Job Description
Team Leader - Post closing / Post close commercial
Walk in ( Monday to Friday 11.00 am to 5.00 pm)
Team Management & Performance:
- Manage day-to-day operations for Commercial Lending / ABL processing teams.
- Ensure timely completion of assigned loan files within defined SLAs and turnaround times.
- Monitor workflow queues, pipeline aging, and volume distribution across the team.
- Drive operational efficiency, productivity, and quality performance.
- Review daily production reports and ensure delivery commitments are met.
- Handle escalation management for critical loans, exceptions, and client issues.
- Lead, mentor, and manage a team of analysts/process associates.
- Conduct regular team huddles, one-on-ones, and performance reviews.
- Drive employee engagement and retention initiatives.
- Provide process training and coaching to improve team capability.
- Identify skill gaps and implement development plans.
- Manage staffing, scheduling, and leave planning to ensure operational coverage.
Operational Excellence:
Loan Opening & Boarding
- Supervise loan file setup and opening activities for Commercial and ABL facilities.
- Ensure review and validation of:
- Credit reports, Flood certifications, Appraisals, Borrowing base documentation, ACH/CDA documentation, Entity formation documents, UCC filings, Financial statements
- Verify completeness and accuracy of loan documentation prior to workflow progression.
- Ensure proper loan boarding into internal systems and tracking tools.
Insurance Review
- Oversee review and validation of commercial insurance documentation including:
- Property insurance, General liability coverage, Hazard insurance, Flood insurance, Business interruption coverage
- Ensure insurance policies comply with lender requirements and covenant obligations.
- Track insurance exceptions and follow up for deficiency resolution.
Underwriting Support
- Lead teams supporting underwriting and credit analysis functions.
- Oversee:
- Market and industry research
- Experience and background reviews
- Ensure data accuracy and completeness for underwriting decision-making.
Diligence & Compliance Review
- Supervise diligence activities related to commercial loan transactions.
- Ensure verification and review of:
- Corporate documents, Financial statements, Tax returns, Legal agreements, Borrower compliance documents, KYC/AML documentation
- Ensure all files meet internal compliance and audit requirements prior to closing or funding.
Collateral Management
- Oversee collateral review and documentation for Asset Based Lending portfolios.
- Ensure proper validation of:
- Inventory reports, Appraisal reports, UCC lien documentation
- Monitor collateral perfection and exception tracking.
- Ensure collateral documentation supports lender security interest requirements.
Compliance & Risk Management:
- Regularly audit files to ensure quality and compliance.
- Identify potential risks, escalations, and compliance exceptions and resolve them promptly.
Stakeholder Collaboration:
- Participate in client calls and provide business updates and performance reports.
- Support management in preparing dashboards, MIS, and root cause analysis reports.
Leadership & Continuous Improvement:
- Foster a culture of accountability, customer focus, and continuous learning.
- Lead by example in demonstrating professionalism, accuracy, and integrity.
- Participate in hiring, onboarding, and cross-training initiatives.
Key Performance Indicators (KPIs):
- SLA and turnaround compliance (%)
- Quality and audit score (%)
- Delinquency resolution / Cure rate (%)
- Employee productivity and engagement levels
- Customer satisfaction and complaint rate
Contact Person : Elango M
Venue:
11th Floor
No. 431, High street, Anna Salai, Teynampet,
Chennai, Tamil Nadu 600018
Job Classification
Industry: BPM / BPO
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Banking Operations - Other
Employement Type: Full time
Contact Details:
Company: Consolidated Analytics
Location(s): Chennai
Keyskills:
Post Closing
US Mortgage
Commercial Loans
Commercial Real Estate