Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
PROFESSIONAL SUMMARY
Timeline
Generic
Sumeet Katoch

Sumeet Katoch

New Delhi

Summary

Operations leader with extensive experience at Mozaiq Automation Pvt Ltd, specializing in project management and process optimization. Successfully implemented strategic initiatives that improved efficiency and reduced operational costs. Skilled in stakeholder engagement and change management, fostering effective communication and collaboration across teams.

Overview

13
13
years of professional experience
1
1
Certification

Work History

AVP, Operations and Transitions

Mozaiq Automation Pvt Ltd
Gurugram
04.2023 - Current
  • Cultivated relationships with external partners, including consultants, vendors, and contractors.
  • Reviewed policies and procedures across operations and training.
  • Provided daily leadership and guidance to team members for optimal performance.
  • Developed strategic plans that enhanced departmental efficiency while reducing costs.
  • Led weekly project status meetings to monitor progress against milestones.
  • Implemented process improvements that significantly boosted operational efficiencies.
  • Established key metrics to evaluate project effectiveness and initiative success.
  • Conducted stakeholder meetings to assess performance against established goals.

AVP, Center of Excellence

SitusAMC(Assimilate Solutions Pvt. Ltd)
Gurgaon
04.2021 - 01.2023
  • Working with Clients to understand process requirements, creating road map to implement processes and onboard business
  • Managing communication, transition planning, resource planning, production ramp-up for each client to ensure smooth transition
  • Preparing cost estimates and developing plan to implement FTE or transaction-based billing
  • Responsible for leading Change management initiatives for multiple projects
  • Management of trackers to oversee client escalations and customer support ensuring all assigned project are completed per timeline
  • Managing Back-end operations for a large US mortgage- Loan Origination (LOS/Conv/Jumbo/VA/FHA/RHS), Underwriting (DU/AU), Post Closing-Servicing client, leading multiple teams (Wholesale, Conv MI, Loss Mitigation, Post Closing, Financial Analysis, Counter Party Documents) spread across different location.
  • Orchestrated multiple project teams in improving business processes and ensuring optimum performance, provided ongoing operational process analysis, mitigated “scope creep”, communicated project status, and identified and resolved operational issues and constraints.
  • Conceptualized, mentored, and implemented automation and transformation across key processes, leveraging emerging technology and platforms
  • Meeting with Managers on client decks to check for any deficiencies that may need to be addressed on SLA or quality
  • Support workplace policies/procedures to ensure equal opportunity and equitable treatment for all employees Manage attrition to acceptable levels and bring best in class employee touch practices Creation of road map to upskill internal employees for Underwriting to ensure sufficient pool for upcoming clients
  • Transitioning and supervising upcoming client to meet set timelines

Sr Manager, Training and COE

Assimilate Solutions Pvt. Ltd
01.2020 - 03.2021
  • Working with Onshore to understand the business requirement and propose plan for transition of expected processes
  • Managing multiple teams of different processes to complete transition of ongoing/new processes
  • Suggesting process improvement and cost reduction suggestion to client and process owners after reviewing the process maps and detailed process study
  • Working on process reengineering project for better efficiency and quality, developed assembly line review for closed loans
  • Completed process improvement plan for underwriting process resulting in 97% LOS and reviewer data and condition match

Manager, Training

Assimilate Solutions Pvt. Ltd
11.2019 - 01.2020
  • Review of client procedural report, Vendor QC’s and internal QA reports to identify root cause and reduce errors to zero
  • Working with process managers to identify process champions and developing them as process trainers
  • Leading Training workstreams, including developing and managing project plans in alignment with timeframes, budget, scheduling and resources
  • Develop and implement comprehensive training programs including initial training, reinforcing training and training on updates
  • Prepare and develop lesson strategy and curriculum in accordance with current training methodologies, theories, and practices.

Assistant Manager

Altisource Business Solutions Pvt. Ltd
Bangalore
05.2018 - 11.2019
  • Partnering with the onshore teams to strategize and implement updates through Change Control
  • Transitioning and supervising training for staff across three operation centers to ensure compliance
  • Training & development- preparation of current employee headcount report, new hire cross trainings, re-trainings, preparing & presenting dashboards of new hire training
  • Improved contractual SLA performance to 99% while maintaining 100% quality
  • Completed time and motion study for different LOB’s and sub segment
  • Preparation of headcount report of current employees
  • Managed contract underwriting activities for multiple clients including one of the top 10 mortgage lenders in US for conventional lenders, government lenders and jumbo lenders
  • Reviewing Client escalations and problems to create solutions
  • Managing a functional team of 20+ analyst and 7 trainers for contract underwriting, post close, processing and loan setup
  • Managing quality trackers for staff and publishing employee scorecard for 25+ underwriting analysts
  • Implemented efficiency improvement project for quiz delivery to reduce efforts and tracking by 60%
  • Tracking and completing client onboarding projects as per deadlines

Team Lead, Training

Altisource Business Solutions Pvt. Ltd
Navi Mumbai
09.2016 - 05.2018
  • Review of escalations and resolving them. Also suggesting improvements to change control board, if required
  • Collaborated with company leaders and department managers to determine training needs
  • Led a comprehensive mortgage Training for 45+ staff members
  • Training employees with the latest policies, procedures and compliance standards
  • Verified data integrity and accuracy
  • Performed initial client assessment and analysis to begin research process.
  • Traveled to other operation centers to conduct trainings
  • Assessed additional needs based on training progress and collaborated with management to meet all the requirements

Trainer(Lead)

Quatro Mortgage Solutions
Gurgaon
03.2015 - 09.2016
  • Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness
  • Tracked attendance and progress against goals for each participant
  • Assessed employee’s needs to develop effective training plans
  • Facilitated group sessions and provided one-on-one

Financial Analyst

XL Dynamics India Private Limited
Navi Mumbai
01.2013 - 11.2014
  • Underwrite loan package submitted by the loan officers
  • Calculate income for the borrower to arrive at DTI and make decision on the same
  • Raise conditions concerning the loan package and get it cleared from the loan officers
  • Review AUS finding, UW analysis with Credit report, Income docs (paystub, W2, Tax returns) and asset docs submitted by the loan officers
  • Coordinated with onshore underwriters for discrepancies noted on loan files
  • Conducted knowledge process assessments and was hands on with collateral and credit analysis
  • Training of new associates and checklist preparation

Education

MBA - Finance & Marketing

Army Institute Of Management And Technology (AIMT)
Greater Noida
01-2013

BBA - Business Administration

Himachal Pradesh University
Dharamshala
01-2011

Skills

  • Project management and process improvement
  • Change management
  • Effective communication
  • Stakeholder engagement
  • Risk management
  • Operational efficiency
  • Employee training and onboarding
  • Team leadership
  • Business documentation
  • Data analysis
  • Performance metrics

Affiliations

  • Travelling and being with nature

Certification

  • Certified PMP professional

Languages

English
First Language
Hindi
Advanced (C1)
C1
Punjabi
Advanced (C1)
C1
Marathi
Elementary (A2)
A2

PROFESSIONAL SUMMARY

Strategic and performance-driven operations leader with over 12 years of experience in the BPO industry, specializing in US mortgage processes. Proven expertise in driving operational excellence, cost optimization, and process transformation through Six Sigma methodologies and technology-led automation initiatives.

Certified Six Sigma professional with a strong track record of delivering measurable business outcomes — including increased process efficiency, reduced operational costs, and enhanced client satisfaction. Adept at identifying performance gaps, implementing end-to-end process improvements, and leading cross-functional teams through complex transitions and scalable solutions.

A recognized change agent and award-winning leader, known for launching new initiatives that align with business goals and deliver sustainable results. Experienced in building and mentoring high-performing teams, fostering a culture of accountability, and driving consistent performance in high-pressure, metrics-driven environments.

Timeline

AVP, Operations and Transitions

Mozaiq Automation Pvt Ltd
04.2023 - Current

AVP, Center of Excellence

SitusAMC(Assimilate Solutions Pvt. Ltd)
04.2021 - 01.2023

Sr Manager, Training and COE

Assimilate Solutions Pvt. Ltd
01.2020 - 03.2021

Manager, Training

Assimilate Solutions Pvt. Ltd
11.2019 - 01.2020

Assistant Manager

Altisource Business Solutions Pvt. Ltd
05.2018 - 11.2019

Team Lead, Training

Altisource Business Solutions Pvt. Ltd
09.2016 - 05.2018

Trainer(Lead)

Quatro Mortgage Solutions
03.2015 - 09.2016

Financial Analyst

XL Dynamics India Private Limited
01.2013 - 11.2014

MBA - Finance & Marketing

Army Institute Of Management And Technology (AIMT)

BBA - Business Administration

Himachal Pradesh University

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Sumeet Katoch