senior commercial loan officer

auricoe

A well respected, high-growth organisation based in London is looking for a highly motivated and resourceful Associate to join their Loan Agency team. The successful candidate will have experience in loan agency, preferably within the European commercial real estate finance sector, alongside strong Excel capability. Knowledge of securitised products, loan documentation, and interest calculations are essential. Spanish language skills are also a MUST. This is a hybrid role - 3 days in the office, 2 days from home.Associate, CRE Loan Agency Responsibilities<ul><li>Manage a portfolio of syndicated and bilateral UK and European commercial real estate investment and development loans.</li><li>Work closely with Legal and, where necessary, external counsel, reviewing relevant finance documents prior to loan closing and through the life of the loan.</li><li>Create financial models, diarise conditions subsequent, construction milestones and any other significant events, including the provision of borrower reporting, in-line with the relevant finance documents.</li><li>Liaise with borrowers and their representatives in relation to ensuring reporting and other information required under the relevant finance documents are provided in a timely manner.</li><li>Coordinate with lenders, borrowers and their respective lawyers in respect to loan redemptions, restructuring, amendments, waivers and other adhoc requests.</li><li>Process transfers, set up waterfalls and review back-office calculations.</li><li>Liaise with project monitors, borrowers and lenders with regard to drawdowns and calculating lender splits, if required.</li><li>Instruct valuations.</li></ul>The candidate must be capable of working independently, be able to work to tight deadlines, be exceptionally detail orientated and able to prioritise their work flows accordingly.Associate, CRE Loan Agency Skills & Experience<ul><li>Minimum 2 years' loan servicing experience in finance, real estate or a related field.</li><li>Fluent Spanish.</li><li>Solid analytical skills with interim to advanced level ability of Excel.</li><li>Strong organisational and communication skills and must work well within a team.</li><li>Have the personality and resilience to thrive in a fast moving and pressurised environment and be driven/determined to see tasks through to completion.</li><li>The ability to multi-task and meet deadlines.</li></ul>The right candidate will enjoy a supportive environment and gain valuable experience, further expanding their knowledge and career in the Real Estate Finance sector.If this sounds interesting and you feel you're a good match please send in your CV for immediate review.

Associate, Commercial Real Estate Loan Agency - Spanish Speaker

Satori Mortgage

<div>Benefits: 
<ul><li>Opportunity for advancement</li>
<li>Training &amp; development</li>
</ul> 
If you&rsquo;re the kind of person who&rsquo;s already proven you can fund loans&hellip; but you&rsquo;re hungry for the tribe, training, and leadership that can take you from &ldquo;solid&rdquo; to &ldquo;undeniable,&rdquo; keep reading. 
 
If you&rsquo;ve closed loans, built relationships, and learned the game, but you know you&rsquo;re nowhere near your ceiling&hellip; 
 
If you wake up with that itch to grow, to compete, to belong to something bigger&hellip; 
 
If you&rsquo;ve worked at companies where you were just a number, where no one really coached you, pushed you, or showed you what mastery looks like&hellip; 
 
Then this is the career-defining upgrade you&rsquo;ve been waiting for. 
 
Welcome to the Hardcore Broker environment &mdash; where discipline meets family, where speed meets strategy, and where hungry loan officers become elite producers. 
 
<h1 class="jobSectionHeader">THE MISSION</h1>
 
This isn&rsquo;t about &ldquo;joining another mortgage company.&rdquo; 
 
 This is about stepping into a tribe built for high-performers who want to 10x their production, sharpen their craft, and build a legacy. 
 
We&rsquo;re growing a team of seasoned loan officers who want: 
 
<ul><li>More ways to generate business 
</li><li>More coaching, more accountability, more growth 
</li><li>More community, more collaboration, more firepower 
</li><li>More impact, on clients, partners, and the people they lead 
</li></ul>Your mission is simple: 
 
 Become the most complete, unstoppable version of yourself as a loan officer, while helping build the tribe alongside you. 
 
