Sushank Kumar A

• COMMSEE & PEXA.
• Finance Settlement Team: Our team manages the home loan applications on the day of settlement to finalize the funds position and disburse the loan after settlement has been completed. We take care of the post-settlement tasks on the day of settlement.
• The process involves accepting the Pexa invitation received by the solicitors/OFIs, sending conversations to the solicitors/OFIs regarding the outstanding items, and completing payment approvals once the settlement is completed, and funding the loan.
• Fast refinance, also known as rapid refinancing, is a streamlined process that allows borrowers to switch their home loan to a new lender quickly and efficiently.

• Project DDM (Digital Document Management)

KOFAX Agility and COMMSEE.

The project was based on classifying the home loan documents, transactions on existing loans, by using the Kofax automation tool.
Reviewing and processing various forms of home loan documents and mortgage transactions, as per the client requirements, on the applicable commercial loan systems.
To validate and execute mortgage and home loan documentation in accordance with the standard operating procedure, and to manage allocated tasks, daily quantities, and ensure all SLAs are met.
Adept at screening and assessing new mortgage applications for loan eligibility, and ensuring all mortgage documentation is accurate and complete.
Verify non-delivery receipts, and resend documents using the Commsee application for efficient document handling, and convert rejected emails in the NDR mailbox into usable documents.
* Prepared monthly summaries outlining key accomplishments and variances from expectations. And created reports detailing findings and recommendations.
Ensure timely follow-ups with the customer for any inquiries within established time frames, while maintaining a high level of quality assurance.
Resolving a rejected application by verifying client bank transactions, ensuring eligibility, and successfully reinstating the application, resulting in customer satisfaction.
* Maintained accurate records of all MIS reports and transactions related to processes, in accordance with company guidelines.
* Facilitated training sessions for new team members to ensure smooth onboarding and proficiency.
Clearing daily volume and backlogs of loan documents in the work queue and performing quality assurance to assess data and validate results.

Teams handled social media escalations, training, performance reviews, handling escalations, providing answers and guidance to the juniors, supporting agents to perform their jobs, as well as leave approvals.

Key Performance Indicators:

1. Quality coaching and feedback.

2. Service Level Agreement.

3. Efficiency.

4. Voice of the Customer.

5. RCA: Root Cause Analysis.

6. Payment gateway.