Associate, Underwriting

The Role

The Associate, Customer Experience is a vital role within the Oakbrook India and this role will support Oakbrook for underwriting of loans. You will gain hands-on experience in a fast-paced and progressive environment, where you will support us in building our next generation of GenAI-enabled tech businesses.

You would be dealing in reviewing applications verifying documents and ensuring all required information is complete and accurate. Analyze financial statements, credit reports, and other relevant data to determine the risk profile of applicants. Support the underwriting team in making informed decisions by preparing and presenting customer data and analysis.

About you

The ideal candidate will have a track-record in delivering results in a fast-moving business and hence be comfortable with change and uncertainty. Excellent stakeholder management experience is essential to being successful in this role.

Qualifications:

• 1-3 years of experience in fintech/Mortgage/Lending operations for UK/US clients
• Operational experience with all phases of banking/lending customer life cycle like call centre, back office, retention
• Knowledge and Subject Matter Expertise around lending processes, and systems
• Excellent analytical skills to identify the process/product gaps and provide resolution.
• Graduate/Under-graduate from recognized university

🔹 Skills Requirement: To be filled by Hiring Manager

Must-Have Skills (Top 3):

• Document Verification and Financial Data Analysis (Bank Statements, Credit Reports, Financial Statements)
• Knowledge of Lending Operations and Underwriting Processes (preferably for UK/US clients)
• Strong Analytical and Decision-Making Skills

Good-to-Have Skills (Up to 3):

• Experience with GenAI/Automation tools in Financial Operations
• Excellent Stakeholder Communication and Reporting Skills
  Good knowledge in usage of MS office tools|

What do we offer?

• Competitive Compensation.
• Opportunity to work alongside the global team; gain diverse knowledge.
• Be part of Blenheim Chalcot: World’s Leading Digital Venture Builder and be exposed to the right mix of challenges, within a culture that promotes continuous learning and development and opportunity to work with Gen AI.
• Private Medical for you and your immediate family & Life Insurance for yourself.
• Social events throughout the year.