DSA & Credit Coordination Manager - Internship

About the internship:The manager will act as the central owner of loan cases, from requirement analysis and lender selection through document collection, credit review, legal and valuation clearance, sanction, and disbursement. The role combines finance knowledge, stakeholder management, disciplined follow-up, and trustworthy handling of sensitive information.

Selected intern's day-to-day responsibilities include:

A. Analysis & Case Structuring

1. Understand the customer, business, project, property, funding need, and repayment capacity.

2. Review banking, turnover, GST returns, ITRs, financial statements, and existing liabilities.

3. Identify eligibility, risks, and missing information; select suitable products and lenders.

4. Structure business loans, LAP, working capital, composite loans, construction finance and project funding cases.

5. Prepare case notes, financial summaries, CMA inputs, projections and lender presentations.

B. Lender, Customer & Stakeholder Coordination

1. Coordinate with bankers, NBFC teams, DSAs, customers, CAs, CSs, builders and developers.

2. Present cases accurately, respond to queries, and track progress from login to disbursement.

3. Compare indicative terms, tenure, pricing, security requirements, and sanction conditions.

4. Provide timely and realistic status updates without making unauthorized promises.

C. Legal, Valuation & Technical Coordination

1. Coordinate title verification and legal opinions with advocates.

2. Arrange site visits, property valuation, and technical reports.

3. Review basic ownership and property records, identify missing information, and obtain clarifications.

4. Track all legal, valuation, technical, and pre-disbursement conditions to completion.

D. Founder's Office & Reporting

1. Attend daily meetings, translate priorities into action plans, and independently execute them.

2. Maintain a live pipeline of new, logged-in, sanctioned, disbursed, rejected, and pending cases.

3. Track pending documents, lender queries, legal status, valuation status, and next action.

4. Identify issues early, propose alternatives, and escalate only material decisions.

5. Maintain strict confidentiality and provide daily and weekly progress reports.Who can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 2nd Oct'26 and 6th Nov'26are available for duration of 3 monthshave relevant skills and interestsStipend:INR₹ 5,000 - 15,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, Informal dress code, 5 days a week, Free snacks & beveragesSkills required:Finance, Client Interaction, Banking, Interpersonal skills, Effective Communication, Document Management, Case Management and Document ReviewOther Requirements:1. Degree in Commerce, Finance, Banking, or Business; CA Inter, CMA Inter, or Executive is an advantage.2. Preferred: 2-5 years in a DSA, bank, NBFC, credit-processing firm, or financial consultancy.3. Strong banking and finance knowledge, numerical analysis, case structuring, and documentation ability.4. Excellent communication, negotiation, follow-up, problem-solving, and task-closure skills.5. Good English is required. Kannada is preferred and adds value for customer, landowner, builder, and local stakeholder communication.About Company:Umakula Engineers Builders and Developers Private Limited is a Bengaluru-based engineering, construction, and development company established in 2018. We are engaged in building and development activities with a focus on quality execution, efficient project management, and practical on-site implementation.

Our projects provide opportunities to work across various aspects of construction and project execution, including site supervision, planning and scheduling, coordination with contractors and vendors, material management, quality control, estimation, documentation, and monitoring of project progress.Additional information:Integrity Requirements:

1. Protect customer, company, banking, legal, and property information.

2. Never create, alter, or submit false or misleading documents.

3. Disclose conflicts and outside commissions; maintain transparent records.

4. Do not promise sanction, pricing, or disbursement without written lender confirmation.

Responsibilities

The manager will act as the central owner of loan cases, from requirement analysis and lender selection through document collection, credit review, legal and valuation clearance, sanction, and disbursement. The role combines finance knowledge, stakeholder management, disciplined follow-up, and trustworthy handling of sensitive information.

Selected intern's day-to-day responsibilities include:

A. Analysis & Case Structuring

1. Understand the customer, business, project, property, funding need, and repayment capacity.

2. Review banking, turnover, GST returns, ITRs, financial statements, and existing liabilities.

3. Identify eligibility, risks, and missing information; select suitable products and lenders.

4. Structure business loans, LAP, working capital, composite loans, construction finance and project funding cases.

5. Prepare case notes, financial summaries, CMA inputs, projections and lender presentations.

B. Lender, Customer & Stakeholder Coordination

1. Coordinate with bankers, NBFC teams, DSAs, customers, CAs, CSs, builders and developers.

2. Present cases accurately, respond to queries, and track progress from login to disbursement.

3. Compare indicative terms, tenure, pricing, security requirements, and sanction conditions.

4. Provide timely and realistic status updates without making unauthorized promises.

C. Legal, Valuation & Technical Coordination

1. Coordinate title verification and legal opinions with advocates.

2. Arrange site visits, property valuation, and technical reports.

3. Review basic ownership and property records, identify missing information, and obtain clarifications.

4. Track all legal, valuation, technical, and pre-disbursement conditions to completion.

D. Founder's Office & Reporting

1. Attend daily meetings, translate priorities into action plans, and independently execute them.

2. Maintain a live pipeline of new, logged-in, sanctioned, disbursed, rejected, and pending cases.

3. Track pending documents, lender queries, legal status, valuation status, and next action.

4. Identify issues early, propose alternatives, and escalate only material decisions.

5. Maintain strict confidentiality and provide daily and weekly progress reports.