Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shailesh Singh

Chief Managing Partner
Mumbai

Summary

Professional with solid background in mortgage services, well-versed in loan origination, underwriting processes, and regulatory compliance. Proven track record of driving successful outcomes through collaborative efforts and adaptability to changing market conditions. Strong skills in financial analysis, client relations, and risk assessment. Known for reliability and results-oriented approach.

Overview

16
16
years of professional experience
4
4
years of post-secondary education

Work History

Chief Managing Partner

Kotak Life Insurance
Mumbai
12.2024 - 02.2025
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
  • Built strong networks with key stakeholders both internally and externally to support business growth objectives.
  • Established clear communication channels within the organization, fostering collaboration among team members towards shared goals.
  • Developed comprehensive business plans that led to significant revenue growth and expansion opportunities.
  • Evaluated market trends to identify new business opportunities and develop targeted growth strategies accordingly.

Relationship Manager

Ocwen Financial Solutions Private Limited
Mumbai
02.2014 - 12.2024
  • Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
  • Managing a portfolio of 500-600 clients.
  • Handling 30-40 Incoming calls ,emails per day from the customers.
  • Explained legal aspects of loan to borrower, as well as payment terms and clauses.
  • Achieved success in closing challenging loan scenarios through creative problem-solving and persistence.
  • Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
  • Evaluated pay stubs, credit history, tax information and bank statements for financial status.
  • Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
  • Remained updated with latest information related to mortgage products and services being offered.
  • Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Fielded customer complaints and provided solutions.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Checked loan documents for accuracy prior to closing.
  • Assisted customers with completing loan applications and other paperwork.
  • Prioritized workload efficiently to manage high call volumes while maintaining excellent service levels for each interaction.
  • Streamlined communication with clients through professional correspondence via phone, email, or written letters.
  • Developed strong relationships with key stakeholders within the organization, fostering improved cross-functional collaboration.
  • Contributed to a positive work environment by actively participating in team-building activities and sharing best practices with colleagues.
  • Conducted regular self-assessments and participated in ongoing training opportunities, enhancing personal skill set and overall job performance.
  • Facilitated timely dispute resolution by liaising with relevant parties to gather necessary documentation and supporting evidence.
  • Improved customer satisfaction by effectively addressing and resolving account issues in a timely manner.
  • Ensured compliance with company policies and federal regulations when negotiating payment arrangements for customers.

Senior Customer Service Assistant

First Source Solutions Ltmited
Mumbai
04.2010 - 12.2013
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Spearheaded interdepartmental collaboration efforts to address complex customer inquiries effectively.
  • Reduced call wait times by optimizing staffing schedules and improving internal processes.
  • Utilized CRM software adeptly to track all client interactions, allowing rapid retrieval of critical information during subsequent touchpoints.
  • Increased customer loyalty with personalized service and follow-up on resolved issues.
  • Delivered exceptional support by thoroughly understanding product offerings and anticipating customer needs.
  • Developed comprehensive training materials for new hires, ensuring a consistent level of quality across the team.

Customer Service Representative

Tele Access E-Services Private
Mumbai
06.2009 - 01.2013
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handling 80-100 incoming call every day for Barclays Finance Personal Loan Clients.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Responded to customer requests for products, services, and company information.

Education

Bachelor of Arts - Economics

Global University
Uttar Pradesh
06.2016 - 06.2018

High School Diploma -

Bhavans College
Mumbai
06.2005 - 06.2006

High School Diploma -

St. Francis High School
Mumbai
06.2003 - 06.2004

Skills

Loan servicing

Timeline

Chief Managing Partner

Kotak Life Insurance
12.2024 - 02.2025

Bachelor of Arts - Economics

Global University
06.2016 - 06.2018

Relationship Manager

Ocwen Financial Solutions Private Limited
02.2014 - 12.2024

Senior Customer Service Assistant

First Source Solutions Ltmited
04.2010 - 12.2013

Customer Service Representative

Tele Access E-Services Private
06.2009 - 01.2013

High School Diploma -

Bhavans College
06.2005 - 06.2006

High School Diploma -

St. Francis High School
06.2003 - 06.2004
Shailesh SinghChief Managing Partner