Financial Services Professional

1 day ago


Kottayam, Kerala, India beBeeLoanOperations Full time ₹ 8,64,000 - ₹ 10,56,000
Loan Operations Specialist

We are seeking a highly skilled professional to join our lending services team as a Loan Operations Specialist.

  • Job Purpose:
  • Review and verify commercial loan documentation, ensuring accuracy and compliance with applicable laws and regulations.

  • Identify key terms within loan documents, including credit agreements and notes, and translate them into the ACBS system of record.

  • Enter loan details into the ACBS system of record, covering borrower entities, guarantors, interest rates, repayment terms, accruals, collateral, and other relevant information.

  • Analyze and interpret complex loan structures and documents, including large syndicated transactions.

  • Collaborate with clients on all servicing-related activities for our direct, bilateral, and syndicated loan portfolios.

  • Monitor and perform ACBS system inputs as needed for timely administration of rate options, borrowing base adjustments, revolver schedule reductions, and facility utilization changes.

  • Collaborate with the agent bank to balance and resolve portfolio issues.

  • Respond to daily research and maintenance requests from lending officers and clients, performing necessary analysis and system input.

  • Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.

  • Analyze exception reports, determining necessary monetary and system maintenance required for resolution.

  • Perform research and analyze loan documentation as part of research requests.

  • Provide client support for loan balance inquiries, rate information, loan statement questions, advance and payment inquiries.

Required Skills and Qualifications:
  • Commercial Loan Documentation:
  • Understanding of commercial loan documentation, including credit agreements and notes.

  • Ability to review and verify loan documents for accuracy and compliance.

  • Analytical and Problem-Solving Skills:
  • Strong analytical and problem-solving skills to interpret complex loan structures and documents.

  • Ability to identify key terms and translate them into the ACBS system of record.

  • Communication and Interpersonal Skills:
  • Excellent communication and interpersonal skills to collaborate with clients and colleagues.

  • Ability to provide client support and respond to research and maintenance requests.

Benefits:
  • Opportunity to Work with Complex Loan Structures:
  • Chance to work with complex loan structures and documents, including large syndicated transactions.

Others:
  • Professional Growth and Development:
  • Opportunity to develop new skills and knowledge in commercial loan operations.



  • Kottayam, Kerala, India beBeeInvestment Full time ₹ 13,40,676 - ₹ 24,16,060

    Job OverviewThe Investment Counsellor plays a crucial role in providing personalized financial services to clients.Key Responsibilities:Assess clients' financial needs and develop tailored investment strategiesEnsure that clients' investment portfolios align with their long-term goalsKey Qualifications:Strong analytical and problem-solving skillsExcellent...


  • Kottayam, Kerala, India beBeeAccountant Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Financial Services ProfessionalJob Description:The role of a Chartered Accountant involves delivering comprehensive accounting, taxation, auditing, financial planning, and compliance services to domestic Indian clientele.Key Responsibilities include:Preparation and finalization of financial statements as per Indian Accounting Standards (Ind AS)...


  • Kottayam, Kerala, India beBeeManagement Full time ₹ 15,00,000

    Job Description:The primary objective of this role is to acquire and manage high net worth individual (HNI) clients, ensuring seamless service delivery.Key responsibilities include conducting client profiling to offer debt, equity, mutual fund, structured, and real estate products, as well as managing and analyzing client portfolios for performance and...


  • Kottayam, Kerala, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Cloud Financial Services ExpertJob Description:As a Cloud Financial Services Expert, you will play a pivotal role in delivering financial applications with extensive experience in level 3 activities within finance and procurement domains. This includes accounts payable, accounts receivable, general ledger, fixed assets, cash management, and supply...


  • Kottayam, Kerala, India beBeeAccounting Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Professional">Job Overview">We seek an organized and analytical financial professional to support our team in Chennai, India.">Key Responsibilities:">">Maintain accurate financial records and ledgers">Prepare and analyze financial statements and reports">Manage accounts payable and receivable processes">Ensure compliance with tax...


  • Kottayam, Kerala, India beBeeDebt Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Care.fi is a Health fintech startup that offers smart financing and claim management solutions to hospitals.About the RoleWe are seeking an Debt Funding Specialist with expertise in raising debt funds and experience in NBFCs or Small Finance Banks.Key Responsibilities:Drive the process of raising debt capital from banks, NBFCs, and financial...


  • Kottayam, Kerala, India beBeeAccountancy Full time ₹ 10,00,000 - ₹ 14,00,000

    Job Title: Financial ProfessionalAbout the RoleWe are seeking a detail-oriented and reliable professional to manage financial records, handle daily accounting operations, and ensure compliance with statutory requirements.The role involves maintaining accurate books of accounts, preparing financial reports, coordinating with auditors, and supporting...


  • Kottayam, Kerala, India beBeeAudit Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Role: Financial Services SpecialistThe successful candidate will be responsible for delivering high-quality audit services to clients within the UK.


  • Kottayam, Kerala, India beBeeDataValidator Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Financial Services SpecialistSeeking a highly skilled and detail-oriented individual to join our team as an OBLM Data Validator for CPC Operations.


  • Kottayam, Kerala, India beBeeWealthManagement Full time ₹ 7,50,000 - ₹ 15,00,000

    Job RoleWe are dedicated to helping individuals and families plan, grow, and manage their financial future with confidence.This role supports various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory...