24 Credit Documentation Jobs

Preparing Export documents for shipments. Preparing and executing LC documents Preparing commercial invoice, Packing List, and other export documents. Ensure timely processing of export shipments. Payment follow-up. Communicate with international/national customers, including freight forwarders,CH A, vendors. Providing required documents & instructions to freight forwarders and CHA. Maintaining export documents files. Applying for export promotion Incentive schemes. Monitoring Drawback credit.

Department : DSA Channel CTC Range : 4 To 5 Lpa Location : Pune (with field visits within the region as required) Reporting To : Regional Manager DSA Channel Experience Required : 13 years Employment Type : Full-time The Relationship Officer DSA Channel will drive the personal loan business through Direct Selling Agent (DSA) partners, Connectors in the Pune region by managing relationships, coordinating lead generation, and ensuring smooth lead-to-disbursement processes. The role involves day-to-day engagement with DSAs and connectors, maintaining daily MIS (target vs. achievement, lead status, login, disbursement, and rejections), ensuring compliance with company policies, and supporting the Regional Manager in achieving monthly business targets. Key Responsibilities: Build and maintain strong relationships with assigned DSA partners and connectors to drive consistent lead generation and disbursals. Conduct regular partner visits, training sessions, and support activities to update DSAs on product features, documentation guidelines, and process changes. Identify and reactivate inactive DSAs through targeted engagement and support to boost productivity. Provide ongoing support to DSAs, addressing queries and escalating concerns to ensure smooth lead flow. Achieve monthly targets for login and disbursement volumes by actively coordinating with DSAs and connectors. Monitor the lead-to-disbursement funnel, follow up on leads, and ensure high conversion ratios with minimal rejections. Leverage daily MIS reports (sourcing, login, disbursement, rejection, TAT, and target vs. achievement) to track and improve DSA performance. Push for timely disbursals post-loan offer approval and resolve discrepant cases to minimize delays. Ensure compliance with KYC, income documentation, and internal credit policy guidelines. Coordinate with Credit, Operations, and Disbursement teams to facilitate faster file processing and smooth case closures. Monitor turnaround times (TATs) from lead login to disbursement, ensuring adherence to company standards. Maintain and update daily MIS reports for lead status, login, disbursement, rejections, and target vs. achievement metrics. Share feedback and escalations from DSAs with the Regional Manager and internal stakeholders for timely resolution. Collaborate with the MIS and backend support teams to ensure accurate performance data and seamless execution of partner cases. Escalate tech or Application login issues to the Regional Manager and coordinate with relevant teams for quick resolution. Key Skills & Competencies: Strong communication and relationship-building skills to engage effectively with DSAs and connectors. Basic knowledge of unsecured lending (personal loans), credit documentation, and underwriting processes. Local market knowledge of Pune and surrounding areas to support DSA operations. Proficiency in MS Excel and CRM/LMS platforms for sales tracking and reporting (preferred). Self-driven, target-oriented mindset with strong problem-solving abilities. Fluency in Marathi, Hindi, and English is preferred. Preferred Qualification: Graduate / 12 th Pass in any stream. 13 years of experience in sales coordination, DSA relationship management, or personal loan sales. Prior experience with NBFCs/Fintech firms, particularly in unsecured lending, is an advantage. Show more Show less

