loan manager

silverchainsa

Financial Manager Required (Odoo Experience)A leading company in (industry/company activity) is seeking to hire a highly qualified Financial Manager with strong experience in Odoo ERP to join its team.Key Responsibilities:<ul><li>Oversee and manage all financial and accounting operations of the company.</li><li>Manage, operate, and optimize the financial modules in Odoo (Accounting &amp; Finance).</li><li>Prepare and analyze monthly, quarterly, and annual financial statements.</li><li>Develop and manage budgets, forecasts, and financial plans.</li><li>Manage cash flow and ensure continuous liquidity availability.</li><li>Establish and maintain relationships with banks and financial institutions.</li><li>Arrange loans, credit facilities, and financing solutions, and negotiate favorable terms.</li><li>Monitor accounts receivable and payable.</li><li>Ensure compliance with financial regulations, tax laws, and internal policies.</li><li>Coordinate with external auditors and relevant authorities.</li><li>Provide financial analysis and strategic recommendations to senior management.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, or Business Administration (Master&rsquo;s preferred).</li><li>Proven hands-on experience with Odoo Accounting.</li><li>Strong knowledge of financial reporting, budgeting, and taxation.</li><li>Demonstrated ability to secure funding and manage banking relationships.</li><li>Strong analytical, leadership, and decision-making skills.</li><li>Proficiency in Microsoft Excel and financial systems.</li><li>Ability to work under pressure and meet deadlines.</li></ul>Benefits:<ul><li>Competitive salary based on experience.</li><li>Professional and growth-oriented work environment.</li><li>Career development opportunities.</li></ul>Job Type: Full-time

Financial Loan Manager

TRE-CRED SOLUTIONS PRIVATE LIMITED

<ul><li>Drive home loan business through team management, lead generation and channel development to achieve monthly sales &amp; disbursement targets.</li><li>Recruit, train &amp; guide sales executives / channel partners / DSAs to ensure consistent sourcing pipeline.</li><li>Develop strong relationships with builders, property dealers &amp; real estate networks for steady business inflow.</li><li>Monitor daily field activities of the sourcing team and track lead funnel from enquiry to disbursement.</li><li>Conduct joint field visits &amp; customer meetings to support conversions and improve approval rate.</li><li>Ensure timely collection and verification of documents while maintaining quality and compliance standards.</li><li>Review sales performance metrics (lead generation, login, sanction, disbursement) and implement improvement plans.</li><li>Maintain market intelligence regarding competitors&rsquo; pricing, schemes, builder tie-ups and customer trends.</li><li>Coordinate closely with credit, operations, and disbursement teams for faster TAT and minimal bottlenecks.</li><li>Drive product mix including balance transfer, top-up &amp; related insurance offerings to increase revenue.</li><li>Resolve customer escalations &amp; service issues to uphold customer satisfaction and repeat business.</li><li>Ensure adherence to compliance, KYC, documentation &amp; regulatory norms in all sourcing activities.</li><li>Prepare weekly &amp; monthly MIS reports and share performance updates with management.</li><li>Create local marketing &amp; field activation plans to boost brand visibility and lead flow.</li><li>Monitor builder project approvals, technical/legal clearance status and align sales accordingly.</li></ul>Job Types: Full-time, PermanentPay: ₹12,000.00 - ₹25,000.00 per monthBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Provident Fund</li><li>Work from home</li></ul>Work Location: In personExpected Start Date: 20/01/2026

Home Loan Sales Manager

<ul><li>Collect, compile &amp; validate daily home loan business data including leads, logins, sanctions, disbursements &amp; rejections from branch/field teams.</li><li>Prepare daily, weekly &amp; monthly MIS reports to track business performance across sourcing channels and product categories.</li><li>Maintain accurate dashboards on loan pipeline movement &mdash; enquiry &rarr; login &rarr; sanction &rarr; disbursement.</li><li>Analyze approval &amp; rejection trends to identify bottlenecks, documentation gaps &amp; policy deviation reasons.</li><li>Provide insights on conversion metrics to sales management to improve productivity and TAT.</li><li>Monitor builder project status &amp; property pipeline for stage-wise disbursement planning and fund allocation.</li><li>Generate performance scorecards for sales executives, channel partners &amp; DSAs based on sourcing output and conversion rate.</li><li>Track competitor rates, schemes &amp; payout data and update management for pricing decisions.</li><li>Coordinate with sales, credit, technical &amp; disbursement teams to reconcile data discrepancies and maintain reporting accuracy.</li><li>Assist management with data for review meetings including forecasting, budgeting &amp; productivity analysis.</li><li>Ensure 100% data accuracy through regular audits, duplicate checks &amp; validation against system records.</li><li>Prepare presentation decks &amp; dashboards for senior management using Excel, Power BI or CRM analytics tools.</li><li>Monitor TAT (Turnaround Time) at every stage of loan processing and highlight delays for quick resolution.</li><li>Support regulatory &amp; audit requirements by maintaining complete and accurate records as per policy.</li><li>Publish actionable insights to help branches improve lead quality, login ratios &amp; disbursement performance.</li></ul>Job Types: Full-time, PermanentPay: ₹12,000.00 - ₹25,000.00 per monthBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Provident Fund</li><li>Work from home</li></ul>Work Location: In personExpected Start Date: 20/01/2026

