Responsible for managing pipeline of loans and supporting the process Should be able to identify priority & work on them based on TAT Validate customer information Update information in client's system Scrutiny and Verifying documents as per Requirements Audit the documents as per the client requirements To check the KYC forms and handle the queries Maintain Productivity & Efficiency in the process Consistently sustain Accuracy as per the agreed SLA Handle process related issues with minimum support
Saaki Argus And Averil Consulting Our Company provides back office services for administrators, accounting firms, wealth & portfolio management companies & mortgage and hospitality companies in Australia and the UK.
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