Loan Syndication
3 days ago
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.
-
Loan syndication
3 weeks ago
Mysore, Karnataka, India ThoughtFocus Full timeResponsibilities: Knowledge of End-To-End Loan Syndication Process: Must have expertise in CLO's & Loan Syndication. Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc. Processing Restructures, amendments, merger etc Working with agents or trustees for any discrepancies in payments or contracts Working with desk for...
-
Loan syndication
24 hours ago
Mysore, Karnataka, India ThoughtFocus Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout companyThoughtFocus helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better future faster. ThoughtFocus innovative and cutting-edge technology solutions enable its customers to deploy new capabilities faster, deliver better user experiences,...
-
Loan syndication
3 days ago
Mysore, Karnataka, India ThoughtFocus Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition Title: Loan SyndicationLocation: Bengaluru, KarnatakaShift: US ShiftEmployment Type: Full-time & WFORoles and Responsibilities:Ensure timely and accurate input of all trades into the appropriate client portfolios on a daily basis.Monitor and process portfolio cash flows, position reconciliations, and resolve any discrepancies promptly.Research and...
-
Senior Loan Syndication Expert
2 weeks ago
Mysore, Karnataka, India beBeeSyndication Full time ₹ 3,80,000 - ₹ 5,20,000Loan Syndication SpecialistWe are seeking an experienced Loan Syndication Specialist to join our team. The successful candidate will have a strong understanding of the loan syndication process and be able to work independently with minimal supervision.Job Description:The Loan Syndication Specialist will be responsible for coordinating and executing loan...
-
Loan Syndication
2 weeks ago
Mysore, Karnataka, India ThoughtFocus Full timeJob DescriptionResponsibilities:1. Cash and Position Reconciliations:- Must have expertise in CLO's & Loan Syndication.- Conduct daily, monthly, and ad-hoc cash reconciliations to ensure accuracy and completeness of financial transactions.- Reconcile cash movements, identify discrepancies, and collaborate with relevant teams to resolve issues promptly.1....
-
Senior Process Analyst
4 weeks ago
Mysore, Karnataka, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:Must have expertise in CLO's & Loan Syndication.Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.Processing Restructures, amendments, merger etcWorking with agents or trustees for any discrepancies in payments or contractsWorking with desk for...
-
Loan syndication
1 week ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:- Must have expertise in CLO's & Loan Syndication.- Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.- Processing Restructures, amendments, merger etc- Working with agents or trustees for any discrepancies in payments or contracts- Working with desk...
-
Loan syndication
1 week ago
Mysore, India ThoughtFocus Full timeResponsibilities: Knowledge of End-To-End Loan Syndication Process: Must have expertise in CLO's & Loan Syndication. Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc. Processing Restructures, amendments, merger etc Working with agents or trustees for any discrepancies in payments or contracts Working with...
-
Loan syndication
7 days ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:- Must have expertise in CLO's & Loan Syndication.- Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.- Processing Restructures, amendments, merger etc- Working with agents or trustees for any discrepancies in payments or contracts- Working with desk...
-
Loan syndication
5 days ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:Must have expertise in CLO's & Loan Syndication.Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.Processing Restructures, amendments, merger etcWorking with agents or trustees for any discrepancies in payments or contractsWorking with desk for...
-
Loan syndication
2 weeks ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:Must have expertise in CLO's & Loan Syndication.Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.Processing Restructures, amendments, merger etcWorking with agents or trustees for any discrepancies in payments or contractsWorking with desk for...
-
Loan syndication
2 weeks ago
Mysore, India ThoughtFocus Full timeResponsibilities: Knowledge of End-To-End Loan Syndication Process: Must have expertise in CLO's & Loan Syndication. Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc. Processing Restructures, amendments, merger etc Working with agents or trustees for any discrepancies in payments or contracts ...
-
Loan syndication
3 days ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:Must have expertise in CLO's & Loan Syndication.Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.Processing Restructures, amendments, merger etcWorking with agents or trustees for any discrepancies in payments or contractsWorking with desk for...
-
Loan syndication
4 days ago
Mysore, India ThoughtFocus Full timeResponsibilities:Knowledge of End-To-End Loan Syndication Process:Must have expertise in CLO's & Loan Syndication.Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc.Processing Restructures, amendments, merger etcWorking with agents or trustees for any discrepancies in payments or contractsWorking with desk for...
-
Loan syndication
3 days ago
Mysore, India ThoughtFocus Full timeResponsibilities: Knowledge of End-To-End Loan Syndication Process: Must have expertise in CLO's & Loan Syndication. Working on Past Dues: Processing Interest, Rollovers, Paydown, various fee, Rate-Change etc. Processing Restructures, amendments, merger etc Working with agents or trustees for any discrepancies in payments or contracts ...
-
Loan syndication
57 minutes ago
Mysore, India ThoughtFocus Full timeAbout companyThoughtFocus helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better future faster. ThoughtFocus innovative and cutting-edge technology solutions enable its customers to deploy new capabilities faster, deliver better user experiences,...