loan operations manager

IDFC FIRST Bank

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title &ndash;
 </strong>
 Branch Operations Manager- MBL
 <br/>
 <br/>
 <strong>
  Business Unit
 </strong>
 &ndash; Retail Banking
 <br/>
 <br/>
 <strong>
  Function
 </strong>
 &ndash; Micro Business Loans
 <br/>
 <br/>
 <strong>
  Job Purpose:
 </strong>
 <strong>
  Branch Operations Manager is responsible for day to day operations of the branch including Disbursement and customer relationship
  <br/>
  <br/>
 </strong>
 <strong>
  Roles &amp; Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Responsible for managing Micro business loan Disbursement.
  </li>
  <li>
   To maintain TAT &amp; Quality of the files at the time disbursement
  </li>
  <li>
   Checking and disbursement of MBL cases on system based on the Company policy and parameters
  </li>
  <li>
   To co-ordinate with all Stake Holders like Sales, Credit, FCU on a regular basis for process and policy changes and daily work
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Educational Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  Graduate &ndash; Any
  <br/>
  <br/>
 </strong>
 <strong>
  Post Graduate &ndash; Any (Optional)
  <br/>
  <br/>
 </strong>
 <strong>
  Experience:
 </strong>
 Minimum of 3 Years of experience in Operations/ Customer Service.
</div>


Branch operation manager

Oaktree Capital Management

<div></div><div><div>The Manager position for Bank Debt Servicing is responsible for timely and accurate processing of all post-settlement bank debt activity and ensuring all loan attributes are accurately reflected in Oaktree systems. This includes working with Agent Banks, Custodians, and Third-Party Administrators to resolve any cash or position differences.</div><div></div><div>
Scope and Responsibilities</div><div></div><ul><li>
Monitor bank loan events and ensure activity is processed accurately and timely across multiple accounts, funds, and special purpose vehicles</li><li>
Monitor data feeds and resolve exceptions to ensure activity is reflected accurately by end of day.</li><li>
Process drawdown requests, including validating amounts across lenders, obtaining approvals, and coordinating payment.</li><li>
Work with the Bank Debt settlement team to ensure events taking place between trade and settlement are accounted for and properly attributed to the settlement of trades.</li><li>
Work with the Corporate Actions team to ensure events are captured and processed timely and accurately.</li><li>
Work with Agents, Custodians, and other parties to effectively research and resolve reported cash, position, and loan attribute differences.</li></ul><div></div><div>
Experience Required</div><div></div><ul><li>
8+ years relevant operations experience; specific expertise and knowledge of syndicated and private loans.</li><li>
Interacting with front office personnel, accounting teams, agents, and custodian banks.</li><li>
Using industry utilities and software platforms such as Wall Street Office, ClearPar, and SS&amp;C Loans</li><li>
Comprehensive knowledge of agent notices including activity types and formats.</li><li>
Knowledge and understanding of Advent&rsquo;s Geneva Accounting system</li></ul><div></div><div>
Personal Attributes</div><div></div><ul><li>
Excellent interpersonal, verbal and written communication skills.</li><li>
Strong initiative and a self-starter with a proven ability to work under minimal supervision.</li><li>
Strong quantitative and analytical skills.</li><li>
Ability to multi-task and work well under pressure.</li><li>
Collaborative, team-oriented individual with strong sense of integrity and professionalism</li></ul><div></div><div>
Education</div><div></div><div>
A Bachelor&rsquo;s degree is required.</div><div></div><div><i>
Oaktree Capital Management, L.P. is an equal opportunity employer</i></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager - Bank Debt Servicing