<h1 class="jobSectionHeader">WHAT YOU&rsquo;LL DO</h1> 
Hunt, build, and expand your own business with modern, proven strategies 
<ul><li>
</li>Work directly with leadership and new LOs to elevate the entire team 
<li>
</li>Implement elite follow-up, prospecting, branding, and relationship systems 
<li>
</li>Lead by example inside a high-energy, zero-excuse performance culture 
<li>
</li>Plug into daily, weekly, and monthly coaching designed for serious growth 
<li>
</li>Execute the systems, tools, and frameworks that are already producing elite results 
<li>
</li><li>Become part of a team that trains harder, supports stronger, and wins bigger 
</li></ul><h1 class="jobSectionHeader">WHAT YOU&rsquo;LL GET</h1>
 
This is where we separate from the industry. 
 
Elite-Level Training 
 
Sales, marketing, agent attraction, lead gen, systems, branding, business planning, everything. 
 
Next-Level Systems 
 
AI tools, lead gen frameworks, battle-tested pipelines, and high-performance processes that you plug into on day one. 
 
Leadership &amp; Mentorship 
 
Real coaching. Real accountability. Real development. No wasted days. 
 
Brand Power 
 
You&rsquo;ll be part of a Hardcore, nationally growing brand with a dedicated tribe behind you. 
 
Community 
 
A tight-knit, competitive, family-style culture where everyone pushes each other higher. 
 
Compensation &amp; Opportunity 
 
High upside. Leadership paths. Team-building opportunities. The room to grow into something massive. 
 
If you want &ldquo;just a job,&rdquo; this isn&rsquo;t it. 
If you want a forever home, you&rsquo;re in the right place. 
 
<h1 class="jobSectionHeader">THIS ROLE IS NOT FOR YOU IF&hellip;</h1> 
 
You avoid accountability 
<ul><li>
</li>You resist coaching or feedback 
<li>
</li>You need hand-holding 
<li>
</li>You get uncomfortable with urgency 
<li>
</li>You complain more than you execute 
<li>
</li>You want to stay &ldquo;comfortable&rdquo; instead of get better 
<li>
</li>You&rsquo;re looking for a place to hide instead of grow 
<li>
</li></ul><h1 class="jobSectionHeader">THIS ROLE IS FOR YOU IF&hellip;</h1> 
 
You&rsquo;ve had success, and want MORE 
<ul><li>
</li>You want to 10x your production 
<li>
</li>You want to be part of a real tribe, not a loose collection of LOs 
<li>
</li>You want elite mentorship and systems 
<li>
</li>You want to build, grow, lead, and compete 
<li>
</li>You&rsquo;re disciplined, coachable, and ready to level up 
<li>
</li>You want a permanent home where you can evolve into your highest level 
<li>
</li>You&rsquo;re ready to work in a Hardcore, high-energy, zero-excuse environment 
<li>
</li></ul><h1 class="jobSectionHeader">HOW TO APPLY / WHAT TO EXPECT NEXT</h1>
 
Send a quick message or resume. 
 
 We&rsquo;ll schedule a conversation, not an interview, to see if this is the right home for you and if you&rsquo;re the right fit for the tribe. 
 
If you&rsquo;re ready for the next-level version of your career&hellip; 
 If you&rsquo;re ready for a team that actually builds you&hellip; 
 
Then take the step. 
 
Your next chapter starts here. 
 
