Manager, Loan Data Extraction

Overview:

We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. 

As a Manager of the Loan Data Extraction team specializing in institutional real estate clients, your primary responsibility will be to manage the team who will review and extract data from various types of real estate source documents, such as loan agreements, promissory notes, and guarantees, as a pivotal process in modeling debt portfolios for our clients. You will use your expertise to ensure data is complete, accurate, and timely. You should have a background in real estate investment or data management. You should also have exceptional attention to detail, with the ability to identify and resolve discrepancies or errors in data as well as strong analytical skills with the ability to review and extract data from various types of real estate source documents. You will report to Managing Director – India.

In this role you will:

• Lead the Loan Data Extraction team who will review and extract information from various types of real estate source documents, such as loan agreements and promissory notes, to model loan cashflows, extension details, and prepayment optionality.


• Collaborate with internal team members and other stakeholders to ensure that projects and deliverables are completed on time and to the satisfaction of clients.


• Communicate effectively with internal team members and other stakeholders, using strong verbal and written communication skills to convey complex ideas and information associated with the data extraction and quality assurance process.


• Complete internal training modules to gain critical skills and knowledge needed to complete extraction responsibilities efficiently and effectively.


• Create and monitor Quality metrics and ensure employee feedback is objective based on SMART goals.


• Create and maintain updated documentation: Standard Operating Procedures, Process Maps, Defect Definition, and Training Materials. Focus on process improvement and automation initiatives.

Your impact:

As Manager, you will oversee the Loan Data Extraction process for a client or multiple clients, ensuring that institutional real estate investors receive high-quality, accurate, and timely data solutions. Your leadership will be critical in managing the team’s performance, driving improvements in processes, and ensuring that all deliverables meet the high standards expected by our clients.

Contributors to your success: 

• Post Graduate degree in Commerce, Accounting, Finance, or related fields.


• 10+ years of experience in financial document processing, credit analysis, loan operations, or a similar field.


• Proven experience leading a team and managing extraction or operations projects.


• Strong understanding of loan structures, credit agreements, and key financial covenants.


• Familiarity with AI/ML tools used for data extraction (e.g., AWS Textract, Google Document AI, Kira, Hyperscience) is a strong advantage.


• Leadership: Ability to lead and mentor a team while ensuring quality and adherence to processes.


• Attention to Detail – Precision is critical when extracting loan terms, interest rates, borrower details, and covenants to avoid costly errors.


• Understanding of Loan Documents – Familiarity with credit agreements, promissory notes, and term sheets helps in accurately identifying and interpreting relevant data.


• Data Entry Speed and Accuracy – Efficiently inputting data into systems without mistakes ensures smooth downstream processing and compliance.


• Critical Thinking & Pattern Recognition – Spotting inconsistencies, missing information, or potential red flags requires an analytical mindset.


• Effective communication skills – Ability to convey complex ideas and information (verbally or in writing) to internal team members and other stakeholders. 


• Real estate familiarity – Experience working with institutional real estate data or clients is a plus. 

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 750 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1.5 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com.

Chatham Financial is an equal opportunity employer.

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