Benefit Street Partners (BSP) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, youll get exposed to different cultures, people, and business development happening around the world. Benefit Street Partners operates independently as a Specialist Investment Manager and is a leading credit-focused alternative asset management firm. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. These complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSPs robust institutional platform. Visit www.benefitstreetpartners.com to learn more about our company and investment strategies. Benefit Street Partners (BSP) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you&aposll get exposed to different cultures, people, and business development happening around the world. Benefit Street Partners operates independently as a Specialist Investment Manager and is a leading credit-focused alternative asset management firm. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. These complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSP&aposs robust institutional platform. Visit www.benefitstreetpartners.com to learn more about our company and investment strategies. What is the Team responsible for BSP is seeking a bright, articulate, detail-oriented individual to join the Private Debt team. The successful candidate will take a central role in supporting the evaluation, structuring and negotiation of our private debt transactions, as well as in the monitoring of our investments. As a member of the firms' investment team, the Associate will be involved in all aspects of the investing process including due diligence, execution, and portfolio management. Our associates work with a small deal team in a fast-paced and entrepreneurial environment and have constant interaction with the most senior members of the firm, as well as the senior management of our portfolio companies. What is an Associate responsible for Responsibilities Include But Are Not Limited To Modeling and valuation of potential investment opportunities Perform quantitative and qualitative analyses used to support the underwriting of potential investments ideas and theses Supporting the transaction due diligence and closing processes Preparing detailed investment committee memoranda Managing existing investments Assisting in structuring transactions Understanding key credit documentation and deal terms What ideal qualifications, skills & experience would help someone to be successful The Successful Candidate Will Ideally Possess 2+ years of investment banking or related experience, preferably with some leveraged finance or with debt/credit analysis Strong academic record Expert analytical and financial modeling skills Outstanding interpersonal, leadership, and communication skills Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [HIDDEN TEXT]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Show more Show less

HCLTech Mega drive -International Banking Process (Experienced) 29th July 2025 . HCL Walk-In Drive International Banking Non voice. Date:29th July 2025 Time: 11:00 AM 2:00 PM Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Role: Corporate Banking (Commercial Loans) Experience: 4 - 6 years in corporate/commercial banking (Analyst). Skills: Expertise in corporate loan origination, account management, and loan drawdowns. Strong understanding of banking products, credit documentation, and loan servicing. Role: Payments Experience: 1-5 years in MT103/MT202 transfers, CHAPS, and BACS payments Skills: Expertise in handling MT103, MT202, FX charges, and customer concessions. Proficient in reconciliation processes, charges, routing, intermediary banks, and developing efficient reports. Qualification: Any degree required Shift Timing: UK Rotational Shift Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Cab facility as per company policy* Work Mode: Work from Office Notice Period: Open to candidates available for immediate joining or those currently serving a notice period (up to 30 days) Contact: HR Sanjay/Syed Show more Show less

Job Summary The Markets Enablement Officer is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the capability to manage stakeholder relationships effectively. The Officer will collaborate with various internal teams to ensure a seamless onboarding experience for clients, while adhering to regulatory requirements and company policies. Key Components Of The Role Will Include Manage the account opening process for new and existing clients in the financial markets industry Ensure all necessary documentation is obtained and completed accurately Coordinate with internal teams to ensure a smooth and efficient account opening process Provide excellent customer service to stakeholders throughout the account opening process Respond to client inquiries and resolve any issues related to the account opening process Key Responsibilities Strategy Fostering and maintaining dialogue across the SCB global Markets on-boarding network to contribute to enhancing our global client relationships and responding to client needs. Spot opportunity to take on additional responsibilities. Business Onboarding To be responsible for undertaking Due Diligence requirements to ensure adherence to relevant SCB policies on sub funds of Markets clients working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate records diligently maintained. Responsible for supporting Markets Onboarding Manager and internal stakeholders for all Regulatory related onboarding matters in the Markets sector. Ensure efficient and timely opening of Markets client accounts Initiation of Account opening requests to enable trading accounts to be opened in the relevant internal systems Identify and escalate blockages in the on-boarding / maintenance processes. Manage the end-to-end process of the relevant account setups and internal approvals. Processes Working closely with Markets Onboarding Managers including Markets management to ensure requests are prioritised in line with Business demand. Ensure that accounts and data is set up to achieve full operational readiness. Liaise through the value chain to ensure all units engaged in Markets account opening readiness successfully complete. Working closely with our Markets Operations group and other operational and administrative areas to ensure the timely set up of client trading infrastructure. Risk Management Due Diligence required to capture all data for a new sub fund opened under an existing IM Responsibilities Governance Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Maintain the funds team database. Assist with queries regarding the Static data and Markets Onboarding processes for clients. Ensure that all systems are updated when a request is submitted to the relevant back-office teams. Action relevant static data updates for Markets clients as per instruction from Markets Onboarding Managers. Regulatory & Business Conduct Display exemplary conduct and live by the Groups Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Commit to achieve the outcomes set out in the Banks Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders Work in partnership all relevant stakeholders effectively within the end-to-end processes, including: Markets Sales Teams Client Onboarding Management Client Management Risk and CDD teams Operational Risk Audit Risk & Controls Governance functions and relevant regulators FMO CLM DAU Crops Other Responsibilities Perform ad-hoc projects as needed. Support remediation teams Provide regular updates to the Markets Onboarding Managers Train new joiners Process/System changes testing Qualifications Minimum of 2 years of experience in account opening or related field Strong understanding of financial markets and products Excellent communication and interpersonal skills Ability to work independently and as part of a team Attention to detail and ability to manage multiple tasks simultaneously Role Specific Technical Competencies Manage Conduct Manage Risk Manage People Operational Process Management Onboarding (CDD and Regulatory Onboarding) Credit Documentation Enablement (Account Opening & Channels Activation) Servicing (Static Data Maintenance, Offboarding) Data Conversion and Reporting About Standard Chartered We&aposre an international bank, nimble enough to act, big enough for impact. For more than 170 years, we&aposve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you&aposre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can&apost wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you&aposll see how we value difference and advocate inclusion. Together We Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Show more Show less