This is a remote position.</div>

Elite Experienced Loan Officer

BMO US

320 S Canal Street Chicago Illinois,60606
 
<div>Provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.<ul><li>
Structuring, negotiating and supervising the documentation of corporate finance transactions involving senior debt, mezzanine debt and/or equity.</li><li>
Serving as a strategic partner for businesses in support of building and managing a varied investment portfolio.</li><li>
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.</li><li>
May participate in the design of legal advice strategies &amp; approaches for the unit activity and making recommendations to minimize legal issues.</li><li>
Acts as the prime subject matter expert for internal/external stakeholders.</li><li>
Exercises judgement on complex, confidential and sensitive matters</li><li>
Identifies and resolves moderately complex issues.</li><li>
Determines root causes and negotiates resolutions.</li><li>
Delivers legal advice, instructs external counsel and ensures compliance with internal policies &amp; procedures for a single or small number of function(s).</li><li>
Acts as a subject matter expert on relevant laws, regulations and policies.</li><li>
Resolves daily issues and/or escalates with appropriate analysis and/or recommendations.</li><li>
Identifies risks and implements appropriate actions to mitigate them.</li><li>
Implements areas of improvement to ensure consistency with market place.</li><li>
Builds effective relationships with internal/ external stakeholders.</li><li>
Geographic scope: up to global.</li><li>
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.</li><li>
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.</li><li>
Implements changes in response to shifting trends.</li><li>
Broader work or accountabilities may be assigned as needed.
Qualifications:</li><li>
Typically 7 years of legal practice or an equivalent combination of education and experience with commercial lending.</li><li>
Degree in law (LLB or JD) and license to practice law in relevant jurisdiction.</li><li>
Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required.</li><li>
Prior experience representing (as inside or outside counsel) insurance companies, banks, private credit funds or other institutional investors in corporate finance and/or leveraged finance transactions.</li><li>
Familiarity or prior experience with the federal securities laws.</li><li>
Knowledge of business and regulatory environment in which BMO Financial Group operates.</li><li>
Advanced knowledge of commercial lending.</li><li>
Advanced knowledge of subject matter legal requirements and the operations of a single client group.</li><li>
Negotiation skills - in depth.</li><li>
Verbal &amp; written communication skills - In-depth / Expert.</li><li>
Analytical and problem solving skills - In-depth / Expert.</li><li>
Influence skills - In-depth / Expert.</li><li>
Collaboration &amp; team skills; with a focus on cross-group collaboration - In-depth / Expert.</li><li>
Able to manage ambiguity.</li><li>
Data driven decision making - In-depth / Expert.</li></ul>
Salary:
$132,600.00 - $247,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Senior Counsel- Commercial Lending/Private Credit

320 S Canal Street Chicago Illinois,60606
 
<div>Senior Manager, Early Talent &amp; New Hire Programs - US Commercial Bank
The Senior Manager, Early Talent and New Hire Programs plays a critical role in shaping the future of US Commercial Bank workforce by creating inclusive, high-impact experiences that accelerate role readiness, engagement and retention. The role is responsible for designing, delivering, and continuously improving programs that support the attraction, onboarding, and development of new to BMO, Commercial Bank, role and early-career talent. The role requires expert-level program and change management skills to manage complex initiatives.
Core Responsibilities:<ul><li>
Program design and strategy: Own and lead the development and evolution of early talent programs, such as Credit Analyst Development Program and Internship along with New Hire. Conduct needs analyses to define program requirements and design a strategy that aligns with overall business goals.</li><li>
End-to-end program management: Drive the execution of all program components, which includes planning, stakeholder management, change management, and communications. Creates learning journey, roadmap and coordinate activities to ensure resources and budgets are synchronized and deadlines are met.</li><li>
Talent attraction and development: Collaborate with Talent Acquisition to attract and recruit early talent. Enable the career development of new hires to build key capabilities needed by the business.</li><li>
Stakeholder management: Build strong, collaborative relationships with internal stakeholders across the organization, including senior leaders and HR partners. Serve as a subject matter expert and trusted advisor to provide strategic input and recommendations.</li><li>
Monitoring and improvement: Monitor and track the progress of programs, assess outcomes, and use data to identify insights. Continuously review and update programs to ensure they are competitive and effective.</li><li>
Communication and culture: Create and manage internal communication plans for career programs and foster a culture that aligns with BMO's purpose, values, and strategy, including promoting inclusion. Collaborating with Corporate Communications to lead external campaigns that highlight Early Talent Programs.</li><li>
Vendor and SME oversight: maintains relationships and ensures regular reviews are in place, key performance indicators are monitored, service level agreements are met and service costs are kept within budget.</li><li>
Industry Insights: monitor industry developments and continuously update programs to ensure they are competitive and effective</li><li>
Team Leadership: Lead and develop a small team or cross-functional working group focused on early talent and onboarding initiatives.</li></ul>
Qualifications:<ul><li>
7+ years of relevant experience, preferably with a focus on designing and scaling early talent and/or onboarding programs across large organizations.</li><li>
Experience in Commercial Bank is an asset</li><li>
Post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
Strategic thinking, project and program management, and stakeholder management &ndash; In-depth/Expert</li><li>
Experience in adult learning principles, learning design and facilitation - In-depth/Expert.</li><li>
Attention to detail with a focus on execution &ndash; In-depth/Expert.</li><li>
Verbal &amp; written communication skills - In-depth / Expert.</li><li>
Analytical and problem-solving skills with an ability to manage ambiguity - In-depth / Expert.</li><li>
Influence skills - In-depth / Expert.</li><li>
Collaboration &amp; team skills, with a focus on cross-functional leadership - In-depth / Expert.</li><li>
Data driven decision making &ndash; In-depth / Expert</li><li>
Familiarity with learning technologies and platforms</li></ul>
Salary:
$102,000.00 - $190,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Senior Manager, Early Talent and New Hire Programs - US Commercial Bank

