loan portfolio manager

TRE-CRED SOLUTIONS PRIVATE LIMITED

<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

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 About the Role
 
 
 The
 
 Territory Manager
 
 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.
 
 
 Key Responsibilities
 
 
 
 Primary Responsibilities
 
 
 
 <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.
 
 
 </li>
 </ul>
 Secondary Responsibilities
 
 
 <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.
 
 
 </li>
 </ul>
 What We Are Looking For
 
 
 Education
 
 
 <ul>
 <li>
 Graduate in any discipline.
 </li>
 <li>
 Postgraduate qualification is preferred.
 
 
 </li>
 </ul>
 
 Experience
 
 
 
 <ul>
 <li>
 Minimum 2 years of relevant experience in sales, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
 
 
 </li>
 </ul>
 Skills and Attributes
 
 
 <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

Tata Capital Ltd

<div><div><div><div><div>&middot; To underwrite mortgage business and manage the portfolio in assigned branch/location 
 </div></div> 
</div></div><div><div><div><div>Core Responsibilities:
o Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities.
o Under write proposals as per the laid down policies &amp; procedure to honour the agreed SLAs and manage city/area business volumes.
o Conduct personal discussion with customers to establish credit worthiness and ensure completion of credit/KYC documents and verification- telephonic, field &amp; collateral visits.
o Assess income to obligation ratios, loan to value ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance over long tenures.
o Maintain Portfolio MIS, Delinquency MIS and other operations related MIS of the cluster and regularly reporting the same.
o Build and facilitate the best outcomes for clients by building and leveraging effective relationships with third parties
o Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems
o Exceed service quality standards and strive for continuous process improvement
o Undertake critical review of the credit proposals with a view to bring out the industry, business, financial, management and facility structure risk contained in the credit proposal.
o Ensure collateral and other credit risk mitigation to facilitate the approving authority to take decision on the credit proposal.
o Enable quick turnaround time of credit lending proposals for the mortgage business comprising of loan against property, and home loan business in close liaison with the sales team.
o Undertake ongoing review of the credit exposures to ensure that the exposure continues to be bankable.
o Facilitate critical review and documentation of the proposals and effectively monitor the client &amp; collateral creditworthiness from the pre sanction to post disbursement phase &amp; undertaking steps for risk mitigation, whenever required, while ensuring adherence to legal &amp; documentation norms &amp; policies
o Manage the credit underwriting function of his/her branch and facilitate quick turnaround of credit lending proposals for the branch in close liaison with the local credit analysts and sales team.
o Follow up and ensure recovery of quick mortality cases between 12 -18 MOV. 
<div><div><div><div>Qualification : Graduate, Masters/Post Graduate
Certifications : CA/MBA (Preferable)</div></div></div></div></div></div></div></div></div>

Manager - Retail Credit - Credit - Housing - EM - Ariyalur - Jamin Plaza - JM

KFS Recruitment

Portfolio managementOur client is a well-established, dynamic and successful lender of short-term property finance working with property professionals throughout the UKWe are looking for a talented and proactive portfolio manager/Loan book Manager with good experience in a property environment to work independently and alongside the Managing Director and Financial Controller to manage a growing and diverse loan book/portfolio.Providing exceptional customer service and working closely with Clients.A key part of the role will be managing the recovery process and managing property where necessary which will involve liaising with Solicitors. LPA receivers and Property professionals/agents.The role will include supporting the director with the operational side of the business by producing statements, redemption statements and other financial reports.It is an interesting and diverse role which will involve the full loan book management and property portfolio management. A high level of Customer service is essential<ul><li>Developing and documenting procedures and policies to effectively monitor and communicate any overdue payments from borrowers in liaison with the managing director and financial controller</li><li>Monitor timely payments of loan interest </li><li>Property and property development experience</li><li>Liaising with Solicitors and professionals effectively managing the loan recovery process.</li><li>Managing loan book management software system</li><li>Monitor and managing loans which are over term</li><li>Portfolio management- working will Estate agents when required.</li><li>Property management</li><li>Ensuring files are kept up to date with latest correspondence</li><li>Ad hoc tasks as and when required</li></ul>Your skills will include: <ul><li>Attention to detail</li><li>Strong organisation skills</li><li>A team player</li><li>Confidence to deal with a range of stakeholders</li><li>Excellent written skills and the ability to quickly build professional working relationships</li><li>Excellent communication skills</li><li>Confident and proactive approach</li><li>Experience using Excel and Word and Outlook</li></ul>Additional information:<ul><li>Location: Manchester - 100% office based </li><li>Salary: up to £65,000</li></ul>

Portfolio Manager

HDB Financial Services Ltd.

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

Cluster Manager

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds.
 
 
 
 
 
 In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavoured deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance). Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 <ul>
 <li>
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to waivers and amendments, quarterly write ups for loans under watch. In close coordination with respective deal/client teams.
 </li>
 <li>
 Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG client teams any early warning signals of credit deterioration, concerns, or ideas for commercial opportunities
 </li>
 <li>
 Ensure timely propagation of internal rating decisions within the internal IT systems.
 </li>
 <li>
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or loans under watch &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 </li>
 <li>
 Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG client team.
 </li>
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 Review quarterly or annual information provided by client, connect to lender or investor calls organized by clients and relay summaries of meaningful information to LATFG team manager and respective LATFG client team.
 </li>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new deals as part of the origination deal team.
 </li>
 </ul>
 
 
 
 
 2) Contribute to internal and regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 </li>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 strong quantitative and qualitative analytical skills
 </li>
 <li>
 prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 reliability, attention to detail and quality outputs,
 </li>
 <li>
 good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC &amp; senior representatives from Bus Line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive
 </li>
 </ul>
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

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

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