Experience

SuperRecords Pty Ltd.

• Australia
• Financial Services
• 1 - 100 Employee

• Assistant Manager

  • Apr 2022 - Present

  •Managing a team of 18 individuals of Australian Mortgage, Asset and Quipment finance, Commercial Finance, Medical Lending and Unsecured lending process responsible for obtaining documents by interacting with client/third party vendors and advisors. •Handling mortgage and para planning advisor and brokers, taking ownership for a group of client assigned, taking initiative to own operation for assigned clients. •Following up and strictly adhering to pre-established policies and procedure. •Timely escalation of identified and unresolved issues. •Working with pre-determined deadlines and prioritizing workloads whilst working under pressure. •Responsible for day-to-day operational execution, control over volume, SLA, TAT, KPI and process changes. •Handling both Australian Mortgage and Financial planning team by cross functionally trained in regards to preparing SOA, ROAs and Admin work in financial planning. •Responsible to hire, train and mentor the team of professional to ensure best in class delivery. •Understanding of end to end home loan process that is in regards to both Lenders and Brokers.



Genpact

• United States
• Insurance
• 1 - 100 Employee

• Process Developer

  • Nov 2021 - Apr 2022

  •Prepared MIS allocation tool ( Redstar tool ) so that tasks can be allocated as per complexity wise.•Trained resources in regards to different types of income i.e Payg income, Government allowance, Bonus, Rental, Superannuation, Child support and Self employed ( Sole proprietor, Company, Partnership and Trust ).•Trained resources about the concepts like FHLDS, LMI, BICOE and Guarantor applications.•Trained resources on how to verify undisclosed liabilities and expenses from received bank statements, verifying Market appraisal in case of proposed rental income etc.•Trained resources on how to verify different valuations i.e Desktop and Physical valuations.Also how to verify title searches that comes state wise and to verify caveat and covenant.•Trained resources on how to do verification of identity with available Id documents of customer i.e Driver license, Passport, Medicare card, Visa, Marriage/Birth certificate which differs from case to case.•Trained resources on how to verify documents when Joint ownership moves to single ownership term or how to verify TBA title properties i.e pre approval applications.

• Process Trainer

  • Dec 2020 - Apr 2022

  • Ensure quality and consistency across the full scope of learning activities.• In a professional and diligent manner, to carry out the work specified in this job description and the specific tasks as agreed in the annual plan and reviewed periodically with the reporting manager• To work as part of the staff team to achieve our organisational/team goals.

• Subject Matter Expert

  • Mar 2020 - Nov 2020

  • Ensure team follows determined workflow, thereby meeting service level agreements that have been identified.• Ensure team is providing a high level of customer service to internal and external customers.

• Process Associate

  • Sep 2018 - Feb 2020

  • Handling client requests for home loans.• Verifying home loan requests.• Talking to client over the phone.• Act as point of contact between loan officers, underwriters and clients.• Gather all important data from client (assets, debts etc.).• Understanding of loan underwriting and processing procedures.• Request items from client’s credit report.



Infosys BPM

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Process Executive

  • Jul 2017 - Sep 2018

  Member of Bayview loan servicing process. Worked in Tax servicing process - Escrow and Analysis. Calling the county offices for verification of Tax amounts and bills. Fetching customer tax information from Netronline and county website. Communicating with Third parties for properties on tax sale and tax liens. Member of Bayview loan servicing process. Worked in Tax servicing process - Escrow and Analysis. Calling the county offices for verification of Tax amounts and bills. Fetching customer tax information from Netronline and county website. Communicating with Third parties for properties on tax sale and tax liens.