Job Summary

We are seeking a highly experienced Associate Director –
Transactions & Processing (SME) to lead and optimize the loan onboarding
process for the US region. This role ensures accurate onboarding of complex
loan structures, regulatory compliance, and operational excellence. The
candidate will act as a subject matter expert, mentor junior team members, and
drive process transitions and improvements with full ownership and
accountability.

Key Responsibilities

- Review
and approve loan boarding/funding requests for accuracy and compliance
with US regulations.

- Translate
data from credit approval documents, loan checklists, and contracts into
servicing systems.

- Identify
and resolve discrepancies, rejected items, and data gaps during
onboarding.

- Provide
expert guidance on loan documentation standards, regulatory requirements,
and servicing protocols.

- Collaborate
with Legal, Compliance, Finance, and Origination teams to ensure seamless
onboarding.

- Take
ownership and accountability for KPIs, transition deadlines, and business
outcomes.

- Independently
manage transitions and business processes, ensuring smooth migration of
work from vendors or stateside teams.

- Lead
process improvement initiatives, automation adoption, and workflow
enhancements.

- Generate
audit-ready records, MIS reports, dashboards, and ensure timely
communication with US counterparts.

- Mentor
junior processors, conduct error escalation sessions, and drive best
practices.

- Perform
quality reviews/approvals and coach current hires to meet learning curve




expectations.

- Effectively
manage stakeholders across multicultural teams, ensuring alignment and
transparency.

- Support
TSA exit initiatives (data migration, IT testing, transitions).

- Drive
initiatives on new tools/applications/testing, including Copilot and other
emerging technologies.

- Ensure
documentation/evidencing tasks are maintained and stored diligently, with
zero compliance gaps.

Requirements

Desired Qualifications

- Bachelor’s
degree in finance, Business Administration, or related field.

- 5–8+
years of loan processing/servicing experience, with focus on US markets.

- Strong
understanding of syndicated loans, CRE, and structured finance.

- Advanced
Excel skills, including writing macros and using HLOOKUP/VLOOKUP.

- Basic
SQL for data extraction and analysis.

- Experience
managing large volumes of data from multiple sources.

- Excellent
communication and stakeholder management skills across multicultural
teams.

- Proficiency
in loan servicing systems and Microsoft Office Suite.

- Familiarity
with regional financial regulations and loan documentation standards.

- High
ownership, accountability, and ability to manage workload independently.

Preferred Skills

- Experience
with syndicated loans, CRE, or structured finance.

- Knowledge
of onboarding systems/workflows and automation tools.

- Awareness
of latest technology trends, including Copilot usage for productivity and
automation.

- Skilled
in managing sensitive information with privacy standards.

📌 Associate Director (Transactions & Processing) NLS (Bengaluru)
🏢 Nameless
📍 Bengaluru