loan-closings-jobs-in-bangalore, Bangalore

6 Loan Closings Jobs nearby Bangalore

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posted 2 weeks ago

Sales Officer

TOYOTA MOBILITY SOLUTIONS AND SERVICES INDIA PRIVATE LIMITED Hiring For TOYOTA MOBILITY SOLUTIONS AND SERVICES INDIA PRIVATE LIMITED
experience2 to 5 Yrs
WorkContractual
location
Bangalore
skills
  • sales operations
  • negotiation skills
  • ms office
  • linguistics
  • communication skills
Job Description
Job Title: Sales Officer   Job Type: Full-time (Contract) Job Overview: The Sales Officer will be responsible for driving the sales of used cars at the outlet, interacting with potential customers, understanding their needs, and guiding them through the purchasing process. This role requires excellent customer service skills, a strong knowledge of automotive products, and the ability to meet sales targets in a competitive market. The Sales Officer will work closely with the sales team and management to maximize revenue, maintain customer satisfaction, and ensure that vehicles are sold in a manner that aligns with company values. Key Responsibilities: Customer Interaction: Greet and engage with customers both in-person and via phone, email, or social media. Understand their needs, preferences, and budget to recommend suitable used cars from the outlets inventory. Sales Process Management: Guide customers through the entire sales process, from initial inquiries to final purchase, ensuring a smooth, informative, and customer-friendly experience. Product Knowledge: Maintain in-depth knowledge of the used car inventory, including features, specifications, prices, and any additional services such as warranties or financing options. Be able to explain the value of the cars to potential buyers. Negotiation & Closing Sales: Effectively negotiate pricing and financing options with customers while ensuring profitability for the outlet. Close deals and ensure all paperwork is completed accurately and promptly. Lead Generation: Actively seek out and generate new leads through various channels (e.g., walk-ins, online inquiries, referrals, and promotions) and follow up on leads to convert them into sales. Customer Relationship Management: Build and maintain long-term relationships with customers to encourage repeat business and referrals. Provide after-sales support, ensuring customer satisfaction and addressing any concerns or issues. Sales Targets & Performance: Meet or exceed monthly and annual sales targets. Track individual sales performance and adjust strategies as necessary to achieve goals. Market Research & Competitor Analysis: Stay informed about current market trends, customer preferences, competitor offerings, and pricing strategies to ensure the outlet remains competitive and attractive to buyers. Team Collaboration: Work closely with other sales staff, the procurement team, and management to ensure inventory is well-stocked and that customers needs are met efficiently. Reporting & Documentation: Keep accurate records of customer interactions, sales, and related documentation. Prepare regular sales reports for management, outlining achievements, challenges, and opportunities. Compliance & Standards: Ensure all sales transactions comply with legal, financial, and company policies, including proper documentation, registration, and adherence to warranty and return policies. Key Requirements: Education: High School Diploma or equivalent; a bachelor's degree in business, Marketing, or a related field is a plus. Experience: At least 2-5 years of experience in automotive sales, retail sales, or a customer-facing sales role, preferably in a used car outlet or dealership environment. Skills: Strong communication, negotiation, and interpersonal skills. Ability to build rapport with customers and close sales deals effectively. Sound knowledge of cars, including their features, benefits, and industry trends. Excellent organizational and time-management skills. Basic understanding of financing options available for car buyers (e.g., loans, leasing, trade-ins). Strong problem-solving skills and the ability to manage customer concerns professionally. Proficiency in using CRM software and Microsoft Office Suite (Excel, Word, Outlook). Other Requirements: Valid driver's license and a clean driving record. A passion for cars and a genuine interest in helping customers find the right vehicle.   Enthusiastic, energetic, and goal-driven. Ability to work well in a team-oriented environment. Prior experience with online car sales platforms or social media marketing. A proactive and self-motivated approach to meeting sales targets.

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posted 0 days ago

Inside Sales Representative

NAVIS Human Resources Pvt. Ltd.
experience2 to 6 Yrs
Salary2.5 - 4.5 LPA
WorkContractual
location
Bangalore
skills
  • inside sales
  • insurance sales
  • telecom sales
  • loan sales
  • educational sales
Job Description
Warm Greetings from NAVIS HR .!! Congratulations!Venue:First Floor, JP Chambers,276/22-1, 4th Cross Road,6th Block, 5th Block, Jayanagar,Bangalore - 560041We kindly request you to be available at the specified time. About Us:NAVIS an ISO 9001:2015 certified Human Resource Company with over 22 years of experience in providing Human Resources Services & Language Training (Japanese/English)Solutions to business & Enterprises. We have inspired many Employees & Organizations to work more Efficiently & Effectively. We create a platform for Employers & Employees to interface With each other every day through our Various Channel & Network. We are located in Bengaluru (Head Office) in India; Germany, Tokyo in Japan. For further information, please visit our website: www.navis.in Job DetailsRole: Mobilization Executive (EdTech Sales)Experience: 1-4 yearsWork Location: Jayanagar, Bangalore About the RoleWe are looking for dynamic and motivated Inside Sales Executives to join our team. This role involves engaging with potential customers, understanding their needs, and guiding them through our offerings to provide the best solutions. You will be working in a fast-paced environment, playing a key role in driving business growth through lead generation and effective client communication. Key Responsibilities Contacting potential customers via phone, email, and other communication channels Understanding customer needs and providing appropriate solutions Explaining product features and benefits clearly and persuasively Following up on leads and closing sales Maintaining accurate records of interactions and sales in the CRM Meeting daily, weekly, and monthly targets Collaborating with the marketing and support teams for smooth operations Requirements 1 to 4 years of experience in inside sales or telesales Strong communication and interpersonal skills Ability to handle rejections and remain motivated Quick learner with the ability to understand products and services Familiarity with CRM tools is a plus Proficiency in multiple languages is an added advantage Should be available to join immediately
posted 2 weeks ago
experience3 to 7 Yrs
location
