Analyst - Loan Operations - Financial Services 3+ Years - Chennai

We are looking for a detail-oriented Analyst with 35 years of experience in wealth credit or lending operations to support transaction management across secured lending portfolios. The role involves working closely with credit teams on documentation review, facility setup, and post-disbursement monitoring. The ideal candidate should have exposure to wealth management or private banking environments and a robust understanding of credit processes and loan systems.

Location: Mumbai / Chennai

Your Future Employer:

A leading global analytics and financial services organization recognized for its strong governance framework and exposure to complex, high-value wealth credit portfolios.

Responsibilities:

1. Supporting end-to-end wealth credit transaction lifecycle activities including deal setup, documentation validation, and post-disbursement monitoring.
2. Reviewing credit approval memoranda, term sheets, and credit agreements to ensure accuracy and compliance.
3. Assisting in facility setup and booking readiness across lending platforms while maintaining data accuracy.
4. Performing covenant, collateral, LTV, and margin monitoring while identifying potential exceptions.
5. Conducting data quality checks, reconciliations, and remediation activities related to internal and regulatory reporting.
6. Working under defined maker–checker controls while adhering to audit and governance standards.

Requirements:

1. 3–5 years of experience in transaction management, loan operations, or credit operations.
2. Prior exposure to Wealth Management, Private Banking, or secured lending portfolios.
3.



Working knowledge of wealth credit products such as Lombard lending, margin loans, or secured facilities.
4. Hands-on experience with loan systems like Loan IQ, Flexcube, AFS, or similar platforms.
5. Strong understanding of credit documentation, covenants, and post-close monitoring.
6. Graduate qualification in finance, commerce, management, or a related discipline.

What’s in it for you:

1. Opportunity to work on complex wealth credit transactions.
2. Exposure to global lending platforms and governance frameworks.
3. High learning environment with strong process orientation.
4. Stable role within a well-established financial services setup.

Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at [email protected] Disclaimer: Crescendo Global specializes in Senior to C-level niche hiring. We are committed to equal employment opportunity and value diversity at our workplace. All employment decisions are based on business requirements, merit, and competence.

Note: Due to the high volume of applications, candidates who do not hear back from us within one week should assume that their profile has not been shortlisted at this stage.

Fraud Alert: Scammers can misuse Crescendo Global’s name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendoglobal.com and report fraud immediately.

Profile Keywords: Wealth Credit, Transaction Management, Loan Operations, Private Banking, Secured Lending, Lombard Loans, Credit Documentation, Covenant Monitoring, Loan IQ, Flexcube

📌 Analyst - Financial Services - 3+ Years - Chennai
🏢 Crescendo Global Leadership Hiring India
📍 Chennai