As a Loan Syndication Officer based in Dalhousie, Kolkata, your primary responsibility will be to assist in structuring loan deals that align with client needs and current market conditions. This will involve preparing and reviewing term sheets and credit documentation, as well as developing marketing materials and distributing loans to various participating banks. In this role, you will be expected to manage relationships with lenders and institutional investors, ensuring smooth coordination throughout the end-to-end execution of syndicated loan deals - from negotiations to closing. It will also be crucial to maintain compliance with regulatory requirements and internal policies, while keeping track of loan performance and market trends to provide clients with ongoing support and analysis. The ideal candidate will have a total of 3 years of work experience, with a preference for full-time employment. This position requires in-person work at the designated location.,

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

Role & responsibilities CCSU unit will serve Corporate clients of Branches in Western Mumbai side , enjoying limits more than 10 Crs (Sister/Associate concerns of these Corporate clients enjoying limits of lesser amount, will also be served by CCSU). CCSU will serve these corporate clients in: Renewal of limits for existing Corporate Clients. Fresh Sanction Issuance of sanction letter, obtaining of compliance and co-ordination with legal and PSM Cell. Processing request of the borrower for Ad-hoc limits. Monitoring of Accounts. Document maintenance. Visit to units and offices of clients. Follow up for their request with CCC, PSM, Legal and any other department of the Bank. Attending / Arranging Consortium meetings on behalf of branch. Sending reminders for renewal/overdue, etc. to clients. Complying with Audit observations of Stock Audit / Statutory Audit / Internal Audit /Concurrent Audit Stock Statement updation on monthly basis/ QIS statement updation on quarterly basis. Exchange of information with other Banks. Follow up for Insurance Renewal and updation in the CBS. CERSAI/ROC charge updation in the system Preferred candidate profile

