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Private Banking SA Specialist

1 month ago

Gurgaon, Haryana, India Evalueserve Full time
About the Role

We are seeking a skilled Private Banking SA professional to join our team at Evalueserve.

As a Business Analyst in the Lending Services team, you will support bankers in critical lending/credit processes across the end-to-end lending journey.

  • Personal Financial Statements (PFS), Personal Tax Returns (PTR) and Credit Bureau Report (CBR) spreading in excel based template and in lending platform along with key metrics calculations.
  • Business Financials spreading (PL, BS and CF) on excel based model or lending platform along with key credit metrics calculation.
  • Brief write-up in lending platform for risk rating calculation.
  • Calculating covenants in line with facility agreements and providing detailed rationale for covenant Met/Breach results.
  • Drafting/Updating Annual/Interim underwriting loan/facilities reviews.