Bangalore, All India
skills
  • KYC
  • Data services
  • analytical skills
  • communication skills
  • Loan IQ
  • process management
  • Transaction Managers
  • Operations team
  • portfolio administration
  • detail oriented
  • organized
  • proactive
  • critical thinker
  • decision making
  • team player
  • management experience
  • Clearpar
  • Loan Processer
  • Loan Reconciliations
Job Description
Role Overview: You will be working closely with Transaction Managers (Front Office), External Clients, KYC, Data services, and the Operations team to ensure the controlled on-boarding of all new transactions from pre-closing/funding stages through ongoing portfolio administration tasks. Your responsibilities will include completing key portfolio and transaction tasks, reporting aged items, and owning their resolution. To excel in this role, you must be detail-oriented, organized, and capable of maintaining accurate and complete records. The ideal candidate will be a proactive and meticulous critical thinker with attributes of sound judgement, tact, and diplomacy. Strong analytical skills and the ability to identify issues are essential. You should be able to act independently in decision-making while also being a team player. Key Responsibilities: - Deal Closing: - Work with transaction management and the operations team to manage deal management pre-closing, including running closing cash flows, preparing closing invoices, updating files and tasks, and completing the deal Closing Checklist (DCC) for fee reconciliation, collateral, and Bibles. - Ensure completion of DCCs within specified time, track and report on overdue items, and collaborate with colleagues to close all items. - Reach out to all lenders/funders before each new deal closing to ensure compliance with MT103 format and confirm completion of all required KYC. - Manage post-closing accession process, coordinating with Lenders and legal counsel, and updating all records and systems. - Trading: - Process Secondary Market Trades, including paper-based and Clearpar trades, KYC, checking seller positions, updating spreadsheets and WSO, coordinating with buyer & seller, processing and recording trades, and issuing invoices for transfer fee. - Manage waivers & amendment process and handle certain lender/borrower queries. - Support Functions: - Attend daily WIP call and update the team on middle office workstreams. - Assist in the production of the Monthly MIS Report with Management. - Process recharges to clients for Fees and negative interest charged monthly. - Conduct an annual collateral audit for deals under management/within assigned portfolio. - Manage ad-hoc transaction activity as directed and in accordance with procedures. - Complete and deliver regular reports and action points to management, aiming to improve procedures and processes based on findings. - Invoicing: - Create/send/record all KATS invoices and receive all post-closing invoices, recording/recharging/reconciling for closing and ongoing annual invoices. - Process Management: - Follow organization's policies & procedures with high regard. - Demonstrate accountability & ownership. - Identify, Analyze, Prioritize, Treat & Monitor Risks effectively. - Manage process controls to meet risk and business goals. Qualifications Required: - Bachelor's degree in commerce/finance or relevant experience. - Experience with loans systems such as Loan IQ, Clearpar, Loan Processor & Loan Reconciliations. - Previous management/leadership experience in an operations environment. - Strong oral and written communication skills. - Ability to work overtime as needed to support the team. - Flexible working in shifts. - Ability to handle sensitive and confidential information. Note: Kroll Agency and Trustee Services provides conflict-free, flexible, and highly efficient administrative and trustee services to the global loan and bond markets. They specialize in the administration of privately placed notes, restructuring situations, syndicated, bi-lateral, and private credit transactions. The company is committed to equal opportunity and diversity, recruiting based on merit. Role Overview: You will be working closely with Transaction Managers (Front Office), External Clients, KYC, Data services, and the Operations team to ensure the controlled on-boarding of all new transactions from pre-closing/funding stages through ongoing portfolio administration tasks. Your responsibilities will include completing key portfolio and transaction tasks, reporting aged items, and owning their resolution. To excel in this role, you must be detail-oriented, organized, and capable of maintaining accurate and complete records. The ideal candidate will be a proactive and meticulous critical thinker with attributes of sound judgement, tact, and diplomacy. Strong analytical skills and the ability to identify issues are essential. You should be able to act independently in decision-making while also being a team player. Key Responsibilities: - Deal Closing: - Work with transaction management and the operations team to manage deal management pre-closing, including running closing cash flows, preparing closing invoices, updating files and tasks, and completing the deal Closing Checklist (DCC) for fee reconciliation, collateral, and Bibles. - Ensure completion of DCCs within specified t
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posted 1 day ago

Mortgage - Closing Analyst

Chase- Candidate Experience page
experience2 to 6 Yrs
location
Bangalore, Karnataka
skills
  • communication
  • analytical
  • interpersonal
  • mortgage documents
  • regulatory knowledge
  • state guidelines
  • federal guidelines
  • MS Office applications
Job Description
Role Overview: Join a dynamic team dedicated to delivering exceptional client experiences in mortgage operations. As a Closing Specialist, you will play a pivotal role in ensuring seamless and compliant transactions. Advance your career in a fast-paced environment where your expertise and commitment are valued. Key Responsibilities: - Source applicable fees from title companies and vendors for timely client disclosure. - Prepare closing documents in accordance with state, regulatory, and internal guidelines. - Review and confirm all credit and non-credit conditions are satisfied. - Collaborate directly with Mortgage Solutions, vendors, and partners to close transactions. - Gain a comprehensive understanding of the origination cycle and mortgage documentation. - Display excellence in client service throughout the closing process. - Demonstrate proficiency in reviewing loan details and documentation for compliance. - Resolve complex issues by identifying innovative solutions and communicating findings. - Complete accurate disbursement of funds for each transaction. - Adhere strictly to J.P. Morgan fair lending practices. - Achieve and exceed productivity, quality, and turnaround time goals. Qualification Required: - Exhibit strong communication, interpersonal, and analytical skills. - Demonstrate understanding of mortgage documents and origination lifecycle. - Apply knowledge of regulatory, state, and federal guidelines. - Handle exceptions and provide subject matter expertise. - Act independently in a high-volume, fast-paced environment. - Communicate effectively to foster a high-performance team culture. - Adapt quickly to new processes and achieve proficiency efficiently. (Note: Preferred qualifications, capabilities, and skills as well as any additional details of the company were not mentioned in the provided job description.),
