Loan Officer

Capgemini; Porto; Hybrid; EUR 25,000 - 32,000; Full time

Benefits offered by this job

Health and Life insurance

Referral program with bonuses

Hybrid work policy

Job summary

Capgemini Portugal is hiring a Loan Officer for Porto (hybrid work). You will perform ownership verification, record keeping, and reconciliations, liaise with clients and asset managers, and contribute to process improvements. A strong Excel skillset and English fluency are required, along with 1+ year in financial operations.

The role offers a hybrid work model, with a focus on accuracy, compliance, and collaboration across multiple teams in a dynamic environment.

Qualifications

• Academic background in Management, Economics, Finance, Business Administration, or related field.
• At least 1 year of experience in financial operations, loan administration, reconciliation, or similar.
• Strong Excel skills and ability to analyze large data sets.
• Fluency in English.

Responsibilities

• Ownership verification and record keeping of loan and fund records with accurate processing and maintenance.
• Conduct document, position, and holdings reconciliations, investigating discrepancies.
• Maintain accurate documentation, reporting, and certification records per internal controls.
• Liaise with clients, Asset Managers, Loan Agents, Fund Accountants, and other stakeholders to obtain information.
• Contribute to process improvements and operational efficiency initiatives.

Skills

Strong Excel skills

English fluency

Attention to detail

Analytical thinking

Stakeholder management

Education

Bachelor's degree in Management, Economics, Finance, Business Administration or related field

Job description

## **Loan Officer**Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you’d like, where you’ll be supported and inspired by a collaborative community of colleagues around the world, and where you’ll be able to reimagine what’s possible. Join us and help the world’s leading organizations unlock the value of technology and build a more sustainable, more inclusive world.## **Your Role**We are hiring a **Loan Officer** to join our team in **Porto (hybrid work)**.**Main responsibilities:*** Perform **Ownership Verification and Record Keeping** activities, ensuring accurate processing and maintenance of loan and fund records.* Conduct **document, position, and holdings reconciliations**, investigating and resolving discrepancies or data breaks.* Maintain accurate documentation, reporting, and certification records in line with internal controls and compliance standards.* Liaise with **clients, Asset Managers, Loan Agents, Fund Accountants, and other stakeholders** to obtain information and resolve queries.* Contribute to process improvements, operational efficiency initiatives, and team knowledge-sharing activities.## **Your Profile*** Academic background in **Management, Economics, Finance, Business Administration, or a related field**.* **At least 1 year of experience** in financial operations, **loan** administration, reconciliation, record keeping, or a similar operational banking environment.* Solid understanding of **reconciliation processes, data validation, and operational controls** within financial services.* Strong **Excel skills**, with the ability to analyse, reconcile, and interpret large data sets accurately.* Previous exposure to a **Banking, Asset Management, Fund Services, or Financial Services environment**.* Fluency in **English**, both written and spoken.* Excellent attention to detail, analytical mindset, critical thinking, and problem-solving skills.* Strong communication and stakeholder management abilities, with the capacity to work effectively across multiple teams and external parties.## **What You'll Love About Working Here*** At Capgemini Portugal we have a flexible and dynamic work environment. Flexibility enables a better work-life balance and gives more flexibility to the employee to manage the working hours, as well if he works at the office or remotely, according with the company’s hybrid work policy;* We have local programs that promote people growth, reskill and new skills development (Career Acceleration Programs);* We promote an empowering environment with autonomy and peers' relationships among the top scores of our Monthly Employees' feedback; Next to this, we also offer an attractive compensation package and benefits such as Health and Life insurance, as well as Referral program with bonuses for talent recommendations and other fringe benefits according with our partnerships in force.* Capgemini Portugal is an equal opportunity employer. We promote equality and dignity in all aspects of recruitment and employment, as well as employment offers and promotions made according with competence and ability or performance, respectively.## **About Capgemini**Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fuelled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.Get the future you want | www.capgemini.comApply now!#LI-Hybrid