CPRI-Loan Portfolio Management Consultant

Tanqeeb; Abu Dhabi; On-site; AED 350,000 - 600,000; Full time

Job summary

Tanqeeb in Abu Dhabi seeks a senior professional to analyze and document business requirements for corporate lending and insurance products. You will coordinate approvals from HO and ADGM and support platform development at ADGM.

You will collaborate with stakeholders to set up credit insurance processes, perform gap analyses, and ensure AML/KYC/FSRA compliance. The role involves KPI monitoring, UAT coordination, and SOP development.

Qualifications

• Bachelor’s degree in business, Finance, Economics, or related field (MBA preferred).
• 7+ years of corporate banking experience focused on Lending.
• Insurance knowledge related to CPRI, SRT, etc., is required.
• Strong understanding of corporate credit, loan lifecycle, and insurance matters.
• Familiarity with core banking systems, CRM tools, and insurance platforms.
• Experience with Agile/Scrum is a plus.

Responsibilities

• Analyze and document business requirements for corporate lending and insurance products.
• Prepare and coordinate product approvals from HO and ADGM.
• Support development and implementation of lending and insurance platform at ADGM.
• Collaborate with stakeholders to set up credit insurance and claim processes at ADGM.
• Conduct gap analysis and propose enhancements to systems and workflows to meet regulatory requirements.
• Ensure compliance with AML, KYC, CRR, CBUAE, FSRA frameworks.
• Prepare business cases, process maps, and functional specifications.
• Liaise with ADGM Management, IT, risk, compliance, and other units to deliver end-to-end solutions.
• Monitor KPIs and generate reports to support decision-making.
• Coordinate UAT and support post-implementation reviews.
• Review insurance policies and create checklists (pre/post binding).
• Develop CPRI-related SOPs.
• Facilitate insurance training for team members and stakeholders.
• Monitor CPRI loans post-binding throughout the lifecycle.
• Manage relationships with brokers, insurers and other stakeholders for execution and post-binding management.

Skills

Corporate banking

Lending

Insurance knowledge

Credit lifecycle

Regulatory compliance

Agile/Scrum

Education

Bachelor’s degree in business, Finance, Economics, or related field

MBA preferred

Tools

CRM tools

Core banking systems

Insurance platforms

Job description

• Analyze and document business requirements (including Product Program) corporate lending and insurance products

• Prepare and coordinate relevant product approvals from HO and ADGM

• Support the development and implementation of lending and insurance platform at ADGM

• Collaborate with stakeholders to set up the credit insurance and claim process at the ADGM

• Conduct gap analysis and propose enhancements to existing systems and workflows in line with regulatory requirements, legal frameworks and documentation

• Ensure compliance with regulatory frameworks (e.g., AML, KYC,CRR, CBUAE, FSRA)

• Prepare business cases, process maps, and functional specifications

• Liaise with ADGM Management, IT, risk, compliance, other business / support units (such as coverage, loan origination, loan distribution, loan portfolio management, legal, finance, , CAD, operations) to deliver end-to-end solutions

• Monitor KPIs and generate reports to support strategic decision-making

• Coordinate UAT (User Acceptance Testing) and support post-implementation reviews

• Review insurance policies and support creation of checklists (pre/post binding)

• Develop CPRI related SOPs

• Facilitate insurance related training for existing and new team-members within the LPM team and with relevant stakeholders in the Bank

• Manage monitoring of CPRI loans post policy binding throughout the lifecycle of the transaction

• Manage relationships with brokers, insurers and other stakeholders (internal/external) for effective execution and post binding management

Desired Candidate Profile

• Bachelor’s degree in business, Finance, Economics, or related field (MBA preferred)

• 7+ years of experience in corporate banking specifically in Lending. Insurance knowledge specifically related to insurance (CPRI, SRT etc.) is a key requirement

• Strong understanding of corporate credit, loan lifecycle, and insurance(pre and post close matters)

• Familiarity with core banking systems, CRM tools, and insurance platforms

• Experience with Agile/Scrum methodologies is a plus

Skillscorporate bankingregulatory compliancebusiness analysis