Job Description
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
͏Commercial Post closing Analyst
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Roles and responsibilities:-
The Post Closing Analyst is responsible for supporting the end-to-end commercial loan post-closing lifecycle, ensuring all executed loan documents, collateral, and system records are accurate, complete, and compliant with regulatory and internal guidelines. The role focuses on document validation, exception management, collateral tracking, and system updates for US commercial lending portfolios.
• Review completed commercial loan closing packages to ensure completeness and accuracy. Verify critical documents such as: Promissory Notes, Loan Agreements, Collateral/Guarantee Documents, etc. Ensure documents are executed, signed, and compliant with loan approval terms
• Loan Operations resources must be comfortable operating in several systems, including but not limited to: ALS, Info Access, OnBase, nCino • Resource must have knowledge of interest calculations and ensure calculations are in sync with the loan system • Handling the day-to-day processing & resolving queries in a timely manner. • Manual processes lack automated controls, and must be performed accurately to avoid posting errors • Daily/live reporting is required, including view of SLA reporting as well as key volumes such as loans processed; as well as monthly summary. Respondent will be expected to track SLAs and volumes manually. • To strive to create a healthy and fun filled Environment in the team • Display interpersonal skills in supporting the day-to-day operations on the floor. • Suggest and work on process improvements ideas |
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Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customersâ and clientsâ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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Deliver
| No | Performance Parameter | Measure |
| 1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
| 2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Experience: 1-3 Years .
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