World Business Lenders, LLC

<div>About World Business Lenders (www.wbl.com)
World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding. WBL services its loan portfolio and loan portfolios for third parties, specializing in the management of non-performing loan pools and REO.
WBL is a U.S.-based company with a 100% remote workforce.
This is a remote Contract/Consultant position.
Working hours will be 9:00am-6:00pm Eastern Time, Monday through Friday.
The job requires excellent oral and written command of the English language. Resumes must be submitted in English.
Location:
<ul><li>100% Remote for Turkey, LATAM and India</li></ul>
Requirements<h3 class="jobSectionHeader">
Job Duties and Responsibilities</h3>
We are seeking a Corporate Legal Compliance Team Lead to oversee regulatory compliance related to corporate operations, contract governance, and licensing requirements across U.S. federal and state frameworks. The ideal candidate will have hands-on experience ensuring adherence to laws impacting corporate transactions, lending activities, and regulatory reporting obligations<ul>
<li>
Assist in the execution of the compliance program, including monitoring the effectiveness of controls, managing regulatory reporting obligations, and ensuring adherence to corporate policies and procedures.
</li><li>Assist in ensuring compliance with U.S. federal and state regulatory requirements related to contract law, licensing, consumer protection, and business operations, including residential and commercial lending.
</li><li>Support cross-functional teams in interpreting and implementing new regulatory obligations impacting lending, contract governance, and corporate compliance frameworks.
</li><li>Monitor regulatory environments to identify emerging compliance risks and requirements; develop strategic responses and guide cross-functional teams in implementing risk-based solutions aligned with business objectives.
</li><li>Support the Compliance Officer during regulatory examinations and internal audits, ensuring timely and accurate responses to regulatory inquiries.
</li><li>Foster a culture of compliance by collaborating with business teams and supporting the delivery of training programs.
</li><li>Oversee the development of reports and analytics for senior management, and assess the need for new licenses.
</li><li>Contribute to the design and development of controls by translating AML/CTF regulatory requirements and other applicable U.S. regulatory obligations into actionable measures.
</li><li>Supervise the ongoing development of compliance testing programs.
</li><li>Serve as a key advisor and deputy to the Compliance Officer, supporting strategic initiatives, special projects, and critical compliance matters.
</li><li>Travel to the U.S. as needed for on-site requirements.</li>
</ul>
REQUIREMENTS<ul>
<li>
Law degree from a nationally accredited U.S. law school.
</li><li>6&ndash;10 years of experience practicing law within a law firm; in-house experience is a plus.
</li><li>5&ndash;10 years of regulatory and compliance experience within the residential mortgage banking industry across the United States.
</li><li>Strong knowledge of U.S. federal and state laws, regulations, and licensing requirements related to residential and commercial mortgage lending as well as corporate governance.
</li><li>Proven ability to draft, review, and negotiate legal documents, supported by advanced legal research and writing skills.
</li><li>Strong analytical and critical-thinking abilities, demonstrating sound business judgment and effective problem-solving skills.
</li><li>Exceptional command of English, both written and verbal.
</li><li>Excellent organizational and communication skills, with keen attention to detail and strong follow-through.
</li><li>Ability to thrive in a fast-paced, deadline-driven environment while managing multiple priorities effectively.
</li><li>Highly proactive and resourceful, with the ability to build effective working relationships across teams and departments.
</li><li>Proficient in Microsoft Office and Adobe applications.
</li><li>Valid U.S. visa required.</li>
</ul>
Benefits<ul>
<li>
CONTRACT/CONSULTANCY POSITION</li>
<li>PTO Available</li>
<li>USD salary
</li><li>100% Work from home</li></ul></div>

