Job Description
Job Description
Job Title- PB US Lending Operations
Location- Jaipur, India
Role Description
Lending Operations team is part of PB Wealth management business which takes care Loan Operations, Servicing, Deal Origination, WIPs & PDs, Collateral booking & linking in Loan IQ system and various other related processes in place for private clients in USA.
What we ll offer you
As part of our flexible scheme, here are just some of the benefits that you ll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under child care assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Preparing daily activity sheet, processing repricing, rollover, interest, principal paydown, MFFs etc in Loan IQ system.
Managing email box and processing funding requests on already set up loans in system.
Setting up new deals in Loan IQ system and working on amendment requests.
Generating the outstanding Invoices, Fund Transfer, Reconciliation of Accruals vs Outstanding Payments of lending business. Sharing the Invoices with Client over e-mails or mails.
Adjustments of Interest rates in Deposit account when required.
Preparing of automated and manual reports on outstanding Documents and sharing with business,
Keeping a track of outstanding document on loan account. Following up with business for submission.
Identifying a business risk and report it to respective stakeholders.
Handling Audits requirements with explaining the process and providing documents
Completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties.
Ensure adherence to all cut-off times and quality of processing as maintained in SLAs.
Monitor volume inflow and assist in sufficient resource and task allocation in a justifiable manner.
Ensure that all queries/first level escalations related to routine activities are responded to within the specified time frame.
Act as backup for the team manager in your absence and share best practices with the team. Ensure quality/quantity of processing is maintained as per the SLA.
Should be capable to handle multiple deadlines.
Ensure HRM policies are followed.
Ensure to process and approve all transactions in given TAT.
Understanding of downstream and upstream of process workflow.
Drive Partnership value with various internal teams.
Checklist to be signed on daily basis and scanned to shared folder.
Driving process improvements in the team.
Ensure timely completion of all request and adhere to Client Confidentiality.
Update volumes in various spreadsheets/work logs accurately and on time.
Assist Team manager/AVP in decision making and taking complete ownership of the situation.
Ensure teamwork culture is practiced.
To get involved in on-going Projects driven by the management team.
Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc).
Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business.
Ensure all the KOPs are updated properly.
Flexible with business hours respective to volume received.
Your skills and experience
Have full understanding of Lending products & processes. This may include having at least 2 years of experience in Loan Operations, Servicing, Origination, Deal amendments, Collateral booking & linking in Loan IQ, and any other aspects of Lending business.
Hands on / working knowledge of Loan IQ system is a must.
Needs to be a self-starter with significant ability to undertake initiatives.
Strong interpersonal / good negotiations skills are required.
Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected.
Ability and willingness to work in night shift is a must.
How we ll support you
Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information
https//www. db. com/company/company. htm
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Role: Back Office Operations
Industry Type: Financial Services
Department: Customer Success, Service & Operations
Employment Type: Full Time, Permanent
Role Category: Back Office
Education
UG: Any Graduate
PG: Any Postgraduate
Job Title- PB US Lending Operations
Location- Jaipur, India
Role Description
Lending Operations team is part of PB Wealth management business which takes care Loan Operations, Servicing, Deal Origination, WIPs & PDs, Collateral booking & linking in Loan IQ system and various other related processes in place for private clients in USA.
What we ll offer you
As part of our flexible scheme, here are just some of the benefits that you ll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under child care assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Preparing daily activity sheet, processing repricing, rollover, interest, principal paydown, MFFs etc in Loan IQ system.
Managing email box and processing funding requests on already set up loans in system.
Setting up new deals in Loan IQ system and working on amendment requests.
Generating the outstanding Invoices, Fund Transfer, Reconciliation of Accruals vs Outstanding Payments of lending business. Sharing the Invoices with Client over e-mails or mails.
Adjustments of Interest rates in Deposit account when required.
Preparing of automated and manual reports on outstanding Documents and sharing with business,
Keeping a track of outstanding document on loan account. Following up with business for submission.
Identifying a business risk and report it to respective stakeholders.
Handling Audits requirements with explaining the process and providing documents
Completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties.
Ensure adherence to all cut-off times and quality of processing as maintained in SLAs.
Monitor volume inflow and assist in sufficient resource and task allocation in a justifiable manner.
Ensure that all queries/first level escalations related to routine activities are responded to within the specified time frame.
Act as backup for the team manager in your absence and share best practices with the team. Ensure quality/quantity of processing is maintained as per the SLA.
Should be capable to handle multiple deadlines.
Ensure HRM policies are followed.
Ensure to process and approve all transactions in given TAT.
Understanding of downstream and upstream of process workflow.
Drive Partnership value with various internal teams.
Checklist to be signed on daily basis and scanned to shared folder.
Driving process improvements in the team.
Ensure timely completion of all request and adhere to Client Confidentiality.
Update volumes in various spreadsheets/work logs accurately and on time.
Assist Team manager/AVP in decision making and taking complete ownership of the situation.
Ensure teamwork culture is practiced.
To get involved in on-going Projects driven by the management team.
Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc).
Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business.
Ensure all the KOPs are updated properly.
Flexible with business hours respective to volume received.
Your skills and experience
Have full understanding of Lending products & processes. This may include having at least 2 years of experience in Loan Operations, Servicing, Origination, Deal amendments, Collateral booking & linking in Loan IQ, and any other aspects of Lending business.
Hands on / working knowledge of Loan IQ system is a must.
Needs to be a self-starter with significant ability to undertake initiatives.
Strong interpersonal / good negotiations skills are required.
Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected.
Ability and willingness to work in night shift is a must.
How we ll support you
Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information
https//www. db. com/company/company. htm
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Role: Back Office Operations
Industry Type: Financial Services
Department: Customer Success, Service & Operations
Employment Type: Full Time, Permanent
Role Category: Back Office
Education
UG: Any Graduate
PG: Any Postgraduate
💡 Quick Summary
Seeking a career-building opportunity? The PB US Lending Operations position is now open for candidates interested in the Fresher Jobs sector. This role in Jaipur 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 Fresher Jobs is a plus.