3 Loan Funding Jobs

Strategic Financial Planning & Analysis: Key insights for Financial Forecast, Budgets and Analysis to spearhead and execute short- and long-term financial goals with minimal resources To cover expenses and grab opportunities to drive revenue and Earnings before interest, tax, depreciation, and amortization (EBITDA). Financial Operations & Internal Controls: Control Environment: To control environment of an organization, influencing the control consciousness of its people Risk Assessment: To oversee market risk, credit risk, liquidity risk, and operational risk. Control Activities: To look after approvals, authorizations, verification, reconciliations, reviews of operating performance, security of assets and segregation of duties Information and Communication: Ensure communication fast, automated, interactive and rapidly changing information Monitoring: To check a regular financial review of activity to identify errors, anomalies, potential compliance issues, and significant budget variances. Compliance & Audit: to check and meet regulatory requirements and internal policies. To adhere to IND AS, Indian GAAP, Income Tax Act, SEBI (LODR) regulations, GST Acts and the Companies Act. Pricing Strategy: Conduct comprehensive contract scope analysis, including budgeted costs, margins and competitors bench marking To to develop competitive pricing strategies for contract bidding. Initial Public Offering(IPO) and Capital Market Transactions: To Set up IPO process from scratch to listing Preparation of Draft Red Herring Prospectus (DRHP) and RHP Register with SEBI Coordination with Lawyers and Merchant Bankers Application to Stock Exchange Developing the Merchant Bankers and Investors Addressing Analyst queries and Investor concerns Treasury Management: To manage cash, investments, and credit lines to reduce financial risks Liquidity management: Monitoring and maintaining cash flow and short-term investments Risk management: Identifying, measuring, and managing risks that could impact the business Investment management: Optimizing investment returns Credit management: Evaluate creditworthiness, Set clear limits and terms, Develop a credit policy and maintaining credit lines Loan funding: to support business strategy by funding revenue generation, maintaining cost-effectiveness and ensuring compliance with regulations Banking management: Managing relationships with banks Stakeholder and Investor Management: Identifying stakeholders: Recognizing all individuals or groups with a stake in the company, including shareholders, employees, customers, suppliers, community members, government agencies, and environmental groups. Analyzing stakeholder needs: Understanding the concerns, expectations, and priorities of each stakeholder group to tailor communication and engagement strategies accordingly. Prioritizing engagement: Determining which stakeholders require the most attention based on their influence and potential impact on the company. Communication plan: Establishing clear channels and methods for communicating with stakeholders, including regular updates, reports, and feedback mechanisms. Investor relations: Specifically focusing on managing relationships with shareholders and potential investors, providing financial information, and addressing their inquiries Team leadership: Foster open and honest communication Create collaborative goals Celebrate team successes Allow team members to problem solve Provide adequate resources and training Build strong one-on-one relationships Build respect Promote communication and collaboration Create a culture for debating ideas Mandate : 1. Qualification : Education : Bachelors degree in Finance, Accounting, Economics, or a related field; MBA in Marketing or CA Inter Experience : Minimum of 15 -18years of experience in finance, with at least 5 years in a leadership role within an NBFC or financial services firm. Must have experience in Banking Credit Role, Marketing Sales and must carry experience in Banking sales. Strong understanding of SaaS, B2B sales, or enterprise software business models. 10+ years of progressive finance experience, with at least 5 years in a senior FP&A or sales finance leadership role.

