Jagan R

• Handling team with reviewing the quality check of their work
• Handling client calls with leadership team to discuss improvement items and Rebuttal Calls
• Preparing reports and sending to the management to show the team productivity
• Preparing team internal and external quality reports and sending to the management
• Addressing every update and all the feedback on daily agile meeting with the team
• Handling client calls with onshore on new projects and providing training to the team
• Conducting process training for the team whenever the new projects we received
• Reviewing, researching, analyzing and collating appropriate supporting documents for a mortgage claim to be submitted to the Private investor
• Obtaining documents for all claim types which includes follow up with vendors and attorney
• Contacting vendors and attorneys for correcting details on documents
• Reconcile out standing servicing expenses and identify the expenses which needs to be recovered from the respective entities
• Done a SOP project of private investor company applications.

• Collect and compile applications for loans and determine their eligibility
• Verify bank statements, income documents, residential proof, and other details before processing loan applications
• Check forms and applications for complete and authentic information
• Calculate rates of interest and inform borrowers about the monthly installments
• Answer incoming emails of applicants and update them about their loan applications
• Contact applicants and ask them for additional papers necessary for loan processing and accordingly inform them about acceptance and cancellation

ROLE HANDLES

• Auditing loans internally to avoid internal & external defects
• Playing a pivotal role in mentoring/Training new joiners
• Designing Action plan and Submitting ideas for the process for Every Quarter
• Have Strong Process Knowledge to Coordinate with the counter parts in getting the clarifications answered to Team
• Keeping the process manuals upto date by including all the exceptions scenarios and updates received from the clients.

• New Loan Setup and Audit (Residential Mortgage)
• Sending FPY (quality) report, punctuality report to the team
• Reviewing loans and giving feedback to the team members
• Handling Special project sent from client
• Giving process training to the new joiners
• Perform analysis as and when required
• Does additional work such as giving buddy up training for internal resources
• Does macro review sent from client and also do internal review

ROLES HANDLES

• Checking for the address, SSN Number, and any Name variation of the borrower in Mortgage Document in 1003, HUD1, IAES
• Finding what type of Insurance borrower taken & checking for the insurances Document
• Checking the borrower Insurances paying on monthly wise in IAES Document
• Consolidating Daily Production Report and Sending to Team Lead on daily Basis.