Professional Documents
Culture Documents
Location – Gurgaon
Lexloan majorly deal with Loan trade settlement and for that which we need to replicate the
allocation of the trades to the Client system on a regular basis and maintaining the status of the
same. At times when funds are KYC pending we need to complete the KYC process for the
same, which involves a continuous interaction with counterparties and our internal KYC teams.
Moreover, there are reports which are to be prepared on a regular basis.
• Replicate the allocation of the trades to the Client system on a regular basis and
maintaining the status of the same.
• Onboarding new clients through appropriate KYC channels
• Handling KYC processes for Corporate & Investment Banking clients
• Reconciling trade blotters and preparing various reports
• Reviewing Audit confirmation requests from various counterparties
• Ensure trades are booked/ allocated in internal system Loan IQ according to information
available on third party websites like ClearPar & VTS
• Ensuring high Quality delivery and TAT compliance; 100% compliance to client SLAs
• Organize, manage and track multiple tasks and in a fast-paced, deadline driven, work
environment
• Working with the Closing team to ensure that trade settlements are not impacted by
pending block allocation & KYC.
Personal attributes
• Must be well organized and able to juggle multiple tasks - dynamic, and action-
orientated, which meets deadlines and makes it happen.
• Must have ability to build and maintain relationships and work confidently with people at
all levels
• Must possess an enthusiastic and approachable personality.
Restricted
Classified as Confidential-Internal
• Must be an excellent communicator (written and verbal) with the ability to earn trust and
credibility.
• Flexible to work in Night shifts
• Must be good with numbers and other financial aspects.
• Must have ability to demonstrate a high degree of confidentiality
• Must be willing to accept responsibility and make decisions based on experience,
education and understanding of business/client needs.
UnitedLex is committed to preserving the confidentiality, integrity, and availability of all the
physical and electronic information assets throughout the organization. Consistent with the
UnitedLex ISMS policy and the ISO 27001 standard, every employee is responsible for
complying with UnitedLex information security policies and reporting all security concerns,
weaknesses, and breaches.
Skill set: Loan Syndication, Loan Servicing, ClearPar, Investment Banking, Loan IQ
Restricted
Classified as Confidential-Internal