Business Advisory Associate - Commercial Loan Fulfillment and Deal Setup

Business Advisory Associate

Skill required: Banking Services - Core Banking
Designation: Business Advisory Associate
Qualifications:BBA/BCom/Master of Business Administration
Years of Experience:1 to 3 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? The Commercial Fulfillment, Loan Booking & Deal Setup Analyst is responsible for end-to-end coordination and execution of commercial loan onboarding, documentation verification, and system setup in alignment with credit approval and compliance standards. This role ensures accurate and timely fulfillment of commercial lending transactions, including loan booking, funding, and post-booking quality checks, to support the smooth execution of lending operations across middle and back-office functions.
What are we looking for? Education  B com, BBA, Master of Bus. Admin. Additional Must have skill required Banking financial services, investment banking Additional Good To Have Skill Required account reconciliations Soft skills required written and verbal communication, Adaptable and flexibility, problem solving skills, commitment to quality Commercial Lending & Credit Services Experienced (E) Basic accounting and economic concepts Experienced (E) Analytical & Proactive Skills Experienced (E)
Roles and Responsibilities: •Responsibilities/Authorities 1. Commercial Fulfillment & Documentation • Review and validate credit approval packages, legal documents, and loan terms prior to setup and booking. • Collaborate with relationship managers, credit officers, and legal teams to resolve documentation gaps and discrepancies. • Ensure all required borrower, guarantor, and collateral documentation are complete and compliant with internal policies and regulatory requirements (UCC, KYC, OFAC, etc.). • Manage coordination between Doc Prep, Quality Assurance, and Loan Operations teams for seamless deal closure. 2. Deal Setup & Data Management • Accurately input and verify deal structures, loan details, and collateral information into the loan origination and servicing systems (e.g., AFS, Loan IQ, nCino, or equivalent). • Validate system entries against legal documentation, term sheets, and credit memos. • Maintain data integrity across multiple systems and ensure audit readiness. • Set up pricing, payment schedules, amortization, and interest parameters as per approved terms. 3. Loan Booking & Funding • Execute loan booking activities including drawdowns, renewals, modifications, and payoffs. • Validate funding instructions and ensure alignment with treasury and disbursement controls. • Perform reconciliation and verification of general ledger postings related to loan activity. • Coordinate with accounting, treasury, and loan servicing for smooth transition post-booking. 4. Compliance & Quality Control • Ensure all bookings comply with internal policies, credit standards, and regulatory requirements (FDIC, OCC, SOX, etc.). • Support internal audits and respond to control testing requests. • Participate in root-cause analysis and continuous improvement initiatives to enhance process efficiency and data accuracy. 5. Stakeholder Coordination & Support • Serve as the operational point of contact for Relationship Managers, Underwriters, and Credit Administration teams. • Support issue resolution, process clarifications, and provide post-booking customer service for internal stakeholders. • Partner with technology and transformation teams to automate and streamline booking and fulfillment workflows.