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
• 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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