Job Description
HI,
Request to check below JD & give us your email confirmation for interview process.
If any Query feel free to call Kalpana on +32850+360
Company-: Kotak Mahindra Bank
Position :- Team Leader Mortgage Desk (Service Solutions)
Location:- Mumbai
Job Description:-
DepartmentMortgage Desk, Service Solutions (Wholesale Banking)
LocationMumbai
No. of positionOne
Reporting ToHead
Position Grade RangeM-5/M-6
Indicative CTC RangeTo be discussed
Job Role:
PortfolioHandling clients in Wholesale Banking including SME as a Mortgage Desk Service RM
Particulars1. Handling TSR for new clients; TSR for new properties of existing clients; Interim TSR for existing cases; 2. Handling Valuation for new clients; Valuation for new properties of existing clients; 3. Handling Revaluation of existing properties; 4. Ensuring vetting of TSR and Valuation reports as per extant process. 5. Ensuring vendor bill payments liaising with Payment Desk.
Documentation1. Preparingthe draft mortgage documents and provide the drafts liaising with legal wherever applicable 2. Interact with clients and negotiate if need be on the format of documents, refer to legal / approvers with appropriate justification on the changes suggested 3. Get the documents executed from the clients.
VerificationVerification of Constitutional documents (MOA, Partnership Deed, etc.), Authorizations (BR, Partnership, Letters, etc.) for creating security, execution of documents and scrutiny of executed documents to ensure proper execution.
ROC / SRO compliancesArrange filing of necessary forms with ROC and complying requirements pertaining to registration /notification of mortgage as applicable.
Tracking of deferralTracking deferrals and ensuring that all deferrals are closed within timelines.
CustodianEnsuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for safe keeping of documents
Document TrackingTracking of documents for receipt; deferral; expiry etc.
LiaisonWith clients, Relationship team, Legal; Credit; Technical Team, CAD; Operations etc for timely and smooth execution of deliverables and resolution of issues
Job Requirement:
Years of experience8-12 years of relevant experience
QualificationCS / LLB /M.Com/MBA
Functional skill set Excellent understanding of loan documentation, mortgage creation, title documents, various types of property and laws, etc.Eye for detail, ability to co-relate, approachable and pro-activeStrong inter-personal, communication (written& oral)& presentation skillsHands on knowledgeon MS Office - Word, Excel & Power point Team spirit & collaboration
Kalpana Jha
Branch Business Consulting Partner
[email protected]
CareerZodiac.com|Venture of Management 2000 Placements & Recruitments Pvt.,Ltd |www.careerzodiac.com |Lets Talk Career
Request to check below JD & give us your email confirmation for interview process.
If any Query feel free to call Kalpana on +32850+360
Company-: Kotak Mahindra Bank
Position :- Team Leader Mortgage Desk (Service Solutions)
Location:- Mumbai
Job Description:-
DepartmentMortgage Desk, Service Solutions (Wholesale Banking)
LocationMumbai
No. of positionOne
Reporting ToHead
Position Grade RangeM-5/M-6
Indicative CTC RangeTo be discussed
Job Role:
PortfolioHandling clients in Wholesale Banking including SME as a Mortgage Desk Service RM
Particulars1. Handling TSR for new clients; TSR for new properties of existing clients; Interim TSR for existing cases; 2. Handling Valuation for new clients; Valuation for new properties of existing clients; 3. Handling Revaluation of existing properties; 4. Ensuring vetting of TSR and Valuation reports as per extant process. 5. Ensuring vendor bill payments liaising with Payment Desk.
Documentation1. Preparingthe draft mortgage documents and provide the drafts liaising with legal wherever applicable 2. Interact with clients and negotiate if need be on the format of documents, refer to legal / approvers with appropriate justification on the changes suggested 3. Get the documents executed from the clients.
VerificationVerification of Constitutional documents (MOA, Partnership Deed, etc.), Authorizations (BR, Partnership, Letters, etc.) for creating security, execution of documents and scrutiny of executed documents to ensure proper execution.
ROC / SRO compliancesArrange filing of necessary forms with ROC and complying requirements pertaining to registration /notification of mortgage as applicable.
Tracking of deferralTracking deferrals and ensuring that all deferrals are closed within timelines.
CustodianEnsuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for safe keeping of documents
Document TrackingTracking of documents for receipt; deferral; expiry etc.
LiaisonWith clients, Relationship team, Legal; Credit; Technical Team, CAD; Operations etc for timely and smooth execution of deliverables and resolution of issues
Job Requirement:
Years of experience8-12 years of relevant experience
QualificationCS / LLB /M.Com/MBA
Functional skill set Excellent understanding of loan documentation, mortgage creation, title documents, various types of property and laws, etc.Eye for detail, ability to co-relate, approachable and pro-activeStrong inter-personal, communication (written& oral)& presentation skillsHands on knowledgeon MS Office - Word, Excel & Power point Team spirit & collaboration
Kalpana Jha
Branch Business Consulting Partner
[email protected]
CareerZodiac.com|Venture of Management 2000 Placements & Recruitments Pvt.,Ltd |www.careerzodiac.com |Lets Talk Career
💡 Quick Summary
Seeking a career-building opportunity? The Kotak Mahindra Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