Job description Job Level- JL 2A Designation: Senior Process Executive Experience: 1-2 Years Location: Pune (Work from Office) Work Timings: US Shifts (Night Shifts) Notice Period: Immediate to 15 Days Job Description : We are seeking a highly motivated and detail-oriented individual to join our team as a Consumer Banking Specialist. As a Consumer Banking Specialist, you will be responsible for executing transactions in accordance with prescribed guidelines and timelines. Your focus will be on verifying documents, analyzing data, responding to complaints and queries, and following all predefined procedures to ensure that service level agreement (SLA) targets are met and exceeded within the established guidelines. Key Responsibilities: Execute transactions, including document verification, data analysis, and responding to complaints and queries. Follow predefined procedures to ensure adherence to guidelines and meet SLA targets. Demonstrate good knowledge of Title Review, Insurance Review, HELOC (Home Equity Line of Credit), Centralized funding, Securities secured loans, Loan Funding and disbursement process. Possess knowledge of all banking documents required for loan applications, such as Tax returns, W-2 Statements, HUD-1 , and Insurance Policies. Develop a basic understanding of the client's business and key processes to relate your work to client outcomes. Identify areas for improvement in your work area and propose new ideas to enhance efficiency and effectiveness. Set personal learning goals and actively engage in formal and informal learning mechanisms to prioritize continuous learning. Utilize analytical abilities to break down problems into constituent parts and gain a better understanding of the issues at hand. Evaluate available solution options while solving problems to make informed decisions. Demonstrate high impact communications by structuring thoughts, using simple language, and exhibiting proficiency in English. Qualifications and Skills: Bachelor's degree in a relevant field (Finance, Business Administration, Economics, etc.) or equivalent practical experience. Previous experience in consumer banking or a related field is preferred. Strong attention to detail and ability to work with complex data. Excellent communication skills, both written and verbal, with proficiency in English. Analytical mindset with the ability to think critically and problem-solve effectively. Proactive and self-motivated with a willingness to take initiative. Ability to work well in a team environment and collaborate with colleagues from diverse backgrounds. Proficiency in relevant computer applications and software.

Job description Job Level- JL 3A Designation: Process Specialist Experience: 2-4 Years Location: Pune (Work from Office) Work Timings: US Shifts (Night Shifts) Notice Period: Immediate to 15 Days Job Description : We are seeking a highly motivated and detail-oriented individual to join our team as a Consumer Banking Specialist. As a Consumer Banking Specialist, you will be responsible for executing transactions in accordance with prescribed guidelines and timelines. Your focus will be on verifying documents, analyzing data, responding to complaints and queries, and following all predefined procedures to ensure that service level agreement (SLA) targets are met and exceeded within the established guidelines. Job Responsibilities: Exceptional communication skills, including active listening, clear verbal and written communication, and the ability to convey complex ideas concisely. Knowledge on SOP and other process documents creation. Ability to effectively prioritize and execute tasks while under pressure. Deliver on day-to-day process targets in meeting Customer SLAs. Eye for detail and report out quality measures for the process, also flag key risks if any. Provide process training and refreshers to junior staff. Handle process queries and Quality Auditing, upon expertise gained and certification for the same. Key Responsibilities: Execute transactions, including document verification, data analysis, and responding to complaints and queries. Follow predefined procedures to ensure adherence to guidelines and meet SLA targets. Demonstrate good knowledge of Title Review, Insurance Review, HELOC (Home Equity Line of Credit), Centralized funding, Securities secured loans, Loan Funding and disbursement process. Possess knowledge of all banking documents required for loan applications, such as Tax returns, W-2 Statements, HUD-1 , and Insurance Policies. Develop a basic understanding of the client's business and key processes to relate your work to client outcomes. Identify areas for improvement in your work area and propose new ideas to enhance efficiency and effectiveness. Set personal learning goals and actively engage in formal and informal learning mechanisms to prioritize continuous learning. Utilize analytical abilities to break down problems into constituent parts and gain a better understanding of the issues at hand. Evaluate available solution options while solving problems to make informed decisions. Demonstrate high impact communications by structuring thoughts, using simple language, and exhibiting proficiency in English. Qualifications and Skills: Bachelor's degree in a relevant field (Finance, Business Administration, Economics, etc.) or equivalent practical experience. Previous experience in consumer banking or a related field is preferred. Strong attention to detail and ability to work with complex data. Excellent communication skills, both written and verbal, with proficiency in English. Analytical mindset with the ability to think critically and problem-solve effectively. Proactive and self-motivated with a willingness to take initiative. Ability to work well in a team environment and collaborate with colleagues from diverse backgrounds. Proficiency in relevant computer applications and software.