Location: Bengaluru, Karnataka, India

Loan Origination Specialist III – Senior Team Member, is 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 Loan Origination 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, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to refine your skills in banking products & Past Due Reconciliation and make a meaningful impact on our operations

 

Job Responsibilities 

• Adhere to established QUALITY & QUANTITY SLAs.
• Comply 100% with process-related policies, guidelines, and controls.
• Process Deal Closings, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with internal departments and external contacts, including Borrowers and Banks.
• Ensure timely follow-ups with agents/customers for missing notifications.
• Complete all funding within SLAs on the same day.
• Serve as the SME and first internal POC for process-related queries.
• Act as the first escalation point for process-related issues.
• Maintain attention to detail to ensure accurate document processing.
• Identify and implement process changes to enhance productivity and efficiency.

Required qualifications, skills and capabilities

• Hold a Bachelor’s degree in Finance or related field, or possess equivalent work experience.
• Minimum 1 year of experience in the Financial Services industry with a proven track record.
• Understand business financial statements, cash flow capacity, and loans across various industries.
• Exhibit strong research, analytical, and comprehension skills for analyzing large data sets.
• Manage clients effectively, build partnerships, and handle multiple stakeholders simultaneously.
• Utilize effective time management and prioritization skills to meet business objectives.
• Communicate effectively and work independently on multiple assignments with strong interpersonal skills.

Preferred qualifications, skills and capabilities 

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that require escalation.
• Demonstrate strong domain learning and interpersonal communication skills.
• Apply analytical thinking and problem-solving skills.
• Possess knowledge of product lifecycle and area product management.

The Loan Origination Specialist III is crucial in the Loans group, responsible for executing specific tasks efficiently.