Loan Portfolio Manager

Montpellier Resourcing

Up to £80,000 plus excellent bonus and benefitsPlease note this role is 5 days in the office. A leading, independent provider of commercial real estate, bridging finance, and buy-to-let mortgages is seeking a proactive and driven Relationship Manager to join their growing Commercial Real Estate team. The company specialises in offering tailored financial solutions to commercial real estate professionals, investors, and intermediaries. In this role, you will serve as the primary contact for a portfolio of commercial clients, driving engagement, retention, and new lending opportunities. You will work with loan management, underwriting, and business development teams to deliver an excellent client experience and ensure a smooth commercial property loan lifecycle.Duties of the Commercial Real Estate Relationship Manager to include:<ul><li>Client Relationship Management: Act as the lead point of contact for clients with commercial property portfolios, introducing them to the full scope of support available. Ensure high levels of service to secure repeat business and referrals.</li><li>Identifying & Growing Lending Opportunities: Re-engage previous commercial clients to explore future funding needs, identify opportunities for refinancing or expansion within their commercial property portfolios, and transition clients between products to maximise value.</li><li>Internal Collaboration: Liaise with all internal departments, including Loan Management, Legal, and Underwriting, to develop and execute relationship strategies for commercial clients. Support the Business Development team as needed.</li><li>Client Experience & Continuous Improvement: Support commercial property loan cases through the underwriting process, manage client feedback to recommend service improvements, and resolve client issues professionally. Stay informed on market trends and competitor activity.</li></ul>Requirements for the successful Commercial Real Estate Relationship Manager:<ul><li>Proven experience in relationship management within commercial real estate lending is essential</li><li>Strong understanding of commercial loan structures, products, and the UK property finance market.</li><li>Excellent interpersonal and communication skills.</li><li>Ability to manage multiple priorities and build long-term client relationships.</li><li>Knowledge of underwriting and loan servicing processes for commercial property.</li><li>Existing network of commercial property professionals or intermediaries.</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Commercial Real Estate Relationship Manager

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/Job Title:
 
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 
 
 
 Function/Department:
 
 Rural Banking
 
 
 
 Job Purpose
 
 
 
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Manage zoning activity to map household needs in villages and areas allocated.
 </li>
 <li>
 Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets.
 </li>
 <li>
 Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
 </li>
 <li>
 Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
 </li>
 <li>
 Nudge behavioral changes in customers to drive them towards online banking.
 </li>
 <li>
 Maintain high collections efficiency through discipline and drive.
 </li>
 <li>
 Monitor preparation of accurate documentation of loans and saving account.
 </li>
 <li>
 Coordinate with operations officer to ensure timely and accurate data entry.
 </li>
 <li>
 Ensure compliance as per the bank requirements.
 </li>
 <li>
 Conduct field audits and customer verifications to ensure high quality of accounts.
 </li>
 <li>
 Gather latest Market intelligence and track and benchmark against best practices in competitor banks.
 </li>
 <li>
 Recommend process changes in order to improve service efficiency and quality across the branch network.
 </li>
 <li>
 Provide support for implementation of livelihood advancement and community development initiatives.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 
 
 
 Experience:
 
 0 to 1 years of relevant branch banking experience.
</div>

Associate Relationship Manager-MEL

Up to £35,000 plus excellent bonus and benefitsPlease note, this role is 5 days a week in the officeAre you a highly organised and professional administrator with a passion for providing excellent customer service? We have an exciting opportunity for a Case Manager to join a leading specialist finance provider that offers tailored solutions to the UK property market.We have a fantastic opportunity for a Bridging Case Manager to join a well-established and expanding financial services provider based in Hertfordshire. This role is crucial to the success of the team, as you will be responsible for managing loan applications from initial inquiry to final completion.Key Responsibilities of the Case Manager Specialist Property Finance:<ul><li>Manage a pipeline of bridging loan applications, ensuring a smooth and swift process.</li><li>Communicate effectively with brokers and clients to obtain necessary documents and information, keeping them updated on the progress of their applications.</li><li>Provide outstanding service that builds strong relationships and encourages repeat business.</li><li>Support the Business Development Manager with administrative tasks, including managing correspondence and scheduling meetings.</li><li>Prepare key documentation such as Heads of Terms (HOTs) and Agreements in Principle (AIPs).</li><li>Maintain accurate records of all communication and client data within the company's CRM system.</li><li>Contribute to team meetings and provide weekly progress reports.</li><li>Handle property information and obtain valuation quotes.</li></ul>Requirements for the successful Case Manager Specialist Property Finance:<ul><li>Proven experience in a high-volume administrative or case management role.</li><li>Experience within a lending or mortgage environment is highly desirable.</li><li>Excellent communication skills, both written and verbal, with a professional and friendly telephone manner.</li><li>A high degree of organisation and attention to detail.</li><li>The ability to manage multiple priorities and work effectively under pressure.</li><li>A proactive, problem-solving attitude.</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Case Manager Specialist Property Finance

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10000 loan manager jobs NEAR_ME

Financial Loan Manager

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Case Manager Specialist Property Finance