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posted 6 days ago
experience5 to 9 Yrs
location
Bangalore, Karnataka
skills
  • Loan origination
  • Corporate lending
  • Commercial lending
  • Real estate lending
  • Data management
  • Quality control
  • Process design
  • Technology implementation
  • Training
  • Risk assessment
  • Compliance
  • Client relationship management
  • Tableau
  • Loan IQ
  • Analytical skills
  • Trade Products Deals
  • Syndicated
  • bilateral loans
  • Structured lending
  • Borrowing Base Reviews
  • Problemsolving
  • Transaction capture tools
  • Solution skills
Job Description
As Transaction Management, you will be responsible for supporting various aspects of the lending lifecycle, such as Loan / Trade Products closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. Your team will oversee the operational aspects of closing and servicing all transactions in the business division to ensure compliance with internal and external requirements. **Responsibilities:** - Contribute to the team's development to support loan origination and management of Trade Products Deals, including syndicated and bilateral loans for corporate, commercial, real estate, and structured lending. - Perform Borrowing Base Reviews, monitor overdue receivables, and coordinate various Trade areas. - Assist in creating processes, standards, procedures, controls, training, and implementing transaction management. - Aid in designing and implementing technology, including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Partner with originating and coverage business lines, credit risk, operations, legal, etc. - Ensure data quality, controls, and processes meet internal policies and regulatory requirements. - Work with various teams to define and implement operational metrics and risk reviews for transparency. - Continuously improve processes, controls, and efficiencies across the loan lifecycle. - Participate in projects to enhance performance and efficiency. - Manage a deal closing pipeline, coordinate loan transactions, troubleshoot issues, and perform quality control. - Assess risks in business decisions with consideration for compliance, ethics, and regulations. **Qualifications:** - 5-7 years of relevant experience. - Excellent communication, organizational, and interpersonal skills. - Ability to work under tight deadlines, manage priorities, and complete tasks with minimal follow-up. - Proficiency in Excel and Microsoft programs, quantitative skills. - Familiarity with Tableau or visualization tools, Loan IQ, transaction capture tools. - Attention to detail, analytical, and problem-solving abilities. - Client relationship, solution skills. - Additional qualifications considered are experience in wholesale lending, knowledge of loan products, Trade Receivables, dealing with clients under time constraints, collaboration, decision-making, time management, regulatory policies, operational processes, KPI-driven culture. **Education:** - Bachelor's/University degree or equivalent experience. (Note: The company's additional details were not included in the provided job description),
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posted 7 days ago
experience5 to 9 Yrs
location
Bangalore, Karnataka
skills
  • Loan origination
  • Corporate lending
  • Commercial lending
  • Real estate lending
  • Data management
  • Quality control
  • Process design
  • Technology implementation
  • Risk assessment
  • Compliance
  • Client relationship management
  • Analytical skills
  • Tableau
  • Loan IQ
  • Client servicing
  • Time management
  • Trade Products Deals
  • Syndicated
  • bilateral loans
  • Structured lending
  • Borrowing Base Reviews
  • Training
  • support
  • Problemsolving
  • Transaction capture tools
  • Attention to detail
Job Description
As a Transaction Management professional, you will be responsible for supporting various aspects of the lending lifecycle, such as Loan/Trade Products closing and servicing coordination, client onboarding, data management, and quality control. Your key responsibilities will include: - Supporting loan origination and lifecycle management of Trade Products Deals, including Receivables, syndicated and bilateral loans in various sectors. - Conducting Borrowing Base Reviews, monitoring overdue receivables, and coordinating with different Trade areas. - Assisting in creating processes, standards, procedures, controls, and training for transaction management. - Collaborating on the design and implementation of technology, including testing and rollout. - Providing training and support to transaction management staff and business constituents. - Partnering with originating and coverage business lines, credit risk, operations, legal, etc. - Ensuring data quality, controls, and processes meet internal policies and regulatory requirements. - Defining and implementing operational metrics and risk/control reviews across the loan lifecycle. - Enhancing processes, controls, and efficiencies within the group and front to back loan lifecycle. - Participating in projects to improve performance and efficiency. - Managing a deal closing pipeline, coordinating loan transactions, capturing data, and performing quality control. - Assessing risks in business decisions, complying with laws and regulations, and safeguarding Citigroup's reputation and assets. Qualifications: - 5-7 years of relevant experience. - Excellent communication, organizational, and interpersonal skills. - Ability to work under tight deadlines, manage priorities, and complete tasks independently. - Proficiency in Excel and other Microsoft programs, Tableau or visualization tools. - Experience with Loan IQ, transaction capture tools, etc. - Attention to detail, analytical skills, problem-solving abilities. - Client relationship management and solution skills. Additional non-core qualifications that will be considered: - Experience in supporting wholesale lending at a large financial institution. - Knowledge of wholesale loan products, legal loan documentation, deal structure, etc. - Experience with Trade Receivables products. - Ability to work with clients under time constraints. - Collaboration with team members, Senior management, and business constituents. - Strong decision-making skills and problem-solving abilities. - Organizational and time management skills. - Understanding of corporate and regulatory policies in lending. - Operational processes knowledge supporting Wholesale lending. - Focus on achieving key operating standards within a metrics-driven culture. Education: - Bachelor's/University degree or equivalent experience.,
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posted 1 week ago

