Loan Officer Assistant Jobs

Manager – Residential Mortgage Underwriting Role Overview As a Manager – Residential Mortgage Underwriting at JazzX AI , you will lead a team of residential mortgage underwriting consultants responsible for translating real-world underwriting expertise into scalable, AI-powered mortgage underwriting solutions. You will be responsible for team management, underwriting quality, process governance, and domain leadership , while partnering closely with Product, Engineering, and AI teams to ensure underwriting logic, risk assessment, and decisioning accurately reflect industry standards and GSE guidelines. The ideal candidate will have strong hands-on experience in residential mortgage underwriting, proven people-management capabilities, and the ability to translate complex underwriting decisions into structured rules, workflows, and actionable feedback for technology teams. Key Responsibilities 1. Team Leadership & People Management Lead, mentor, and manage a team of residential mortgage underwriting consultants. Allocate underwriting assignments and ensure timely completion of deliverables. Review team performance, productivity, quality, and adherence to underwriting standards. Conduct regular 1:1s, provide coaching and feedback, and support professional development. Build a culture of accountability, knowledge sharing, and continuous improvement. Identify skill gaps and drive training and upskilling initiatives for the underwriting team. 2. Underwriting Quality & Governance Oversee underwriting of residential mortgage loan files, including purchase, rate-term refinance, and cash-out refinance transactions. Ensure underwriting decisions align with Fannie Mae DU and Freddie Mac LP guidelines , investor requirements, and applicable lending policies. Review complex, high-risk, and exception files and provide guidance to the team on appropriate decisions. Establish quality standards and conduct periodic reviews/audits of underwriting decisions. Identify recurring e

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Capital Team The Capital team manages the financial foundation that supports Affirm’s lending and innovation. We lead the funding, liquidity, and risk management strategy across capital markets, treasury, deal structuring, analytics, and bank partnerships. The team secures efficient funding while supporting sustainable business growth. We balance cost, flexibility, and risk to ensure Affirm’s financial resilience through all economic cycles. By optimizing capital structure and managing liquidity, we help build a scalable and resilient financial platform. We’re looking for a smart, driven individual to join our Quantitative Markets team. The team is responsible for structuring and pricing Affirm’s debt funding deals, developing platforms and tools for optimizing funding strategies, and building models to analyze and predict the performance of Affirm’s consumer loans. The ideal candidate will have experience in structuring asset-backed transactions, working with rating agencies, and building quantitative models. Given the cross-functional nature of the role, the ideal candidate should have strong interpersonal and communication skills. What You’ll Do Work closely with the Capital Markets team to evaluate, structure and price consumer asset-backed transactions Develop and enhance capital structuring and pricing models tailored to Affirm’s consumer loan portfolio to enable efficient deal execution Build quantitative models to analyze and predict the performance of Affirm’s consumer loans Provide insights on capital markets deals to cross-functional teams for more optimal and efficient funding strategy and merchant pricing Partner cross-functionally with our Capital Markets, Treasury, Merchant Pricing, Credit, Commercial, Product and Engineering teams to evaluate funding, product

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Capital Team The Capital team manages the financial foundation that supports Affirm’s lending and innovation. We lead the funding, liquidity, and risk management strategy across capital markets, treasury, deal structuring, analytics, and bank partnerships. The team secures efficient funding while supporting sustainable business growth. We balance cost, flexibility, and risk to ensure Affirm’s financial resilience through all economic cycles. By optimizing capital structure and managing liquidity, we help build a scalable and resilient financial platform. We’re looking for a smart, driven individual to join our Quantitative Markets team. The team is responsible for structuring and pricing Affirm’s debt funding deals, developing platforms and tools for optimizing funding strategies, and building models to analyze and predict the performance of Affirm’s consumer loans. The ideal candidate will have experience in structuring asset-backed transactions, working with rating agencies, and building quantitative models. Given the cross-functional nature of the role, the ideal candidate should have strong interpersonal and communication skills. What You’ll Do Work closely with the Capital Markets team to evaluate, structure and price consumer asset-backed transactions Develop and enhance capital structuring and pricing models tailored to Affirm’s consumer loan portfolio to enable efficient deal execution Build quantitative models to analyze and predict the performance of Affirm’s consumer loans Provide insights on capital markets deals to cross-functional teams for more optimal and efficient funding strategy and merchant pricing Partner cross-functionally with our Capital Markets, Treasury, Merchant Pricing, Credit, Commercial, Product and Engineering teams to evaluate funding, product

Overview The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, along with a plethora of AI-facilitated data and content. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. What You’ll Do: Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing regulatory filings Moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for buy-side and PE clients Work with our AI team to systematize diligence questions with the goals of automating certain fundamental research solutions Generate ideas and follow key investor views among relevant strategies within European credit Can be an in-person position or a fully remote work-from-home position What You Have: Must possess exceptional written and spoken English skills at a professional level Bachelor’s degree or Master’s degree 7 years or more of deep fundamental analyst experience ideally in a Private Equity setting Must follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporates on either the sell-side or buy-side. Some familiarity with capital structure or credit analysis, via the Broadly Syndicated Loan or Private Credit / Direct Lending markets. Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional

About Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Role We are looking for an experienced Growth professional (DGM/GM) to own customer acquisition, activation and usage for our Lending EMI business. The incumbent will drive the strategy and execution behind how customers discover, check their eligibility for, and activate Paytm EMI — spanning proactive outreach to pre-scored segments, always-on in-app/in-store eligibility checks, and in-the-moment discovery at the point of purchase. The role requires close partnership with Business Product, App Product, Risk, Risk Analytics, Brand Alliance, and Marketing teams to convert Paytm's existing user base — including Postpaid and other lending cohorts, and customers who already use Paytm's free credit report — into active, repeat EMI users, while keeping growth targets aligned with underwriting and portfolio quality constraints. About the Team The Growth team for Lending EMI owns the full top-of-funnel, activation charter and usage matrices: sizing and prioritizing the addressable base, running outbound and in-product campaigns, and measuring and improving conversion across every discovery channel — proactive whitelist outreach, standalone self- check, contextual at-purchase discovery, and merchant-assisted discovery. Key Responsibilities ● Own the GTM strategy and sequencing across customer segments (existing loan products/lending cohorts, the CIR base, internal usage patterns, new-to-credit customers) and merchant/category segments. ● Drive the proactive outreach ("Signup") program end to end: whitelist targeting, campaign design across push/SMS/email/in-app, frequency and consent management, and conversion tra

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: This Senior Dialer Analyst role reports to the Senior Director, Collections and Recovery Business Planning, Project Management & Analytics (BP&A). The Senior Dialer Analyst is a key member of our team here at SoFi, responsible for supporting all of our outbound/inbound dialer operations for Personals Loans, Credit Cards, and Loan Origination Outreach . Overall, work will also include driving Dialer improvement efforts in efficiency, effectiveness, and productivity, including implementing initiatives across 1LOD Business Controls. What you'll do: Operational Management Help the team manage daily dialer operations, ensuring campaigns start on time, run efficiently, and meet intensity targets. Identify and resolve technical issues, collaborating with IT and Telephony teams to implement upgrades and patches. Monitor agent status in real-time to maximize productivity and reduce idle time. Analytics & Reporting Create and maintain dashboards to track MTD metrics and validate the effectiveness of calling strategies. Analyze dialer metrics to provide recommendations for improving efficiency and effectiveness. Risk & Compliance Ensure all dialing activities comply with FDCPA, Reg F, TCPA, and state laws. Partner with Risk stakeholders to establish control inventories, descriptio

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts. SoFi’s Global Operations is responsible for delivering SoFi’s end-to-end member servicing and operational support across products, including account opening, loan funding, member support, fraud operations, and service readiness. The team partners across business, product, engineering, risk, and vendor organizations to improve the member experience while balancing service quality, operational risk, unit economics, staffing capacity, and expense efficiency. A finance partner supporting Global Operations helps translate these operational drivers into forecasts, budgets, KPI insights, and investment tradeoffs that enable leaders to make disciplined, data-driven decisions. What you’ll do: Facilitate annual, quarterly, and intra-quarter financial forecasting for SoFi’s Operations Function Support the monthly close and budget vs. actuals analysis in partnership with accounting and strategic finance partners to drive clarity and accountability on expense trends for Operations and Business leadership Make decisions on whether the firm should deviate from the forecasted quarterly plan by weighing financial and strategic tr

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements: 1. Grow Distribution and Market share in the assigned area (Rural) of operations. 2. Visibility and Accountability through sale of the financial products. 3. Identify and recruit the sales team (FSE) to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 11. Sale of cross sales product to existing and new merchants like Merchant Loan, Personal Loan, GOLD SIP etc along with Upgrades for the merchant 12. Good understanding of lending products 13. Able to train and groom the manpower allocated to him Education : Graduate or above / Post Graduation preferred. Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by i

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About Enterprise Risk & Internal Audit The Enterprise Risk & Internal Audit department protects Affirm’s operations and long-term success. We identify, assess, and monitor risk across the business. Our work includes internal audits, regulatory assurance, fraud prevention, and crisis planning. The team maintains strong controls, tracks key risk indicators, and ensures readiness for external reviews. We uphold accountability, transparency, and resilience to support responsible growth. About the Team We're looking for an intelligent, driven professional to join our Model Risk Management (MRM) team as a Lead validator for Finance and Analytics models. MRM serves as Affirm's second line of defense, establishing and overseeing an effective model risk management framework to identify, quantify, monitor, mitigate, and report on model risk throughout the company. What You'll Do: Perform independent challenges of financial and analytics quantitative models — including ALM, allowance/loss forecasting, loan transition models (LTM), corporate financial planning models, take-up and engagement models, and related decision-support analytics — through rigorous validation and ongoing monitoring Lead end-to-end validation engagements on high-complexity, high-criticality models Identify model weaknesses, limitations, and opportunities for improvement; articulate findings clearly to technical and non-technical stakeholders Collaborate with model owners and stakeholders across Finance, Quantitative Research, and Growth Analytics to remediate validation findings and strengthen model governance Partner cross-functionally to implement and maintain the company's MRM framework Partner with Internal Audit, Internal Controls, Accounting, and Compliance to ensure timely resolution of audit, regulatory, and exami

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About Enterprise Risk & Internal Audit The Enterprise Risk & Internal Audit department protects Affirm’s operations and long-term success. We identify, assess, and monitor risk across the business. Our work includes internal audits, regulatory assurance, fraud prevention, and crisis planning. The team maintains strong controls, tracks key risk indicators, and ensures readiness for external reviews. We uphold accountability, transparency, and resilience to support responsible growth. About the Team We're looking for an intelligent, driven professional to join our Model Risk Management (MRM) team as a Lead validator for Finance and Analytics models. MRM serves as Affirm's second line of defense, establishing and overseeing an effective model risk management framework to identify, quantify, monitor, mitigate, and report on model risk throughout the company. What You'll Do: Perform independent challenges of financial and analytics quantitative models — including ALM, allowance/loss forecasting, loan transition models (LTM), corporate financial planning models, take-up and engagement models, and related decision-support analytics — through rigorous validation and ongoing monitoring Lead end-to-end validation engagements on high-complexity, high-criticality models Identify model weaknesses, limitations, and opportunities for improvement; articulate findings clearly to technical and non-technical stakeholders Collaborate with model owners and stakeholders across Finance, Quantitative Research, and Growth Analytics to remediate validation findings and strengthen model governance Partner cross-functionally to implement and maintain the company's MRM framework Partner with Internal Audit, Internal Controls, Accounting, and Compliance to ensure timely resolution of audit, regulatory, and exami

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements: 1. Grow Distribution and Market share in the assigned area (Rural) of operations. 2. Visibility and Accountability through sale of the financial products. 3. Identify and recruit the sales team (FSE) to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 11. Sale of cross sales product to existing and new merchants like Merchant Loan, Personal Loan, GOLD SIP etc along with Upgrades for the merchant 12. Good understanding of lending products 13. Able to train and groom the manpower allocated to him Education : Graduate or above / Post Graduation preferred. Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by i

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements: 1. Grow Distribution and Market share in the assigned area (Rural) of operations. 2. Visibility and Accountability through sale of the financial products. 3. Identify and recruit the sales team (FSE) to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 11. Sale of cross sales product to existing and new merchants like Merchant Loan, Personal Loan, GOLD SIP etc along with Upgrades for the merchant 12. Good understanding of lending products 13. Able to train and groom the manpower allocated to him Education : Graduate or above / Post Graduation preferred. Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by i

Job Title: Credit Analyst About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. Job Description: Purpose of the Role & Responsibilities Perform credit underwriting and appraisal for corporate/wholesale banking clients, including detailed credit reports Prepare end-to-end credit proposals (industry & peer analysis, risk assessment, internal rating, documentation, collateral evaluation) Conduct financial analysis (cash flow, working capital, leverage, EV, ratio analysis) Evaluate loan structures, including term loans, working capital facilities, and trade finance exposures Assess financial & non-financial covenants and monitor compliance Analyze collateral/security structures (fund-based & non-fund-base

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements: 1. Grow Distribution and Market share in the assigned area (Rural) of operations. 2. Visibility and Accountability through sale of the financial products. 3. Identify and recruit the sales team (FSE) to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 11. Sale of cross sales product to existing and new merchants like Merchant Loan, Personal Loan, GOLD SIP etc along with Upgrades for the merchant 12. Good understanding of lending products 13. Able to train and groom the manpower allocated to him Education : Graduate or above / Post Graduation preferred. Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by i

Envoy Global is a proven innovator in the global immigration space. Our mission combines our industry-leading tech platform with holistic service to streamline, simplify and expedite the immigration process for employers and individuals. We are seeking a highly motivated Payroll Specialist / Payroll Manager - Europe and Africa to join us on a full-time basis. This role is integral to ensuring accurate, compliant, and timely payroll operations across multiple regions, including the United Kingdom, Germany, South Africa, Kenya, and Namibia . As a key member of the HR function, the Payroll Specialist will manage end-to-end payroll processing, maintain and analyze confidential payroll data, and serve as a primary payroll resource for employees across the EMEA region. Working closely with the Payroll Manager, HR, Finance, Country Managers, HRIS teams, and external payroll providers, you will ensure payroll accuracy, compliance with country-specific regulations, and an excellent employee experience. As our Payroll Specialist / Payroll Manager - Europe and Africa, you will be required to: Payroll Operations Manage end-to-end monthly payroll processing across the UK, Germany, South Africa, Kenya, and Namibia. Review and prepare multi-country payrolls for salaried and hourly employees in accordance with local legislation and company policies. Support the Payroll Manager with broader global payroll operations and process improvements. Ensure timely and accurate payroll execution, validations, reconciliations, and reporting activities. Maintain payroll records, employee data, and payroll system integrity. UK Payroll Compliance Ensure compliance with HMRC regulations and UK payroll legislation. Process PAYE, National Insurance Contributions (NIC), student loan deductions, and statutory payments. Support year-end payroll activities including P60s, P11Ds, P45s, and payroll reconciliations. Liaise with HMRC and external payroll providers as required. EMEA Payroll