excel in executing specific tasks and requirements, driving success and efficiency in our banking office Job Summary As a Credit Support Specialist III - Senior Team Member in our Loans group, you will be responsible for executing assigned tasks while ensuring compliance with all Service Level Agreements (SLAs). Your role will encompass a variety of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Ra...

Loan Servicing Specialist - Team Member, a pivotal role within our Loans group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Specialist - Team Member within Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve worki...

Loan Servicing Specialist - Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Specialist - Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will ...

Apply Here: https://forms.gle/LZHxBMZUSx3UYGPT7 (Copy/paste in browser) Job Domain: 401K Retirement Money Out Process Experience Level: 2-8 Years Shift : Rotational including night shifts Location: Work from Office Job Summary: We are seeking an experienced Senior Financial Associate to join our Retirement Services team, with a focus on 401K, Defined Contributions. The ideal candidate will have a strong background in the retirement industry, with proven expertise in handling Money-Out. This role requires someone who can work independently and collaboratively with cross-functional teams, while managing key deliverables and ensuring accurate management reporting. Key Responsibilities: Should h...

The Loan Servicing Supervisor - Team Leader is a pivotal role within our Loans group, essential for delivering specific tasks and requirements. As a Loan Servicing Supervisor, you will have the opportunity to gain valuable exposure to various aspects of running a banking office. Your contribution will be crucial to the seamless operation and success of our financial services, within a dynamic and collaborative environment. Your responsibilities will include monitoring the team daily to ensure all Service Level Agreements (SLAs) are met, and escalating exceptions immediately for resolution. You will supervise processes such as Deal Closing, Drawdowns, Rollovers, Nostro & Past Due Reconciliati...

As a Credit Support Manager - Associate in our Loans group, you will play a crucial role in our banking operations. Your responsibilities will include monitoring SLAs, supervising processes such as Deal Closing and Drawdowns, and ensuring compliance with quality and quantity SLAs. You will serve as the subject matter expert, handle complex queries, and maintain a robust workflow model. It will be your responsibility to drive 100% compliance with process policies and guidelines, motivate team members, and identify high-potential employees. Additionally, you will collaborate with colleagues, identify training needs, and ensure team depth with trained backups for critical work queues. To qualif...

The Loan Servicing Supervisor - Team Leader plays a pivotal role within the Loans group, contributing significantly to the seamless operation and success of financial services. In this key position, you will have the opportunity to gain exposure to various aspects of running a banking office and be a crucial part of a dynamic and collaborative environment. As a Loan Servicing Supervisor, your responsibilities include monitoring the team daily to ensure all SLAs are met, supervising processes such as Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation, and maintaining adherence to QUALITY & QUANTITY SLAs. You will serve as the subject matter expert, handling complex proce...

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The Loan Servicing Manager - Associate plays a crucial role in the Loans group, responsible for delivering on specific tasks and ensuring operational excellence. You will monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Additionally, you will supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. It is essential to ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. 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 SO...

As a Credit Support Manager - Associate at our organization, you will play a pivotal role within our Loans group, engaging with various aspects of banking operations to ensure seamless functioning of our banking office. Join our team to make a significant impact and gain valuable exposure in the financial industry. You will be responsible for monitoring the team daily to ensure all Service Level Agreements (SLAs) are met, escalating exceptions for timely resolution, and overseeing processes such as Deal Closing, Drawdowns, Rollovers, and more. Your role will involve ensuring adherence to QUALITY & QUANTITY SLAs with a robust workflow model, serving as the Subject Matter Expert (SME) for hand...

The Credit Support Manager - Associate role is a pivotal position within our Loans group, offering you the opportunity to engage with various facets of banking operations. As a Credit Support Manager - Associate, you will play a crucial role in executing specific tasks and requirements to ensure the seamless functioning of our banking office. Join our team to make a significant impact and gain valuable exposure in the financial industry. Your responsibilities will include monitoring the team daily to ensure all SLAs are met, supervising processes such as Deal Closing, Drawdowns, and Rollovers, and ensuring adherence to QUALITY & QUANTITY SLAs with a robust workflow model. You will serve as t...

The Loan Servicing Supervisor - Team Leader plays a pivotal role within the Loans group, being an essential part of the team and responsible for delivering on specific tasks and requirements. This position offers 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 means playing a crucial role in the organization. As a Loan Servicing Supervisor, you will be responsible for monitoring the team daily to ensure all Service Level Agreements (SLAs) are met and escalating exceptions immediately for resolution. Supervising processes such as Deal Closing, Drawdown...

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 Reconcilia...

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...

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 pro...

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, a...

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 ...

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...

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 info...