Home Loan Head

NoBroker.com
experience5 to 9 Yrs
location
Karnataka
skills
  • Sales
  • Home Loans
  • Leadership
  • Communication
  • Interpersonal Skills
  • Analytical Skills
  • Customer Service
  • Team Management
  • Business Development
  • Lead Generation
  • ProblemSolving Skills
  • Attention to Detail
Job Description
As a Home Loan Sales head in the New Projects (residential) vertical at Nobroker, your role will involve driving and managing loan solutions within the segment. You will be responsible for leading the Internal Homeloan vertical team, which includes Cluster heads and Key Account Managers. Reporting to the vertical head of the division, you will formulate and execute strategies to enable Business Development. Your key tasks will include onboarding new customers for setting up Internal home loan closing business, generating leads by collaborating with stakeholders, ensuring a streamlined process from login to disbursement, and strategically intervening in process improvement. This strategic position requires strong leadership capabilities and a comprehensive understanding of the loan process. Key Responsibilities: - Drive and manage loan solutions within the New Projects segment - Lead the Internal Homeloan vertical team, including Cluster heads and Key Account Managers - Report to the vertical head of the division - Formulate and execute strategies for Business Development - Onboard new customers for setting up Internal home loan closing business - Generate leads by collaborating with stakeholders and ensure a streamlined process from login to disbursement - Strategically intervene in process improvement Qualifications Required: - Strong sales background in an individual capacity - Good knowledge of Home Loans - Strong leadership, communication, and interpersonal skills - Excellent analytical and problem-solving skills - Customer service orientation - MBA or Masters degree - Ability to work under pressure and meet tight deadlines - Prior experience in team management - Attention to detail and critical problem-solving skills - B2C sales experience preferred,
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posted 2 months ago
experience3 to 7 Yrs
location
Karnataka
skills
  • Portfolio Management
  • Agency Coordination
  • Customer Service
  • Communication
  • Legal Procedures
  • Problemsolving
  • CRM Systems
  • Audit Processes
  • Meeting Deadlines
  • Achieving Targets
  • Repo Cases
Job Description
As an ideal candidate for this role, you will be responsible for the following: - Allocating portfolios to vendors based on past performance trends and FOS availability, and ensuring adequate manpower capacity for the portfolio. - Reviewing cases with FOS / TL and assigning work based on disposition codes. - Coordinating with agency resources to plan calls for better resolution and providing support on difficult cases. - Periodically allocating receipt books & Repo kits and conducting audits. - Ensuring closure of agency billing within 60 days of completing the work month. - Obtaining prior approvals in repo cases and assisting agencies in managing repo-related issues. - Addressing collection/repo related customer service issues and escalations. - Collaborating with the legal team to initiate legal actions against chronic defaulters and working with enforcement agencies in cases filed against the organization. - Tracking and reviewing BKT resolutions at agency and FOs level. - Restricting flow rates to the next BKT based on the location you are handling. - Removing non-performing FOs, recruiting a fresh team, and providing training as needed. - Closing CRM queries within the assigned TAT. - Responding to RCU audit queries before TAT and implementing committed actions at the field level. - Discussing receipt book discrepancies with the agency to prevent their reoccurrence in the field. - Ensuring 100% utilization of HHT and submitting reports to ACM / RCM regularly. - Informing the IT team about non-working HHT for necessary support. Qualifications Required: - Relevant experience in portfolio management, agency coordination, and customer service. - Strong communication and problem-solving skills. - Ability to work collaboratively with multiple teams and stakeholders. - Familiarity with CRM systems and audit processes. - Proven track record of meeting deadlines and achieving targets. - Knowledge of repo cases and legal procedures would be advantageous.,
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posted 2 months ago

Executive (Treasury Support)

Mapletree Investments Pte Ltd
experience2 to 6 Yrs
location
Karnataka
skills
  • cash management
  • treasury operations
  • compliance
  • coordination
  • finance
  • accounts
  • MS Office
  • Bloomberg
  • SAP Treasury module
Job Description
As a Treasury Support Specialist, you will be responsible for supporting the Treasury team for the assigned portfolio. Your role will involve providing support on processing remittance and bank transactions, as well as daily treasury operations for cash management. You will be required to provide updates on the cash position, ensuring compliance with policies and standard operating procedures. Additionally, you will liaise with banks on daily treasury operations matters and ensure compliance with counterparty risk limits. Your key responsibilities will include: - Coordinating with internal team members and Banks for FD placement - Monitoring fund position for planning of optimum fund utilization - Providing Treasury Module support for updating Bank/Inter-co Loans, FDs, interest reset, etc. - Managing bank account and Demat account set-up, bank mandate update for onshore and offshore entities - Assisting the finance team with monthly/yearly book closing activities related to the treasury function - Maintaining file management and record keeping To qualify for this role, you should have: - A degree in Accountancy/Corporate Finance/Economics or its equivalent - At least 2 years of relevant experience in finance/accounts, cash/bank transactions, coordinating with banks - Proficiency in MS Office applications is essential, with familiarity in SAP Treasury module/Bloomberg being advantageous - Meticulousness, commitment, and excellent communication skills - Ability to work well in a team, take initiative, and demonstrate good work ethics - Effective communication and coordination skills with internal team members and external parties/banks This position offers you the opportunity to work closely with the Treasury team, gain exposure to various treasury operations, and contribute to the efficient management of cash and funds. Your role will be instrumental in ensuring compliance with policies, optimizing fund utilization, and maintaining strong relationships with banks and internal stakeholders.,
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posted 1 month ago
experience7 to 11 Yrs
location
Karnataka
skills
  • Corporate Finance
  • Fund Raising
  • Capital Markets
  • Financial Instruments
  • Financial Modeling
  • Liquidity Management
  • Communication Skills
  • Negotiation Skills
