Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Education : CA or equivalent having indebt knowledge of US Commercial loans

Responsibilities

- Assist loan officers in preparing, reviewing, and processing commercial loan applications from intake through closing.
- Gather, organize, and verify borrower financial documents such as tax returns, financial statements, rent rolls, and entity paperwork.
- Prepare loan files for underwriting and help ensure all required documentation is complete and compliant with company and regulatory standards.
- Coordinate with borrowers, attorneys, title companies, appraisers, and third-party vendors to keep transactions on schedule.
- Enter and maintain accurate loan data in the loan origination system and update pipeline reports.
- Track deadlines, follow up on outstanding items, and communicate status updates to internal teams and clients.
- Support the preparation of loan approval packages, term sheets, and closing documents.




- Provide responsive, qualified customer service to borrowers throughout the process.

Qualifications

- Strong understadning of Hotels, Motels, Hospitality Brands, Franchise
- Bachelor's degree in finance, business, accounting, or a related field preferred; equivalent experience will be considered.
- 1–3 years of experience in commercial lending, banking, loan processing, or a related financial services role.
- Strong understanding of loan documentation and the commercial lending process is a plus.
- Excellent organizational skills and attention to detail, with the ability to manage multiple files simultaneously.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office (Excel, Word, Outlook); experience with loan origination software is a plus.
- Ability to work both independently and collaboratively in a fast-paced environment.

📌 Commercial Loan Associate - USA underwriting (Mumbai)
🏢 N S Bohra
📍 Mumbai