Financial Transaction Manager

20 hours ago


Rajkot, Gujarat, India beBeeOperational Full time US$ 80,000 - US$ 1,20,000
Job Title:

Loan Operations Specialist

Job Description:

Our organization is seeking a skilled professional to join its Lending Services division as a Loan Operations Specialist. This role involves working closely with clients to ensure timely fulfillment of Service Level Agreements (SLAs).

Key Responsibilities:
  • Review commercial loan documentation for key terms and conditions.
  • Enter loan details into the ACBS system, including borrower entities, guarantor entities, interest rates, repayment terms, accruals, collateral, and more.
  • Understand and interpret Bank credit approval documents and related credit write-ups.
  • Analyze complex loan structures and documentation, including large syndicated transactions.
  • Translate key terms from commercial loan documents (Credit Agreement, Note, etc.) into the ACBS system.
  • Act as primary point of contact for clients regarding all servicing-related activities for the bank's direct/bilateral/syndicated loan portfolio, including advances, payments, rate changes, and ACBS system postings.
  • Monitor and perform necessary ACBS system inputs for timely administration of rate options, borrowing base adjustments, reduction to revolver schedules, and facility utilization changes, as directed by the agent bank (in case of syndicated loans).
  • Collaborate directly with the agent bank to resolve any issues within the portfolio.
  • Process daily research and maintenance requests from lending officers and clients, performing required analysis and system input.
  • Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.
  • Examine daily exception reports, determining necessary monetary and system maintenance for resolution.
  • Perform research requests and analyze loan documentation as part of that research.
  • Respond to client inquiries regarding loan balances, interest rates, loan statements, advance and payment information, and other related questions.


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