  • Analytical Skills
  • Fundraising Strategies
  • Debt Structuring
  • Legal
  • Financial Structures
Job Description
As a candidate for the position, you will be responsible for the following key responsibilities: - Developing and executing debt funding strategies aligned with the company's financial goals and objectives. - Leading in the structuring, pricing, and execution of debt transactions such as bonds, loans, and credit facilities. - Building and managing relationships with banks, financial institutions, and investors. - Leading discussions with banks, internal stakeholders, and other relevant parties for the closure of loan documentation to ensure timely disbursement. - Monitoring and managing the company's cash flow to meet liquidity requirements while balancing short-term and long-term capital needs. - Ensuring compliance with all relevant regulations and reporting requirements in debt transactions. - Managing external credit rating agencies on an ongoing basis. - Ensuring accurate accounting of book entries in ERP related to the debt portfolio. Qualifications required for this role include: - CA/MBA with a finance background. - At least 7-8 years of experience in Corporate Finance with a focus on Fund Raising. - Strong knowledge of capital markets, financial instruments, and fundraising strategies. - Successful track record of closing debt raising transactions in India. - Experience with financial modeling, debt structuring, and liquidity management. - Good understanding of legal and financial structures. - Complete knowledge of debt deal life cycles. - Excellent communication and negotiation skills. - Strong analytical skills and attention to detail. No additional details of the company were provided in the job description.,
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posted 2 months ago
experience3 to 7 Yrs
location
Karnataka
skills
  • federal regulations
  • risk assessment
  • Fraud detection
  • communication skills
  • closing
  • quality assurance
  • underwriting
  • mortgage loans
  • US Mortgage Originations
  • closing procedures
  • federal
  • state lending laws
  • interpretation of state rules
  • statute laws
  • investor guidelines
  • compliance review
  • AUS findings
  • origination mortgage processing
  • loan set up
  • loan documentation
  • title
  • conventional first mortgage loan products
  • working with Loan Officers
  • Borrowers
Job Description
Role Overview: As a Mortgage Loan Underwriter at Altisource, you will be responsible for maintaining a working knowledge of US Mortgage Originations closing procedures, federal and state lending laws. You will interpret state rules, statute laws, federal regulations, and investor guidelines to apply them to specific loans. Additionally, you will review mortgage loan documents in the loan file for compliance with regulatory and clients guidelines/overlays, while also auditing the file for closing & compliance on a daily basis. Key Responsibilities: - Maintain a working knowledge of US Mortgage Originations closing procedures, federal and state lending laws - Interpret state rules, statute laws, federal regulations & investor guidelines and apply them to specific loans - Review mortgage loan documents (closing and disclosures) in the loan file - Review loan file for compliance with all regulatory and clients guidelines/overlays - Audit the file from a closing & compliance standpoint on a daily basis and note any exceptions. Assess risk and review for Frauds and Red Flags - Audit closed loan disclosures and signed loan documents - Effectively communicate with US based Underwriters/Clients & SMEs to ensure quality output Qualifications: - Ability to obtain and decipher AUS findings (DU and LP) - Experience in full origination mortgage processing, loan set up, loan documentation, closing, title, quality assurance, compliance, underwriting, or assisting with conventional first mortgage loan products - Experience working with Loan Officers, Borrowers and an active pipeline of mortgage loans (Note: The Additional Information section has been omitted as it contains details about company benefits and values, which are not directly related to the job description),
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posted 2 months ago
experience3 to 7 Yrs
location
Karnataka
skills
  • federal regulations
  • risk assessment
  • Fraud detection
  • communication skills
  • quality assurance
  • compliance procedures
  • underwriting
  • US Mortgage Originations
  • closing procedures
  • federal
  • state lending laws
  • interpretation of state rules
  • statute laws
  • investor guidelines
  • mortgage loan documents review
  • compliance review
  • AUS findings deciphering
  • origination mortgage processing
  • loan set up
  • loan documentation
  • closing procedures
  • title procedures
  • conventional first mortgage loan products
  • working with Loan Officers
  • working with Borrowers
  • active pipeline management
Job Description
As a Mortgage Loan Underwriter at Altisource, you will play a crucial role in developing and managing client relations under the Altisource umbrella. You will work in a dynamic and fast-paced environment where your expertise in mortgage industry regulations and guidelines will be highly valued. - Maintain a working knowledge of US Mortgage Originations closing procedures, federal and state lending laws - Interpret state rules, statute laws, federal regulations & investor guidelines and apply them to specific loans - Review mortgage loan documents (closing and disclosures) in the loan file - Review loan file for compliance with all regulatory and clients guidelines/overlays - Audit the file from a closing & compliance standpoint on a daily basis and note any exceptions. Assess risk and review for Frauds and Red Flags - Audit closed loan disclosures and signed loan documents - Effectively communicate with US based Underwriters/Clients & SMEs to ensure quality output - Ability to obtain and decipher AUS findings (DU and LP) - Experience in full origination mortgage processing, loan set up, loan documentation, closing, title, quality assurance, compliance, underwriting, or assisting with conventional first mortgage loan products - Experience working with Loan Officers, Borrowers and an active pipeline of mortgage loans,
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posted 1 month ago
experience0 to 4 Yrs
location
Karnataka
skills
  • Credit Analysis
  • Data Analysis
  • KYC
  • Loan Servicing
  • Underwriting
  • Financial Statements
  • Banking
  • Fintech
  • Customer Experience
  • Communication Skills
  • KYB
Job Description
Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit, all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, you'll be empowering entrepreneurs to grow with confidence. As an Associate Credit Operations Analyst at Bluevine, you'll be responsible for the following key responsibilities: - Review loan applications to verify credit qualification criteria and financial data assessment. - Support the Credit Operations Manager by answering questions, providing feedback, and investigating escalated issues. - Analyze bank data, public data, and conduct KYC and KYB on all applicants. - Identify gaps in automation and process improvements in the borrower application process. - Assist the Loan Servicing department in the maintenance of loan files and closing requirements. - Work on routine assignments and ad-hoc projects that require limited judgment. What Bluevine looks for in an Associate Credit Operations Analyst: - Minimum of 6 months+ of experience as a credit analyst, consumer/business lending, personal banking, or similar. - Analytical and problem-solving skills. - Passion for delivering a great customer experience. - Impeccable judgment and acute attention to detail. - Excellent communication skills (oral & written). - Track record of high-performance. - Familiarity with underwriting loans, financial statements, and tax documents is a plus. - Banking or Fintech experience is a plus. Bluevine offers the following benefits and perks: - Excellent group health coverage and life insurance - Stock options - Hybrid work model - Meal allowance - Transportation assistance (terms and conditions apply) - Generous paid time off plan, Holidays - Company-sponsored mental health benefits - Financial advisory services for both short- and long-term goals - Learning and development opportunities to support career growth - Community-based volunteering opportunities,
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posted 2 months ago
experience10 to 14 Yrs
location
Karnataka
skills
  • business operations
  • training
  • workforce planning
  • project management
  • operations management
  • key performance indicators
  • communication
  • presentation
  • problemsolving
  • wholesale lending products
Job Description
Role Overview: As a candidate for the position at Citi, you will be responsible for supporting multiple aspects of the lending lifecycle within the Transaction Management (TM) team. This includes loan closing and servicing coordination, client onboarding, data management, and quality control. Your role will involve ensuring operational oversight of lending transactions, meeting internal and external requirements, and contributing to the strategic headcount planning and skills matrix development across the organization. Key Responsibilities: - Support strategic workforce planning in collaboration with critical stakeholders - Develop and maintain headcount tracking models for forecasting and resource allocation - Provide insights on staffing levels, attrition trends, and training needs - Design and maintain a comprehensive skills matrix to assess capabilities across roles - Identify skills gaps and recommend hiring or training solutions - Develop targeted learning programs to close skill gaps and build future capabilities - Monitor training effectiveness and collaborate with stakeholders on role-specific training - Assess team capabilities for alignment with business needs and growth planning - Provide regular reporting to leadership on team performance trends and developmental progress Qualifications Required: - 10 - 14 years of experience in business operations, training, and workforce planning, preferably in the banking industry - Proven project management skills in cross-functional projects - Understanding of operations management and key performance indicators (KPIs) - Ability to manage multiple priorities in a fast-paced environment - Strong communication and presentation skills for conveying complex insights - Sense of accountability and ownership for driving solutions and improvements - Excellent written and verbal communication, organizational, and interpersonal skills - Ability to influence stakeholders constructively and challenge assumptions - Strong problem-solving abilities and attention to detail - Knowledge of wholesale lending products such as syndicated loans and letters of credit preferred - Bachelor's/University degree or equivalent experience If you possess the above skills and experience, take the next step in your career by applying for this role at Citi today.,
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posted 2 months ago
experience4 to 8 Yrs
location
Karnataka
skills
  • Underwriting
  • Process Automation
  • Business Analyst
  • Mortgage Loan Origination
  • Technology Transformation
  • Encompass LOS
  • DULP AUS engines
  • TRID Timelines
  • API Integrations
  • BPMN Workflows
  • Intelligent Document Processing
Job Description
As a Business Analyst at SAIGroup's latest investment, JazzX AI, you will have the exciting opportunity to work on transforming the future of work through an AGI platform designed for the enterprise. Your role will involve partnering with clients to enhance efficiency, accuracy, and compliance through the deployment of the JazzX Mortgage Solution. Below are the key responsibilities and qualifications required for this position: Key Responsibilities: - Lead discovery sessions with client stakeholders to document current-state workflows and identify pain points - Analyze and document processes within client Loan origination systems across origination, processing, underwriting, and closing - Define to-be workflows aligned to JazzX Mortgage Solution and perform fit gap analysis - Develop clear Business Requirements Documents (BRDs), user stories, and acceptance criteria for JazzX implementation - Translate operational pain points into actionable design inputs for product and engineering teams - Support UAT, pilot rollouts, and performance tracking (time-to-close, touches, exception rates) - Serve as the primary liaison between client operations, JazzX delivery, and Product teams - Partner with product teams to refine the JazzX platform and continuously improve delivery Qualifications: - 4+ years in Mortgage Loan Origination (processing/underwriting focus) for the US market - Deep understanding of Encompass LOS (ICE Mortgage Technology) or equivalent Loan origination systems, DU/LP AUS engines, VOE/VOA, title, appraisal, and credit ordering workflows, and TRID timelines and disclosure management - Experience bridging operations and technology in a consulting, business analysis, or process improvement role - Strong communication, facilitation, and documentation skills Preferred Qualifications: - Experience in AI, workflow automation, or LOS modernization projects - Familiarity with API integrations, BPMN workflows, or intelligent document processing - Prior consulting or implementation experience with fintech or mortgage technology firms Joining JazzX AI offers you the chance to be a part of a pioneering team that is shaping the future of AI-driven solutions. You will have the opportunity to work on groundbreaking projects that have the potential to revolutionize industries and technology interactions. In addition to a competitive salary, we provide equity options, health, dental, and vision insurance, flexible working arrangements, and more, making it an attractive package for individuals seeking to make a significant impact in the field.,
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posted 2 months ago
experience0 to 4 Yrs
location
