Full Job Description

Location: Bengaluru, Karnataka, India

Loan Origination Specialist – 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 Loan Origination Specialist – 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 Nostro & 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 6 months 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 is crucial in the Loans group, responsible for executing specific tasks efficiently

Bulge Bracket Investment Banks

16 days ago

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Loan Origination - Senior Team Member

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Bengaluru

Country: India

The Loan Origination Specialist – Senior Team Member executes end-to-end loan processing tasks within the Loans group, ensuring adherence to quality and quantity SLAs. Key responsibilities include deal closings, drawdowns, rollovers, repayments, funding, rate fixings, fees, and external payments, as well as nostro and past-due reconciliation. The role serves as an SME and first internal point of contact for process queries and escalations, liaising with internal teams, borrowers, and banks. The position also supports secondary trading desk settlements and drives process improvements to enhance efficiency.

Apply now

Full Job Description

Location: Bengaluru, Karnataka, India

Job Summary

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 6 months 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 is crucial in the Loans group, responsible for executing specific tasks efficiently

Job Details

Loan Origination - Senior Team Member

Full Job Description

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