REMOTE - Corporate Compliance Team Lead

Finmart Financial Services LLC

Sales Strategy & Business DevelopmentDevelop and implement monthly, quarterly, and annual sales plans for personal loans.Set sales targets for the team and monitor progress against KPIs. Identify potential customer segments and explore new business opportunities.Collaborate with marketing to design campaigns that generate qualified leads.Conduct competitor analysis and recommend strategies for market positioning.Team Leadership & ManagementRecruit, train, and develop a high-performing sales team (targeted team strength to be 100+ employees) Conduct daily/weekly sales meetings to review targets, pipeline, and challenges. Provide coaching and mentoring to improve selling techniques, objection handling, and compliance awareness.Manage performance appraisals, incentive structures, and disciplinary actions where required.Ensure a culture of accountability, teamwork, and customer-centric service.Customer Acquisition & Relationship ManagementDrive lead generation activities including branch walk-ins, digital channels, referrals, and partnerships.Oversee the sales process from prospecting to loan disbursement. Maintain relationships with high-value customers and institutional partners.Ensure prompt resolution of customer queries and complaints.Portfolio & Credit Quality Management Ensure all loan applications meet company credit policies and regulatory requirements. Review loan files for accuracy and completeness before submission to credit teams. Maintain acceptable portfolio quality by implementing proactive risk controls. Track and report loan disbursement volumes vs. target achievement.Compliance & Governance Ensure 100% compliance with internal policies, audit requirements, and central bank regulations.Train the sales team on KYC, AML, and responsible lending practices.Maintain accurate documentation and timely submission of MIS reports. Implement ethical selling practices with no misrepresentation of loan terms.Reporting & Performance TrackingPrepare and submit daily, weekly, and monthly sales performance reports.Track productivity per sales officer, conversion ratios, and lead-to-loan cycles. Present sales performance and portfolio health updates to senior management. Recommend process improvements and new initiatives for efficiency.<h2>Key Performance Indicators (KPIs)</h2>Achievement of monthly/quarterly personal loan sales targets.Growth in customer acquisition and loan disbursement volumes.Customer satisfaction and retention. Team productivity and attrition rate.<h2>Competencies</h2> Sales & target orientation Leadership & team management Customer relationship managementAnalytical & problem-solving skillsMarket awareness & business acumen

Sales Manager - Personal Loans

First Abu Dhabi Bank

Job Title Customer Retention and Loan Processing Officer Dubai, UAE Job Description Customer Retention and Loan Processing Officer Dubai, UAE Role Summary First Abu Dhabi Bank (FAB) is seeking a dedicated Customer Retention and Loan Processing Officer to manage loan documentation, customer interactions, and application processing. This Dubai-based role involves supporting loan settlements, conducting document verification, submitting applications, and enhancing customer retention through effective engagement and service delivery. Job Details Location: United Arab Emirates Location: Dubai Industry: Banking / Mortgage Professionals Function: Customer Service Gender: Any Candidate Nationality: Any Candidate Preferred Location: Any Job Type: Full-time What You ll Do * Collect, verify, and process customer documents with precision and compliance * Review originals, validate authenticity, and apply required certifications * Manage DD settlements for competitor acquisitions and input applications into CAS and LMS * Explain loan features and approvals to customers, including interest, bullet loans, and terms * Upload documents into the Document Management System (DMS) and log case progress into MIS * Provide daily, weekly, and monthly status reports to management * Coordinate with internal teams to ensure timely case disbursement * Identify retention opportunities and escalate concerns or competitor insights * Ensure safe custody of originals and flag any unethical behavior to management * Assist customers at branch or retention center, guiding them in filling forms and understanding offerings * Comply with all policies and maintain service quality standards * Support other team members when needed and provide administrative assistance Ideal Profile * Bachelor s degree required * 1 2 years of experience in banking or similar financial services role * Proficient in UAE banking systems, document compliance, and product features * Excellent negotiation and customer service skills * Able to perform basic financial screening and client profiling * Collaborative, organized, and attentive to operational detail * Strong interpersonal and reporting capabilities * Knowledge of campaign handling, loan structures, and digital banking tools

Customer Retention and Loan Processing Officer

Search 10000+ Senior commercial loan officer jobs near you this November. New roles added regularly across leading industries. Apply today.