Operations Analyst - Loans.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a leading global financial services institution with a strong presence in international markets. They are known for their commitment to operational excellence and providing comprehensive banking solutions to a diverse client base. The firm fosters a collaborative and fast-paced culture that encourages professional growth and innovation.
About the role.
We are seeking a detail-oriented Operations Analyst to join a dynamic team focused on warehouse loan operations. The successful candidate will manage the end-to-end lifecycle of loan transactions, ensuring accuracy in trade bookings, documentation, and stakeholder communication. This role offers the opportunity to work in a high-impact environment across various international market shifts.
What you will do.
- Ensure accurate and timely booking of facility drawdowns, repayments, rollovers, rate fixings, and fee events in the loan management system.
- Perform remittance reconciliation against servicer and custodian reports.
- Validate transaction economics against executed facility documentation and term sheets.
- Manage invoicing and fee processing for loan portfolios.
- Review and verify loan agreements and related documentation for accuracy and regulatory compliance.
- Maintain organized records of all warehouse loan documentation to ensure proper filing and retrieval.
- Act as the primary point of contact for internal teams and external stakeholders, including lenders and agents.
- Identify opportunities for process enhancements and contribute to the development of best practices.
- Participate in system upgrades and the implementation of new technologies to improve operational efficiency.
What you bring.
- 0–5 years of experience in operations within the banking or financial services sector.
- Strong background in loans, warehouse lending, or mortgage servicing.
- Working knowledge of US mortgage lending, including loan types, origination, securitization, and warehouse facility mechanics.
- Excellent analytical and problem-solving skills with keen attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
- Prior experience with loan management systems is highly preferred.
- Strong communication and interpersonal skills with the ability to work in a team-oriented environment.
- Comfortable working in a hybrid model and available for US business hours (night shifts).
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