Loan Syndication

23 hours ago

Mysore, Karnataka, India ThoughtFocus Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role Overview

We are seeking an experienced professional to lead the
Loan Syndication Reconciliation & Settlement team
, ensuring accurate and timely execution of loan transactions across the full lifecycle, including
paydowns, drawdowns, rollovers, and syndication settlements
. The role requires strong knowledge of
WSO tool
, syndicated loan structures, and middle-to-back-office processes to drive operational excellence, mitigate risk, and provide best-in-class support to front office and stakeholders.

Key Responsibilities

  • Team Leadership & Oversight
  • Lead and manage the Reconciliation & Settlement team within Loan Syndication.
  • Provide guidance, mentoring, and performance management to ensure high-quality output.

  • Drive process improvements and automation to enhance efficiency and accuracy.

  • Operational Execution

  • Oversee the end-to-end loan lifecycle activities
    , including:
  • Paydowns
    – tracking, processing, and reconciling scheduled and unscheduled loan paydowns.
  • Drawdowns
    – ensuring accurate funding of borrower requests in line with facility agreements.
  • Rollovers
    – handling extensions and rollovers of loan tranches.
  • Syndication Settlements
    – coordinating primary and secondary loan trade settlements.
  • Ensure all bookings and reconciliations are accurately captured in
    WSO
    and aligned with internal systems.

  • Manage cash flow tracking and settlement to ensure accuracy and timeliness.

  • Reconciliation & Controls

  • Perform daily position and cash reconciliations with counterparties, agents, and custodians.
  • Investigate and resolve breaks, discrepancies, and trade mismatches promptly.

  • Monitor exceptions and escalate potential risks to management.

  • Stakeholder Management

  • Partner with Front Office, Trading, Sales, Product Control, and Risk to ensure smooth loan operations.
  • Liaise with Agent Banks, custodians, and external counterparties for settlement and reconciliation queries.

  • Act as a key contact point for audit, compliance, and regulatory inquiries related to loan operations.

  • Process Improvement

  • Develop, document, and enforce policies and procedures for the Loan Syndication settlement process.
  • Drive automation initiatives and system enhancements within
    WSO
    and related platforms.
  • Proactively identify opportunities to strengthen operational controls and mitigate risk.

Qualifications & Skills

  • Bachelor's degree in Finance, Accounting, Business, or related field.
  • 7+ years of experience in
    Loan Operations / Loan Syndication
    , with at least 3 years in a
    leadership role
    .
  • Strong knowledge of
    WSO
    and its integration in loan lifecycle management.
  • In-depth understanding of
    loan syndication processes
    , including paydowns, drawdowns, rollovers, and settlements.
  • Proven ability to manage reconciliation, settlement, and operational risk functions in a fast-paced environment.
  • Strong leadership, team management, and mentoring skills.
  • Excellent communication and interpersonal abilities for managing internal and external stakeholders.
  • Detail-oriented with strong analytical, problem-solving, and decision-making skills.

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