-Prescreen file for submission documents and data information based on checklist -Responsible for identifying various Mortgage loan documents and index them in sixty plus pre-defined categories -Intelligent data capture from source documents as per defined business rules -Order services which includes but not limited to Appraisal, Flood Determination Certificate, VOD/VOR/VOM as required, Tax transcripts, SSA-89, Home insurance, Prelim report -Review and update information in Loan Originating System (LOS) as per submission documents -Update information in LOS if discrepancy exists -Perform GFE compliance check Desired Profile:
-Meeting goals as per the defined key result areas -Maintaining a track of daily processed transactions and reporting on a timely and accurate manner to Process Supervisor / Team lead -To be abreast with all process updates on a timely manner -Appearing and qualifying all periodic process assessments with defined benchmark scores -Achieving daily productivity and quality targets -Adherence to process SLAs -Compliance to the company policy
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases