Reshma V

Product: Audit Appraiser Billing

Roles and responsibilities: Verifier Role

• Downloading the MIS from the application and working for the status of pending payment advice of audit appraiser to process.
• As role of verifier to check the first level payment advice in application.
• Payment advice of audit appraiser created by process manager of the respective appraisers which contains the audit fee, out of pocket expenses, Travel allowance, Lodging expenses, Courier & Xerox expenses.
• To verify the payment advice with audit conducted dates of appraiser and bills of travel & lodging uploaded for the same.
• While processing the PA any clarification or Query will be addressed to the respective Process managers to rectify the same and process.
• After the verifier level completion and approver will start processing and finalize the total payment to appraisers for a month.
• After approval seeking from the senior for the payment, will upload the invoice to the accounts team via separate application.
• Analysis on TAT of Payment advice submission by Process managers.
• Checking the Payment completion status from the application and update with zonal team.

Product: Audit Appraiser Hiring

Roles and responsibilities: 1st Level checker

• Documents & Booklet of New Appraiser will receive from the Zone by the Process Manager.
• To check the documents with provided KYC and Experience proof.
• For RCU clearance appraiser document will be uploaded in application.
• Validating the Signature Proof from the existing bank with their confirmation.
• Due-Diligence sheet by process manager, Declaration & Payout structure documents checking.
• If all the documents are clear will process with Agreement made with appraiser.
• Scanning the agreement part to upload in the system to create their BOS ID.
• After ID creation will prepare the temporary Id card for the appraisers to conduct the audits in the branch.
• For Resignation & Termination appraiser documents will be checked & scanned.
• All the appraiser documents of Active, Resigned & terminated will be filed in separate box file & maintained.
• All Appraiser database will be maintained in the excel.
• Summarizing and MIS preparation for seniors on hiring activity of a month.

Product: Agri & Jewel Loan Field Visit

Roles and responsibilities:

• Consolidating and working on the sample report to share with zonal team to allocate cases with vendor to conduct the customer survey.
• After Vendor field visit, visit report will be shared by zone’s which need to be consolidate and standardized.
• In visit report remarks need to read and tag under the observation list.
• Clarification and disconnects in the report will be addressed to respective zonal FPR.
• Finalizing the report summary and preparing the MIS to senior discussion on critical observations.
• Consolidating the Monthly PAN INDIA report according to financial year.
• Analysis on the observation tagged for the month.
• Vendor executive RCU clearance checking in the application.
• Disconnects of visit report will be standardized and summarized for discussion with Zone.
• TAT of visit report will be maintained.
• Vendor physical bills checking with billing file and maintained.