Karnataka
skills
  • Compliance
  • Risk management
  • Commercial Loan Closing
  • Preclose activities
  • Postclose activities
  • Customer diligence
  • Regulatory diligence
  • Portfolio maintenance
  • Data evaluation
  • Customer relationships
Job Description
As a Commercial Loan Closing Associate at Wells Fargo, your role will involve assisting with pre-close and post-close activities for commercial, commercial real estate, and problem loans. You will be responsible for coordinating loan closings with customers, performing customer, loan, and regulatory diligence, and conducting ongoing portfolio maintenance. Your tasks will also include evaluating and uploading data into the systems of record, managing an assigned portfolio of loans, and ensuring compliance with all bank policies, procedures, and regulatory requirements. You will collaborate with peers, colleagues, and managers to resolve issues and achieve goals, as well as interact with internal customers. While receiving direction from leaders, you will also exercise independent judgment to develop your knowledge of functions, policies, procedures, and compliance requirements. Key Responsibilities: - Assist with pre-close and post-close activities for various types of loans - Coordinate loan closings with customers - Perform customer, loan, and regulatory diligence - Evaluate and upload data into systems of record - Manage an assigned portfolio of loans - Ensure compliance with all bank policies, procedures, and regulatory requirements - Collaborate with peers, colleagues, and managers to resolve issues and achieve goals - Interact with internal customers Qualifications Required: - 6+ months of Commercial Loan Closing experience, or equivalent demonstrated through work experience, training, military experience, or education Desired Qualifications: - Experience in Commercial Loan Closing, or equivalent demonstrated through work experience, training, military experience, or education Please note that the job posting for this position ends on 29 Sep 2025. Wells Fargo is committed to equal opportunity and values diversity in its workforce. Employees are expected to support strong customer relationships while maintaining a risk mitigating and compliance-driven culture. Adherence to risk programs, policies, and procedures is crucial for the success of customers and the company. Proactive monitoring, governance, risk identification, and escalation are key aspects of the risk management processes at Wells Fargo. If you are applying from Canada, Wells Fargo encourages applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities. Accommodations for applicants with disabilities are available upon request during the recruitment process. Please be aware that third-party recordings are prohibited unless authorized by Wells Fargo, and the company requires candidates to represent their own experiences during the recruiting and hiring process.,
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posted 1 month ago
experience8 to 13 Yrs
location
Karnataka
skills
  • Strong Analytical Logical Reasoning
  • Knowledge
  • understanding of LMA Loan Market Association Market
  • Strong knowledge
  • understanding of Syndicated loan market secondary loan trading
  • Proficiency in MS Office applications with advanced knowledge of excel
Job Description
Role Overview: You will be joining the Loan Trading team in India within TDI TSCO, providing Middle Office support to London/Frankfurt secondary. The team's main responsibility is to manage all middle office roles of a loan trade lifecycle, including Trade support and Trade Settlement businesses like Credit solutions (CSU) and Distressed Product Group (DPG) desk activities. Your role will involve dealing with Trader, Sales, Finance, Agent Bank, and Clients. Key Responsibilities: - Manage Trade Support Functions (Middle Office) by ensuring accurate static set up of clients in Loan IQ System, which includes KYC Checks, Credit Agreement, Deals, facility & Loan set up in Loan IQ, Control Reporting, etc. - Manage Trade Closing (Middle Office) function, involving trade booking in ClearPar, Loan Trade Documentation Process, Portfolio Position Management, Complex Calculations, Compile Pricing Letter / Funding Memo, Broker & Transfer Fee management, Corporate Actions, Interaction with Trading desk, agent & clients, manage any ad-hoc requests received from the Trading desk, and resolve any Pre-settlement discrepancies with loan servicing team if any. - Be accountable for managing the workflow through the middle office directly. - Work with Legal and Compliance to analyze new regulatory requirements (reporting) and deploy new processes. - Participate in various short-term projects to maintain data integrity. - Liaise with trading desk, internal legal, treasury, other operations groups, and fellow Bank Debt team members to resolve issues as needed. - Implement and maintain ongoing monitoring of individual and departmental productivity measures. - Establish and maintain processes and procedures to ensure quality client service, servicing, processing, and closing. - Implement and maintain ongoing monitoring of individual and departmental productivity measures. Qualifications Required: - Bachelors degree or post-graduation degree in Finance. - Minimum of 8-13 Years of work Experience in Loans product. - Excellent verbal & written communication along with a dynamic & confident approach. - Strong Analytical & Logical Reasoning skills. Additional Details: Please visit our company website for further information: [Deutsche Bank Website](https://www.db.com/company/company.html) We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative, and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair, and inclusive work environment.,
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posted 2 months ago
experience8 to 12 Yrs
location
Karnataka
skills
  • Loan Origination
  • Process Design
  • Technology Solutions
  • Data Quality
  • Risk Management
  • Process Improvement
  • System Testing
  • Communication Skills
  • Interpersonal Skills
  • Excel
  • Tableau
  • Loan IQ
  • Analytical Skills
  • Wholesale Lending
  • Time Management
  • Lifecycle Management
  • Operational Metrics
  • Control Reviews
  • Efficiency Enhancement
  • Loan Remediation
  • Deal Closing Pipeline Management
  • Organizational Skills
  • Microsoft Programs
  • Transaction Capture Tools
  • ProblemSolving Skills
  • Client Relationship Skills
  • Loan Products
  • Legal Loan Documentation
  • Regulatory Knowledge
  • Corporate Lending Policies
Job Description
