Associate, Underwriting

1 Day ago • 1-3 Years

Job Summary

Job Description

The Associate, Customer Experience role at Oakbrook India supports underwriting loans. Responsibilities include reviewing applications, verifying documents, and ensuring accuracy. The role involves analyzing financial statements and credit reports to assess risk. The ideal candidate should have experience in a fast-paced environment and excellent stakeholder management skills. The job offers exposure to GenAI and is part of Blenheim Chalcot, a digital venture builder. The role requires knowledge of lending operations, analytical skills and communication capabilities. It's an opportunity to work in a global team, gaining knowledge and benefiting from continuous learning.
Must have:
  • Document Verification and Financial Data Analysis
  • Knowledge of Lending Operations and Underwriting Processes
  • Strong Analytical and Decision-Making Skills
Good to have:
  • Experience with GenAI/Automation tools in Financial Operations
  • Excellent Stakeholder Communication and Reporting Skills
  • Good knowledge in usage of MS office tools
Perks:
  • Competitive Compensation
  • Opportunity to work alongside the global team; gain diverse knowledge
  • Be part of Blenheim Chalcot
  • Private Medical for you and your immediate family & Life Insurance for yourself
  • Social events throughout the year

Job Details

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.

 

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About The Company

Blenheim Chalcot India is part of Blenheim Chalcot a global venture builder headquartered in the vibrant Scale Space campus in White City, London. With over 26 years of innovation, we've been at the forefront of creating some of the most groundbreaking GenAI-enabled companies. Our ventures lead the charge in digital disruption across a spectrum of industries, from FinTech to EdTech, GovTech to Media, and beyond. Our global presence spans the US, Europe, and Southeast Asia, with a portfolio that employs over 3,000 individuals, manages assets exceeding £1.8 billion, and boasts total portfolio sales of over £500 million.


At Blenheim Chalcot, we're more than venture capitalists; we're venture builders. We invest not only funds but also our wealth of knowledge, experience, and innovative ideas. We provide our ventures with the essential infrastructure and support they need to grow from start-up to scale to exit. Our entrepreneurs and co-founders benefit from access to global networks and business development services, enabling them to scale rapidly. Our digital expertise empowers big businesses to become more agile, while their global reach accelerates our ventures' growth.


Our mission is to be a great place for great people to become great entrepreneurs. We understand that in today's rapidly evolving business landscape, staying ahead requires constant upskilling and adaptability. Through our learning initiative, RedTeam, we offer comprehensive training programmes in a dynamic atmosphere, empowering our team members to tackle challenges head-on, expand their knowledge, and develop their skillset.


We're committed to transforming our ventures into profitable, sustainable businesses that revolutionise industries. Our ventures are designed to adapt to emerging customer behaviours and needs, ensuring that Blenheim Chalcot remains at the cutting edge of innovation. Join us and be part of nurturing the next generation of AI businesses that are prepared to reshape the world

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

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