- Responsible for Establishing and Maintaining relationship with Corporate Client in US Commerical Mortgage & Live Underwriting.
- Collecting the Loan info from Clients System and Understanding the terms and Conditions.
- Pulling Documents from Clients Desktop and Creating Checklist as per their requirement in MS-Excel.
- FNMA, FMAC & FHA , Insurable value calculation Processing, doing Quality Analysis for Loans, filing compliance, non - compliance, updating Polaris and Deliver final documents to clients.
- Ensure completion of requests within TAT, monitor team reports such as AHT and clear workflows efficiently.
- Worked on Client Applications like, AMS360, Sagitta, EPIC, Risk-Connect, Workit, Polaris, MIDAS.
- Insurance Policy Coverages handled, Property, General Liability, Umbrella Liability, Excess Liability, Workers' Compensation, Crime, Bond, Terrorism, Products Liability, Auto Liability, Professional Liability, Pollution, Directors and Officers, Employer Practices Liability, Employer Benefit Liability, etc.
- Processing and requesting Endorsements and doing Auditing.
- Responsible for emails and queries, Screening team member tasks.
- Conducted rigorous risk assessments for key processes, mitigating potential issues before they impacted operations.
- Managed project timelines and resources effectively, ensuring the timely completion of process improvement initiatives.
- Streamlined process workflows to enhance operational efficiency and reduce downtime in project execution.
- Conducted comprehensive training sessions for junior staff, enhancing skill sets and productivity levels.
- Drafted Production reports, action plans and SOPs to keep the particular Client on streamline.
- Developed successful strategies and policies, meeting organizational needs and implementing improvements.
- We are Supporting International Clients (US) with their customer database maintenance.
- Recognized by management for the Clients The Graham Company & Lument Special projects delivering outstanding Performance.
- Advanced from Checking to Quality level, resulted a Promotion as PE3 achieved.
- Got Best Employee Award for the quarter and Start Performer for two consecutive years.
- Passionate about what I do and Responsibilities I take upon.
Clients Handled
· • The Graham Company – CL (On-Demand)
· • Catto and Catto – CL
· • USI Policy Checking – CL (On-Demand)
· • Brown and Brown Kentucky – CL
· • Christensen Group – CL (On-Demand)
· • TSBBC – PL
· • Risq Consulting – CL (On-Demand)
· • MJ Insurance – PL
· • TSBBC – Special Project
· • Lumant – Special Projects
· • FNMA, FHA, FMAC – Loan