Loan Solutions Consultant
Loan Solutions Consultant
CDI
Mission
We are looking for a Loan Solutions Consultant to join our Inetum Team and be a part of a work culture focused on innovation! Your role will be key in managing and optimizing loan processes to ensure efficiency and compliance. You will oversee documentation, transaction processing, and reporting while maintaining alignment with client needs and business objectives.
Main Responsibilities:
- Manage and process essential documentation (credit agreements, transaction records, utilization requests), ensuring proper signing and validation.
- Ensure the processing and management of all transactions (trade settlements, loan repayments, and restructurings) in compliance with internal procedures.
- Extract reports (collateral, positions, accruals), perform financial reconciliations, and provide information to support decision-making and oversight functions.
- Analyze and integrate data across systems, cross-checking multiple sources to ensure accuracy and reliability.
- Conduct operational controls and risk assessments, following procedures, verification mechanisms, and methodologies such as the four-eye review.
- Provide efficient client service by following up on instructions, addressing inquiries, and escalating unresolved issues to the appropriate channels.
- Participate in professional training, support the integration of new team members, and facilitate the onboarding process.
- Contribute to continuous improvement by identifying optimization opportunities and assisting in their implementation.
Profil
- Academic background in Accounting, Economics, Finance or similar.
- More than one year of professional experience in banking operations and financial services.
- Proficiency in MS Office, specially Excel.
- Excellent communication skills.
- Fluency in English.
- Location: Lisbon
- Work mode: Hybrid
Organisation
Inetum is a European leader in digital services. Inetum’s team of 28,000 consultants and specialists strive every day to make a digital impact for businesses, public sector entities and society. Inetum’s solutions aim at contributing to its clients’ performance and innovation as well as the common good. Present in 19 countries with a dense network of sites, Inetum partners with major software publishers to meet the challenges of digital transformation with proximity and flexibility. Driven by its ambition for growth and scale, Inetum generated sales of 2.5 billion euros in 2023.