Wealth Credit Transaction Operations Specialist

Retainer

Department

None

Job Description

Primary Roles & Responsibilities

• Support end-to-end transaction lifecycle activities across Wealth Credit portfolios, including deal setup support, documentation checks, system data validation, and post-disbursement monitoring.
• Review and validate credit approval memoranda, term sheets, and credit agreements to ensure alignment with approved terms and operational readiness.
• Assist with facility setup and booking readiness across lending platforms, ensuring data accuracy and completeness.
• Perform covenant and collateral monitoring, including LTV checks, margin monitoring, documentation tracking, and exception identification.
• Support data quality checks, reconciliations, and remediation activities linked to internal and regulatory reporting requirements.
• Work under defined maker–checker controls and adhere to governance, audit, and documentation standards.

Experience & Skill Set Required

• 3–5 years of experience in transaction management, loan operations, or credit operations, preferably within Wealth Management / Private Banking or secured lending portfolios.
• Working knowledge of wealth credit products such as margin/Lombard lending, bespoke secured facilities, real estate–backed loans, or structured wealth lending.
• Familiarity with loan processing platforms (e.g., Loan IQ, Flexcube, AFS or similar) and credit documentation.
• Understanding of covenants, collateral structures, and post-close monitoring processes.
• Strong attention to detail, documentation discipline, and ability to operate in control-driven environments.

Open Positions

1

Mandatory Skills

Wealth Management

Education Qualification

CA / Postgraduate / Undergraduate degree in Finance or Commerce

Experience

3 to 6 years