As part of the Transaction Management team at Citi, you play a crucial role in supporting various aspects of the lending lifecycle, including loan closing, servicing coordination, client onboarding, data management, and quality control. Your responsibility is to ensure operational oversight of loan transactions to meet internal and external requirements. - Contribute to building and developing the team to support loan origination and lifecycle management for various types of loans - Assist in creating processes, standards, procedures, controls, training, and implementation of transaction management - Design and implement technology solutions, provide training and support to staff and business constituents, and collaborate with different business lines and departments - Ensure data quality, controls, and processes meet internal policies and regulatory requirements - Define and implement operational metrics and risk and control reviews for transparency across stakeholders - Improve processes, controls, and efficiencies within the group and across the loan lifecycle - Participate in projects to enhance performance, efficiency, loan remediation, system testing, and manage a deal closing pipeline - 8-10 years of relevant experience - Excellent communication, organizational, and interpersonal skills - Ability to work well under tight deadlines, manage priorities, and complete tasks independently - Proficiency in Excel and Microsoft programs, familiarity with Tableau or visualization tools, experience with Loan IQ and transaction capture tools - Strong attention to detail, analytical and problem-solving abilities, client relationship skills - Experience in wholesale lending at a large financial institution, knowledge of wholesale loan products and legal loan documentation - Ability to work under time constraints, collaborate with team members and senior management, make critical decisions, and propose solutions - Strong organizational and time management skills, understanding of corporate and regulatory lending policies, operational processes supporting wholesale lending - Focus on achieving/exceeding key operating standards within a metrics-driven culture You will need a Bachelor's/University degree or equivalent experience to qualify for this role. Take the next step in your career and apply for this opportunity at Citi today.,
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posted 1 week ago
experience8 to 13 Yrs
location
Karnataka
skills
  • Strong Analytical Logical Reasoning
  • Knowledge
  • understanding of LMA Loan Market Association Market
  • Strong knowledge
  • understanding of Syndicated loan market secondary loan trading
  • Proficiency in MS Office applications with advanced knowledge of excel
Job Description
Role Overview: You will be part of the Loan Trading team in India within TDI TSCO, providing Middle Office support to London/Frankfurt secondary Loan Trading desk under Investment Banking. Your role will involve managing all middle office responsibilities of a loan trade lifecycle, including Trade support, Trade Settlement, and activities like Deal static set-up, Trade booking, document preparation, review, and signature. This role requires interaction with Trader, Sales, Finance, Agent Bank & Clients. Key Responsibilities: - Manage Trade Support Functions (Middle Office) by ensuring accurate static set up of clients in Loan IQ System, involving KYC Checks, Credit Agreement, Deals, facility & Loan set up, Control Reporting, etc. - Manage Trade Closing (Middle Office) function, including trade booking in ClearPar, Loan Trade Documentation Process, Portfolio Position Management, Complex Calculations, Pricing Letter / Funding Memo compilation, Broker & Transfer Fee management, Corporate Actions, resolving Pre-settlement discrepancies, and addressing ad-hoc requests. - Collaborate with Legal and Compliance to analyze new regulatory requirements and deploy new processes. - Participate in short-term projects to maintain data integrity and liaise with various internal stakeholders to resolve issues. - Implement and monitor individual and departmental productivity measures, ensuring quality client service, processing, and closing. Qualifications Required: - Bachelors or post-graduation degree in Finance. - Minimum 8-13 years of work experience in Loans product. - Excellent verbal & written communication skills, dynamic & confident approach, strong Analytical & Logical Reasoning. Additional Company Details: Deutsche Bank Group fosters a culture of continuous learning, empowerment, and collaboration. The company promotes a positive, fair, and inclusive work environment, where employees are encouraged to excel together every day. For further information, please visit the company website: [Deutsche Bank Company Website](https://www.db.com/company/company.html),
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posted 1 week ago
experience5 to 9 Yrs
location
Mysore, Karnataka
skills
  • Leadership
  • Compliance
  • Mortgage Loans
  • Training
  • Quality Assurance
  • Workflow Management
  • Communication
  • Technology Evaluation
  • Audit Management
  • Efficiency
Job Description
As a Regional Mortgage Operations Leader, you will be responsible for providing leadership and direction to the regional mortgage operations unit in order to drive a high-quality customer experience balanced with efficiency, compliance, and consistency. **Key Responsibilities:** - Investigate, collaborate on, and maintain the operating policies and procedures for the extension of mortgage loans that conform to bank and industry standards. - Identify opportunities for process improvements and drive their implementation with a focus on compliance and efficacy. - Review, respond to, and develop resolutions for compliance-related findings for the regional unit while serving as the first-line subject matter expert for daily loan scenario questions. - Interview, hire, train, coach, evaluate, and redirect regional unit team members for optimal team performance and track their progress. - Ensure that quality and production goals are met by monitoring workflow levels and reallocating resources as needed. - Monitor and maintain established operations turn time and quality standards across processing, underwriting, and closing functions. - Foster collaborative relationships with regional sales and operations units to ensure effective communication and alignment between the teams. - Partner with sales production staff and internal/external departments to set loan performance expectations, monitor quality assurance, and ensure timely processing, underwriting, and closing workflows. - Stay updated on changes in the mortgage industry and bank regulations related to the mortgage department, and recommend process changes to ensure compliance. - Collaborate with sales managers to enhance communication and alignment between sales and processing teams. - Ensure consistency with main operations center policies, procedures, and workflows while adapting market-specific practices for a competitive edge. - Explore new technology options to enhance quality and efficiency, including vendor due diligence and product onboarding. - Maintain zero critical and repeated audit observations and resolve customer complaints within defined timelines. - Analyze operational scorecards to identify root causes of exceptions, trends, training opportunities, and performance development needs. You will play a crucial role in leading the regional mortgage operations unit towards achieving operational excellence, compliance, and customer satisfaction.,
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