for Team Leader/Manager - Commercial Lending

POSITION SUMMARY The Loan Operations department is responsible for the management and execution of thousands of Corporate & Syndicated Loan transactions daily.

Responsibilities include trade processing & confirmation, settlement, fail management, risk management, and client service. The operations professionals help build and support the commercial loan products, processes and services in ways that improve efficiency and quality, while seeking new and innovative ways to support our clients changing needs.

KEY ACCOUNTABILITIES/ RESPONSIBILITIES

Operations professionals help build and support the Commercial loan products, processes and services in ways that improve profitability and efficiency, while seeking new and creative ways to support our clients changing needs

- Possesses a comprehensive understanding of C&I; & Wholesale loans line of businesses which include syndicated and bilateral arrangements
- Experienced in reviewing loan & support documents, updating deal parameters on loan systems, tracking & performing all deal activities, and providing overall support for the assigned loan portfolio.
- Activities include processing of C&I; & Wholesale loans line of businesses which include syndicated and bilateral arrangements covering account maintenance, payments & servicing, loan trading, and agency functions.
- Knowledgeable and expert in loan operations activities including Deal -Closing, Booking, Funding, Review, Servicing, and Secondary loan trading.
- Consistently monitors and achieves all KPI's and SLA's set by the clients with strict adherence to Quality parameters.
- Use quality tools to ensure that there is maximum efficiency & productivity
- Manages team responsibilities and allocates work to the associates as appropriate.
- Supervises and coordinates the activities of the associates to ensure prompt,



courteous and accurate response to our end customers; ensures an efficient and qualitative operation through effective planning, leading, controlling and organizing.
- Quality review of transactions for the respective functions processed by the associates .
- Authenticate transactions where applicable.
- Daily coordination with internal and external clients.
- Supporting & managing loan lifecycle across individual portfolio, executing various Commercial/syndicated loan transactions daily
- Effective and timely management of daily control reports (KRI's) by reviewing & reconciling where applicable.
- Expected to keep the manager appraised of members needs, staffing issues, technical and performance issues
- Acting as a direct point of contact for external contact, responding timely to inquiries, resolving client issues and reconciling lender discrepancies.

OTHER GENERIC DUTIES

- Manage client escalations.
- Share regular performance updates with clients and internal stakeholders, in accordance with defined SLAs.
- Supporting with accurate details to conduct monthly business reviews.
- Maintain an adequate buffer in the process and keep stakeholders informed.
- Regularly update teams on process changes and process manuals.
- Support transformational activities to add value to client operations.
- Have strong process knowledge and assist in creating the SOPs.
- Follow the governance mechanism established with the client.
- Maintain up-to-date knowledge of LSTA & LMA guidelines
- Identify process automation opportunities.




- Ensure all committed deliverables and services are rendered on schedule and at defined quality levels.
- Supervise associates by monitoring volumes, patterns, and schedule adherence
- Appraise team performance and provide regular feedback.
- Interact with support teams to manage HR, Risk, and other administrative activities.

KNOWLEDGE AND SKILLS (ESSENTIAL)

- Minimum of 8 to 12 years experience in commercial loan operations or credit/lending experience within capital markets/Investment banking & wholesale lending
- Minimum 3 +years experience in team handling and managing client relationship Knowledge of commercial loan documentation. Expert in understanding commercial loan documents such as loan/credit agreement, syndicated agreement, intent notices, notes, guaranties, letter of credit, financial documents and security documents for accuracy and agreement with approved terms
- Knowledge of Corporate & Syndicated Loan/ Commercial Real Estate/ SBA loans and Wholesale lending
- Knowledge of Origination and servicing loan systems. Experience in LoanIQ is an added advantage.
- Good verbal, written and organizational skills
- Detail oriented with ability to multitask and prioritize and work in a team-based environment

KNOWLEDGE AND SKILLS (DESIRABLE)

- Excellent knowledge of MS Office and especially 'Excel'.
- Mentoring and motivating skills.
- Coaching and feedback skills.
- Knowledge of six sigma / quality tools

Qualification:

- Bachelor/masters degree in commerce, Finance & Accounting

Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call. Please reach out in case of any queries.

Sonali Chattopadhyay I Associate People Success

Orcapod Consulting Services Pvt Ltd.

Email I [email protected] www.orcapodservices.com

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📌 Team Lead (Bengaluru)
🏢 Orcapod Consulting Services
📍 Bengaluru