Loan Officer

About This Role

The Loan Officer will join the team in Porto, focusing on ownership verification, record keeping, and reconciliation activities for loan and fund records. This role involves ensuring accurate processing, maintaining documentation, and resolving discrepancies while liaising with various stakeholders.

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

Requirements

• 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

Benefits

• Flexible and dynamic work environment
• Local programs that promote people growth, reskill and new skills development (Career Acceleration Programs)
• Empowering environment with autonomy and peers' relationships
• Attractive compensation package
• Health and Life insurance
• Referral program with bonuses for talent recommendations
• Other fringe benefits according with partnerships in force

Important Details

• Work format: hybrid work

About the Company

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. The Group reported 2023 global revenues of €22.5 billion.