Job Description
- The position requires knowledge of US Lending Market - Corporate / Commercial / Small Business Loans
- Responsible for reviewing, loan boarding & maintenance of new and renewed Corporate & Commercial Loan packages
- Handling the day-to-day processing in the Loans Syndication domain, resolving queries in a timely manner. Processing loan drawdowns, funding from loans platform and preparation of outgoing payments. Some level of static data loan maintenance. Reconciliation for loans related transactions and first level recon for loans specific accounts
- Loan Operations resources must be comfortable operating in several systems, including but not limited to: ALS, Info Access, OnBase, nCino, and Harland Clarke (statement and check vendor)
- Resource must have knowledge of interest calculations and ensure calculations are in sync with the loan system
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Do
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Support process by managing transactions as per required quality standards
- Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
- Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
- Update own availability in the RAVE system to ensure productivity of the process
- Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
- Follow standard processes and procedures to resolve all client queries
- Resolve client queries as per the SLAâÂÂs defined in the contract
- Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
- Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends to prevent future problems
- Maintain and update self-help documents for customers to speed up resolution time
- Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
- Ensure all product information and disclosures are given to clients before and after the call/email requests
- Avoids legal challenges by complying with service agreements
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- The position requires knowledge of US Lending Market - Corporate / Commercial / Small Business Loans
- Responsible for reviewing, loan boarding & maintenance of new and renewed Corporate & Commercial Loan packages
- Handling the day-to-day processing in the Loans Syndication domain, resolving queries in a timely manner. Processing loan drawdowns, funding from loans platform and preparation of outgoing payments. Some level of static data loan maintenance. Reconciliation for loans related transactions and first level recon for loans specific accounts
- Loan Operations resources must be comfortable operating in several systems, including but not limited to: ALS, Info Access, OnBase, nCino, and Harland Clarke (statement and check vendor)
- Resource must have knowledge of interest calculations and ensure calculations are in sync with the loan system
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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: 3-5 Years .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.