GPB Lending Specialist Support - Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Sales Support team to partner with the Business.

As an Associate in the Sales Support function, you will be responsible to provide fully integrated intelligence, connecting all touch points across the client lifecycle to help drive new client acquisition as well as deepening of books of existing clients.The team is aligned one to one with the Lending Specialist Advisors for a particular or couple of Offices and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Lending Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it. The India partner is also required to collaborate with WM Lending ecosystems within India to ensure tactical as well as strategic resolution of task requirements.

Job Responsibilities:

• Collaborate with bankers and lending specialists to design and implement tailored credit solutions

• Oversee the entire deal execution process, ensuring timely and accurate completion of all loan requests within the system

• Assist in the preparation of presentations, detailed proposal memos, and marketing materials for both internal and external stakeholders

• Partner with the Lending Team to obtain and verify financials and other required documents for accuracy

• Work closely with credit risk officers to handle waivers and exceptions

• Coordinate with Underwriting to review financial information required for annual reviews and implement necessary changes for clients

• Submit loan pricing tools and obtain approvals, if needed

• Receive executed documents and preview for accuracy before submitting to WLS for booking

• Lead portfolio review meetings to proactively monitor and manage portfolio health

• Collaborate with service teams to address and resolve general queries

• Produce ad-hoc and regular management reports, including stress test scenarios and data analysis and

  Support various team initiatives by providing data-driven insights and analysis

Required qualifications, skills, and capabilities:

• MBA / CA with minimum 5 years of experience

• Experience working in credit risk, credit documentation or lending experience

• Proficiency in Excel, Word and PowerPoint, knowledge and experience of systems such as Bloomberg

• High level of attention to detail to ensure all work adheres to credit policy and bank's standard

• Strong communication (written/verbal) and interpersonal skills

• Experience working with teams from different backgrounds