Over 10 years in Energy and banking, self-motivated professional with expertise in customer service, sales, client servicing, home loans, accounts payable, escalation, and customer success. Proficient in facilitating purchasing decisions, building lasting relationships, and processing/verifying client information. Skilled in supporting sales teams, enhancing customer experiences, and serving as an effective liaison between business and technical teams. Demonstrates top-notch oral and written communication, active listening, and analytical problem-solving skills.
Professional Achievements:
Key Responsibilities:
Data Management and Analysis:
Customer Service and Communication:
Process Improvement and Policy Development:
Team Collaboration:
Customer Request Processing:
Receive and process customer requests related to home loans.
Geographical Focus:
Specialize in processing home loans for customers in Australia and New Zealand.
Document Scrutiny:
Scrutinize loan documents before pre-settlement to ensure accuracy and compliance.
Funds Disbursement:
Facilitate the pre-settlement of loans and ensure timely crediting of funds to customer accounts.
Document Verification and Liaison:
Verify customer documents and liaise with relevant teams for efficient loan processing.
Reporting:
Generate accurate and timely monthly, quarterly, and year-end reports for management.
Loan Package Setup:
Set up home loan packages for customers after a thorough scrutiny of their financial status.
Client Communication:
Handle client emails related to loan processing, providing updates, and addressing queries.
Service Completion:
Ensure the provision of complete services and send communications regarding loan policies.
Credit Card Benefits:
Process additional benefits of credit cards for customers, linking them to their loan accounts.
Client Relationship Building
Remote Support
Customer Escalation
Customer Support
Escalation Management
Training and Mentoring
Customer Communications
Operations Management
Operations Oversight
Customer De-Escalation
Quality Control
Quality Assurance
Operations Support
Data Collection
Home loans
Client Servicing
Inbound sales
Home Loan servicing
Quality Audit
Mortgage
Escalation handling
Email Campaigns
Funds Disbursement
Accounts payable
Lean Six Sigma
Loan Documentation
Compliance Audits
Training& Development
Mortgage
HomeLoan servicing
• Trained peers in different verticals and cross skilled people which made the resources for versatile and useful as per the Business requirement.
• Appreciated for Automate the critical processes which saved time and also helped in accuracy of the data
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