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Team Leader – US Loan Operations

Team Leader – US Loan Operations

Synergy Plus Business Consulting GroupSurat, Gujarat, India
18 hours ago
Job description

About the Role

We are looking for an experienced

Team Leader – US Loan Operations

to lead a team responsible for

Loan Notice Tagging, Past Dues, and Exception Reporting . The ideal candidate will have hands-on experience in

US Loan Operations , a strong understanding of

CLO loans , and proven expertise in managing teams in a dynamic, high-volume environment.

Key Responsibilities

Lead and manage the

Loan Operations (Notice Tagging)

process, driving operational excellence.

Review untagged loan notices and accurately identify lender and facility details, activity type, and effective dates.

Partner with agent banks to resolve payment and exception issues.

Ensure all reporting exceptions are cleared before deadlines and escalate potential risks to management.

Conduct daily, weekly, and monthly reporting.

Build and maintain strong client relationships through effective communication and daily cadence calls.

Collaborate with Quality and Training teams to uphold process standards.

Manage capacity planning, forecasting, and team performance against SLAs.

Identify and implement process improvement opportunities.

Required Qualifications & Experience

Education :

Graduate / Postgraduate in Commerce or Business.

Experience : 4–6 years in

US Loan Operations , with at least

1 year of experience leading a team

of 15–20 members.

Strong understanding of

CLO loans

and associated workflows.

Demonstrated ability to manage large volume fluctuations and meet tight SLAs.

Experience in

process audits , documentation, and updating procedural manual

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Team Leader • Surat, Gujarat, India

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