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Loan Servicing Specialist &ndash; Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.</p><p><b>
Job Summary</b></p><p>
As a Loan Servicing Specialist &ndash; Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro &amp; Past Due Reconciliation, allowing you to make a significant impact on our operations.</p><p><b>
Job Responsibilities</b></p><ul><li>
Adhere to established QUALITY &amp; QUANTITY SLAs consistently.</li><li>
Ensure 100% compliance with process-related policies, guidelines, and controls.</li><li>
Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.</li><li>
Support the secondary trading desk with trade booking and settlements.</li><li>
Liaise with bank departments and external contacts, including Borrowers and Trustees.</li><li>
Follow up timely with agents or customers for any missing notifications.</li><li>
Complete all funding within the SLA on the same day.</li><li>
Serve as the SME and first internal POC for process-related queries and clarifications.</li><li>
Act as the first point of escalation for process-related issues from customers.</li><li>
Pay attention to detail to ensure all documents are processed correctly.</li><li>
Identify changes to processes to improve productivity and efficiency.</li></ul><p><b>
Required qualifications, capabilities and skills</b></p><ul><li>
Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.</li><li>
Minimum 6 months of experience in the financial services industry with a proven track record of delivery.</li><li>
Understand business financial statements, cash flow capacity, and loans across various industries.</li><li>
Exhibit strong research, analytical, and comprehension skills to analyze large data sets.</li><li>
Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.</li><li>
Utilize effective time management and prioritization skills to achieve business objectives.</li><li>
Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments</li></ul><p><b>
Preferred qualifications, capabilities and skills</b></p><ul><li>
Build relationships with clients, internal partners, and peers effectively.</li><li>
Recognize issues or problems that need to be escalated promptly.</li><li>
Develop domain learning and exhibit strong interpersonal and communication skills.</li><li>
Apply analytical thinking and problem-solving skills effectively.</li><li>
Understand the product lifecycle and area product management thoroughly.</li></ul>
<b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Loan Servicing - Operations Analyst

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 Loan Servicing Specialist &ndash; Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.
 <br/>
 <br/>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 As a Loan Servicing Specialist &ndash; Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro &amp; Past Due Reconciliation, allowing you to make a significant impact on our operations.
 <br/>
 <br/>
 <strong>
  Job Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Adhere to established QUALITY &amp; QUANTITY SLAs consistently.
  </li>
  <li>
   Ensure 100% compliance with process-related policies, guidelines, and controls.
  </li>
  <li>
   Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
  </li>
  <li>
   Support the secondary trading desk with trade booking and settlements.
  </li>
  <li>
   Liaise with bank departments and external contacts, including Borrowers and Trustees.
  </li>
  <li>
   Follow up timely with agents or customers for any missing notifications.
  </li>
  <li>
   Complete all funding within the SLA on the same day.
  </li>
  <li>
   Serve as the SME and first internal POC for process-related queries and clarifications.
  </li>
  <li>
   Act as the first point of escalation for process-related issues from customers.
  </li>
  <li>
   Pay attention to detail to ensure all documents are processed correctly.
  </li>
  <li>
   Identify changes to processes to improve productivity and efficiency.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications, Capabilities And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
  </li>
  <li>
   Minimum 6 months of experience in the financial services industry with a proven track record of delivery.
  </li>
  <li>
   Understand business financial statements, cash flow capacity, and loans across various industries.
  </li>
  <li>
   Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
  </li>
  <li>
   Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
  </li>
  <li>
   Utilize effective time management and prioritization skills to achieve business objectives.
  </li>
  <li>
   Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications, Capabilities And Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build relationships with clients, internal partners, and peers effectively.
  </li>
  <li>
   Recognize issues or problems that need to be escalated promptly.
  </li>
  <li>
   Develop domain learning and exhibit strong interpersonal and communication skills.
  </li>
  <li>
   Apply analytical thinking and problem-solving skills effectively.
  </li>
  <li>
   Understand the product lifecycle and area product management thoroughly.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ABOUT US
  <br/>
  <br/>
 </strong>
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 <br/>
 <br/>
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>


HDB Financial Services Ltd.

