Job Description
Job Description:
Functional Title: Analyst
Reporting line: Associate
Location: Bangalore
Basic Candidate Requirements
Educational qualification: Graduate / Post Graduate
No of years of experience: Analyst (0-2 years)
Area of Expertise: Banking / Finance Service Industry/Loan Servicing/US Mortgage
Communication skills: Excellent communication and interpersonal skills
Diversity: Male / Female
Flexibility: YES, required to work in other process based on business needs and any other shift timings excluding US hours
Client Interaction:Onsite Stake holders
Process Description
Trust & Agency Services (TAS) have over 1,500 clients ranging from multi-national corporations to banks and financial institutions, hedge funds, asset managers and supranational agencies around the world
TAS Ops support all types of transactions in the debt capital markets – from conventional to structured debt products, project finance, REITS and Islamic finance – and services for escrows, restructurings and exchanges, loan agency and document custody
Sub Process Description
• Identify correct document record by utilizing information like loan number, document date, borrower name and property address (Document Custody)
• Index and save mortgage documents
• Review Document in system for completeness and accuracy and flag exceptions
• Review data elements in system against printed data on image document.
• Verify required riders are present and presence of legal description when required.
• Confirm Notary license is not expired.
• Use process/workflow for tracking and processing work in progress.
• Deliver daily assigned productivity target by meeting the required quality score
• Must communicate with staff, leads, and managers to coordinate operational processing within agreed time frames
• Always adhere to KOP and KPI Guidelines
Candidate Skill Set
Mandatory Skills
• Good written & verbal English skills. Ability to converse clearly with internal staff via telephone and using written communication.
• Good typing speed with accuracy, MS Office (especially MS excel)
• Ability to provide high transaction productivity and high level of attention to detail.
Preferred Skills
Understanding of US Mortgage - Origination/Servicing
Familiarity of documents like Mortgage, Note, Assignment, and Title Policy would be an added advantage.
Basic knowledge of key elements of document review
Ability to work effectively on a team
Able to operate calmly and efficiently in a high volume, intense atmosphere that maintains a very low margin of error
How we'll support you
• Training and development to help you excel in your career
• 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:
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click to find out more about our diversity and inclusion policy and initiatives
Functional Title: Analyst
Reporting line: Associate
Location: Bangalore
Basic Candidate Requirements
Educational qualification: Graduate / Post Graduate
No of years of experience: Analyst (0-2 years)
Area of Expertise: Banking / Finance Service Industry/Loan Servicing/US Mortgage
Communication skills: Excellent communication and interpersonal skills
Diversity: Male / Female
Flexibility: YES, required to work in other process based on business needs and any other shift timings excluding US hours
Client Interaction:Onsite Stake holders
Process Description
Trust & Agency Services (TAS) have over 1,500 clients ranging from multi-national corporations to banks and financial institutions, hedge funds, asset managers and supranational agencies around the world
TAS Ops support all types of transactions in the debt capital markets – from conventional to structured debt products, project finance, REITS and Islamic finance – and services for escrows, restructurings and exchanges, loan agency and document custody
Sub Process Description
• Identify correct document record by utilizing information like loan number, document date, borrower name and property address (Document Custody)
• Index and save mortgage documents
• Review Document in system for completeness and accuracy and flag exceptions
• Review data elements in system against printed data on image document.
• Verify required riders are present and presence of legal description when required.
• Confirm Notary license is not expired.
• Use process/workflow for tracking and processing work in progress.
• Deliver daily assigned productivity target by meeting the required quality score
• Must communicate with staff, leads, and managers to coordinate operational processing within agreed time frames
• Always adhere to KOP and KPI Guidelines
Candidate Skill Set
Mandatory Skills
• Good written & verbal English skills. Ability to converse clearly with internal staff via telephone and using written communication.
• Good typing speed with accuracy, MS Office (especially MS excel)
• Ability to provide high transaction productivity and high level of attention to detail.
Preferred Skills
Understanding of US Mortgage - Origination/Servicing
Familiarity of documents like Mortgage, Note, Assignment, and Title Policy would be an added advantage.
Basic knowledge of key elements of document review
Ability to work effectively on a team
Able to operate calmly and efficiently in a high volume, intense atmosphere that maintains a very low margin of error
How we'll support you
• Training and development to help you excel in your career
• 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:
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click to find out more about our diversity and inclusion policy and initiatives
💡 Quick Summary
Seeking a career-building opportunity? The Trade and Transaction Operator position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.