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

About this role: Wells Fargo is seeking a Trade Services Associate In this role, you will: Provide support in retention of existing clients and referral of international banking issues within trade services Issue, advise and direct collections in accordance with Trade Services standards Amend letters of credit and process documentation Identify opportunities for growth opportunity through client referrals Receive direction from leadership while developing understanding of trade services, policies, and procedures Process complex letters of credit documentation Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 6+ months of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. You will have strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies, which is put to good use to match the goals of Clients" Investment needs. You will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. Your strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies will be utilized to match the goals of Clients" Investment needs. Your responsibilities will include working with Advisors through the entire sales lifecycle, including: Banker Support, Lead Generation, Client Onboarding, Client Engagement, Management/Operational Support. You will prepare customized Client presentations for Investment Specialists review meetings and have a fundamental understanding of quantitative and qualitative data. Additionally, you will develop processes for following the markets through attending Morning Meetings & other internal meetings and by reading internal and external publications to use current events to generate new opportunities and monitor books for deepening opportunities. You will master understanding of Goals Based Analysis and Portfolio Insights and be familiar with the bank's credit documentation, including the terms and conditions, the structure, and its relevance to a transaction. You will proactively resolve exceptions, open items, and transactional issues and assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis, and any other team initiatives. The required qualifications, capabilities, and skills include being a University degree holder (including MBA/CFA/CFP) and/or having 5+ years of professional experience in a similar capacity. You should have strong knowledge of Private Bank product offerings, asset class knowledge, an inclination to understand market dynamics and develop expertise, excellent communication (written and verbal), analytical and organizational skills, excellent stakeholder engagement skills, strong team management experience, and ability to navigate a matrix organization. PowerPoint and Excel expertise are required along with a strong understanding of the needs and sensitivities of client management. You should possess absolute discretion when dealing with confidential matters, be able to work under minimal supervision, adaptable to work in a demanding environment, detail-oriented and results-focused, and have exceptional follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is also required.,

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Qualification – Graduate / Post-Graduate

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Qualification – Graduate / Post-Graduate

Credit Administration Department (CAD) is the unit tasked with managing the end-to-end post-sanction process for Wholesale Lending Business. Credit Administration Department is responsible for ensuring that the required legal / regulatory stipulated documentation duly executed are in place and underlying security is perfected to enable the Borrower to commence the borrowing. CAD team also ensures that Credit conditions stipulated are complied with, all ongoing monitoring items and deferrals are tracked for adherence by the specified timelines. It is therefore critical that team not only understands the terms of sanction but is also familiar with Banks internal credit policies and Legal / Regulatory landscape. Setting-up of Borrowing limits, ongoing adjustment thereof and maintaining Collaterals and facilitating the loan drawdown are also core deliverables of the team. Job Description: This role will report to the Head of Credit Administration. The incumbent will work closely with the various functions of the Bank (Wholesale Business Units, Credit, Legal and Regulatory Reporting) to always provide high level of service support to our clients, operate within the Bank’s laid down policies, adhere to regulatory guidelines and ensure the risks are mitigated. Interested candidates can mail to jadhav.priyanjali@indusind.com

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day-work leadership and mentorship to team Lead or contribute to implementation of new or revised processes and procedures Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information. Required Qualifications: 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or MCOM with exposure to Commercial Loan Perform Data Quality Review for Commercial Loans. Read review Credit documents, Security Agreement to understand and interpret different attributes of Wholesale Loan. Candidate must have detailed knowledge of Commercial or Wholesale Loan.

provide legal support to the various business verticals of the Bank on vetting, drafting and negotiating credit facility, security documents to safeguard the interest of the Bank ensure legally secure documentation for the credit transactions Required Candidate profile Drafting of various credit dept agreements and deeds such as loan agreements, mortgages, hypothecation, pledge, guarantees, credit facility agreement, indemnity, affidavit etc. Perks and benefits Profiles from LEGAL firms exp to Banking clients

Role & responsibilities Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Preferred candidate profile Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills

Key Responsibilities: Loan Application Review : Ensure loan applications and documents are accurate, complete, and comply with guidelines. Credit Risk Analysis Support : Assist in evaluating creditworthiness and conduct due diligence on borrowers. Documentation and Agreement Handling : Draft, execute, and store loan agreements and collateral documentation. Disbursement Processing : Coordinate timely loan disbursements and ensure pre-disbursement formalities are met. Post-Disbursement Monitoring : Track loan repayments, follow up on overdue payments, and ensure recovery compliance. Compliance : Ensure adherence to legal, regulatory, and internal policies. Customer Service : Address customer queries regarding loan terms, repayment, and documentation. Reporting : Prepare reports on loan status, delinquencies, and assist in audits. Qualifications: Education : Bachelors degree in finance, Accounting, Business Administration, or related field. Experience : 2-3 years in credit administration or loan processing in an NBFC or financial services company. Experience in education loans, overdrafts, or loans against property is preferred.

