Data Analyst

Money View; Bengaluru; Hybrid; INR 400,000 - 800,000; Full time

Job summary

Money View in Bengaluru is seeking a detail-oriented Loan Operations Analyst to monitor funnels, reconcile partner books, and share daily MIS reports. The role focuses on improving turnaround times, ensuring data accuracy, and maintaining strong stakeholder communication.

You'll analyze TAT trends, oversee loan closures, and coordinate with external partners to ensure compliant documentation and seamless lifecycle processes.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Proven experience in loan operations or a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in MS Excel and other reporting tools.

Responsibilities

• Funnel Monitoring: Regularly monitor hygiene parameters multiple times throughout the day.
• Funnel Monitoring: Proactively identify and address delays in the turnaround time (TAT) for loan disbursal to enhance operational efficiency.
• Reconciliation: Conduct various types of reconciliations post-loan disbursal to ensure that our systems (Partner Books and MV Book) remain aligned.
• Reconciliation: Identify discrepancies and work towards resolution in collaboration with relevant stakeholders.
• MIS Report Sharing: Prepare and distribute daily MIS reports to partners, ensuring they have the necessary insights for decision-making.
• MIS Report Sharing: Ensure accuracy and timeliness in reporting.
• TAT Analysis: Analyze turnaround times regularly to identify trends and areas for improvement.
• TAT Analysis: Work closely with the team to implement strategies to optimize TAT.
• Loan Closure: Oversee the loan closure process, ensuring a smooth transition once complete payment is received against the loan.
• Loan Closure: Collaborate with relevant teams to ensure accurate documentation and compliance during the closure process.
• Coordinate with Partners: Liaise with partners to streamline processes and ensure all parties are aligned throughout the loan lifecycle.
• Coordinate with Partners: Build and maintain strong relationships with external partners to facilitate effective communication and resolve any issues promptly.

Skills

Analytical skills

Communication skills

Interpersonal skills

Excel and reporting tools

Education

Bachelor's degree in Finance/Business/related field

Tools

MS Excel

Reporting tools

Job description

Key Responsibilities:

• Funnel Monitoring:

  • Regularly monitor hygiene parameters multiple times throughout the day.
  • Proactively identify and address delays in the turnaround time (TAT) for loan disbursal to enhance operational efficiency.

• Reconciliation:

  • Conduct various types of reconciliations post-loan disbursal to ensure that our systems (Partner Books and MV Book) remain aligned.
  • Identify discrepancies and work towards resolution in collaboration with relevant stakeholders.

• MIS Report Sharing:

  • Prepare and distribute daily MIS reports to partners, ensuring they have the necessary insights for decision-making.
  • Ensure accuracy and timeliness in reporting.

• TAT Analysis:

  • Analyze turnaround times regularly to identify trends and areas for improvement.
  • Work closely with the team to implement strategies to optimize TAT.

• Loan Closure:

  • Oversee the loan closure process, ensuring a smooth transition once complete payment is received against the loan.
  • Collaborate with relevant teams to ensure accurate documentation and compliance during the closure process.

• Coordinate with Partners:

  • Liaise with partners to streamline processes and ensure all parties are aligned throughout the loan lifecycle.
  • Build and maintain strong relationships with external partners to facilitate effective communication and resolve any issues promptly.

Qualifications:

• Bachelors degree in Finance, Business, or a related field.
• Proven experience in loan operations or a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in MS Excel and other reporting tools.