<div>
 <strong>
  Job Role
  <br/>
  <br/>
 </strong>
 Driving gold loan business across all branches in coordination with Area Managers, Territory Manager, Branch team, Direct sales team and gold loan executives.
 <br/>
 <br/>
 Manages multiple districts within a region and adjusts sales goals and procedures as appropriate for each district.
 <br/>
 <br/>
 Recommend product or service enhancements to improve customer satisfaction and sales potential.
 <br/>
 <br/>
 Evaluates and implements appropriate new sales techniques to increase the region's sales volume.
 <br/>
 <br/>
 Monitor and review sales team productivity and take timely corrective actions.
 <br/>
 <br/>
 Recruitment of sales team , motivating them through local contest and rewards recognition program.
 <br/>
 <br/>
 Launch new branches for gold loan business in region Responsible for Sales, Training, Audit, Collection, Auction for the region.
 <br/>
 <br/>
 Coordination with Admin, training, Human resource and policy team for speedy launch.
 <br/>
 <br/>
 Responsible for building healthy and profitable portfolio for the Gold Loan Business.
 <br/>
 <br/>
 Keep track of collection and ensure delinquency remain below permissible limits.
 <br/>
 <br/>
 Coordinate with Risk and Branch team for timely audit auction.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 Business Development.
 <br/>
 <br/>
 Team Management.
 <br/>
 <br/>
 Operations Management.
 <br/>
 <br/>
 Product Enhancement.
</div>


Cluster Manager

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 About the Role
 <br/>
 <br/>
 The
 <strong>
  Territory Manager
 </strong>
 is responsible for sourcing loans through Direct Selling Agents (DSAs) and existing channel partners, while building and maintaining a high-quality loan portfolio. Based in Mumbai, the role involves managing a team, fostering strong relationships, and ensuring effective communication across various channels. The role holder must ensure strict adherence to internal policies and regulatory guidelines, balancing business growth with risk management to support the broader objectives of the bank.
 <br/>
 <br/>
 Key Responsibilities
 <br/>
 <br/>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Source and manage business through DSAs and other market channels.
  </li>
  <li>
   Acquire new customers and ensure consistent loan disbursement volumes.
  </li>
  <li>
   Maintain a high-quality loan portfolio by minimizing delinquencies and rejections.
  </li>
  <li>
   Stay updated on retail asset products, operations, and current market trends.
  </li>
  <li>
   Identify evolving market dynamics and develop strategies for channel development and customer acquisition.
  </li>
  <li>
   Deliver high-quality customer service and ensure customer satisfaction.
  </li>
  <li>
   Recommend improvements to sales processes and policies to enhance operational efficiency and service quality.
   <br/>
   <br/>
  </li>
 </ul>
 Secondary Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Collaborate with internal teams to support automation and digital initiatives.
  </li>
  <li>
   Contribute to the bank&rsquo;s growth targets by supporting strategic sales and service initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 What We Are Looking For
 <br/>
 <br/>
 Education
 <br/>
 <br/>
 <ul>
  <li>
   Graduate in any discipline.
  </li>
  <li>
   Postgraduate qualification is preferred.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Minimum 2 years of relevant experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
   <br/>
   <br/>
  </li>
 </ul>
 Skills and Attributes
 <br/>
 <br/>
 <ul>
  <li>
   Strong understanding of retail lending products and credit operations.
  </li>
  <li>
   Proven ability to manage sales channels and drive business growth.
  </li>
  <li>
   Excellent verbal and written communication skills in English are essential..
  </li>
  <li>
   Analytical mindset with a focus on portfolio quality and risk management.
  </li>
  <li>
   Ability to lead teams and coordinate with multiple stakeholders.
  </li>
  <li>
   High level of integrity and commitment to compliance.
  </li>
 </ul>
</div>


Territory Manager-Business Loan

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Role/Job Title:
 </strong>
 Associate Relationship Manager-Micro Enterprise Loan(MEL)
 <br/>
 <br/>
 <strong>
  Function/Department:
 </strong>
 Rural Banking
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Roles &amp; Responsibilities
  <br/>
  <br/>
 </strong>
 <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.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education Qualification
  <br/>
  <br/>
 </strong>
 Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate.
 <br/>
 <br/>
 <ul>
  <li>
   Experience: 0 to 1 years of relevant branch banking experience.
  </li>
 </ul>
</div>


Relationship Manager-Individual

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