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5.0 - 10.0 years
6 - 15 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities - Process - Loan Operations Position - Team Lead Location - Navi Mumbai- Ghansoli Qualification - Any Graduate Experience - 5+ Years/ 1 Year Supervisory experience. Shift - Rotational Shift Week off- Saturday & Sunday Role: Loan Operations 4 years experience in handling Loan Operations with at least 1 year supervisory experience. Support day-to-day operational, settlement and administrative matters Trade capture of loan profile, schedules and cashflows Execution of drawdowns, rollovers and trade settlements with Facility Agents / Custodians Liaison with Transaction Administrator to reconcile cashflow schedules and monitor settlement activities Preparation of payment notices, monitoring of repayments of the loans and bond investments Proficiency in MS Office Suite with Intermediate Excel skills (Can use the functions vlookup, if, and, or, sumif and pivot tables) Excellent organizational and time management skills, with the ability to prioritize tasks Strong analytical and problem-solving abilities Effective communication skills, both verbal and written Ability to work under pressure and meet deadlines in a fast-paced environment Leadership qualities with a positive and motivational approach to managing a team Responsibilities- Team Leader The Team Leader Loan Operations will perform the functions outlined below: Manage and supervise a team of Loan Operations Associate and Senior Associate, ensuring daily tasks and projects are completed accurately and on time Train new team members on processes, procedures, and software systems Monitor team performance, provide constructive feedback, and conduct performance evaluations Develop and implement efficient workflows and standard operating procedures (SOPs) to streamline Loan Operation processes Maintain schedules and assignments, ensuring workload distribution is balanced and deadlines are met Resolve complex issues or escalated inquiries from team members, providing guidance and solutions as needed Collaborate with other departments or teams to enhance (functional / departmental) processes and cross-functional efficiency Ensure compliance with data integrity and security policies, maintaining confidentiality of sensitive information Prepare regular reports on team performance metrics, productivity, and quality standards.
Posted 3 weeks ago
8.0 - 13.0 years
7 - 15 Lacs
Bengaluru
Work from Office
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
Posted 1 month ago
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