Basic Section No. Of Position 1 Grade NA Level Analyst, Credit Organisational BUSINESS Birla Pivot BUSINESS_UNIT-1 Birla Pivot BUSINESS_UNIT-2 Birla Pivot BUSINESS_UNIT-3 Birla Pivot DEPARTMENT-1 Birla Pivot Partners Country India State Karnataka Worksite Bangalore Industry -- Function Strategy & Planning Skills Skill Underwriting Unsecured Loan Minimum Qualification Bachelor Of Commerce (Honours) CERTIFICATION No data available About The Role Conduct comprehensive credit analyses and assessments to evaluate borrower creditworthiness, support informed lending decisions, and ensure the maintenance of a high-quality books of accounts. Key Responsibilities Credit Assessment: Analyse credit applications and financial statements to assess the creditworthiness of buyers, evaluating factors such as income, assets, liabilities, and payment history. Utilize credit scoring models and risk assessment tools to evaluate credit risk and recommend appropriate credit limits and terms. Financial Analysis: Conduct comprehensive financial analyses, including cash flow analysis, ratio analysis, and trend analysis, to evaluate the financial health and stability of buyers. Identify potential credit risks and red flags, highlighting areas of concern and recommending mitigating actions to the Lead Underwriter. Documentation and Due Diligence: Ensure accuracy and completeness of credit documentation, credit reports, and supporting financial documents. Perform due diligence checks on buyers, verifying information provided and conducting background checks as necessary to assess credit risk accurately. Communication and Reporting: Communicate credit decisions, recommendations, and risk assessments effectively to the Lead Underwriter and other relevant stakeholders. Prepare comprehensive credit analysis reports and presentations, summarizing findings, conclusions, and recommendations for review and approval. Portfolio Monitoring: Monitor the credit portfolio for early warning signs of credit deterioration, delinquencies, and defaults, escalating issues to the Lead Underwriter as appropriate. Assist in the ongoing monitoring and management of existing credit exposures, including periodic review of credit limits and terms. Qualification & Skills Bachelors degree in finance, Accounting, Economics, or related field required, masters degree preferred. Minimum of 3 years of experience in credit analysis, banking, or financial services industry. Strong analytical skills, with the ability to interpret financial data, conduct financial analyses, and assess credit risk accurately. Exceptional attention to detail, with a focus on accuracy and precision in credit analysis and documentation. Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely. Ability to work effectively in a team environment, collaborating with colleagues and stakeholders to achieve common goals.

Roles and Responsibilities Manage credit administration, including loan processing, disbursement, and documentation. Oversee working capital management and ensure timely repayment of loans. Coordinate with internal teams for smooth execution of credit operations. Ensure compliance with regulatory requirements and maintain accurate records. Analyze financial data to identify trends and areas for improvement. Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC Interested candidates can reach out through (kavya.p@vipanyglobal.com/kavya.p-8341137995)

Role & responsibilities : Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC.

We are hiring loan operations manager for one of leading NBFC . To Manage the frontend operations for loan disbursal, and investor onboarding. Manage backend operations team for borrower allocations & dashboards.. Required Candidate profile Understanding and expertise on backend and frontend operations of loan systems – LOS & LMS Understanding of Digital Loan systems with relevant liabilities/NBFC experience. Graduates Age below 30 year

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Qualification – Graduate / Post-Graduate