Umesh N

Supervised the team and process to accomplish the target in order to raise the sales percentage of the organization and achieve organizational goals by accepting ownership for accomplishing new and different requests.

Generating weekly and monthly management reporting, and control reports for the sales and promotion.

• Managed auto loan applications and ensured compliance with policies.
• Collaborated with sales teams to streamline financing processes.
• Trained staff on loan processing systems and customer service standards.
• Evaluated credit reports to determine loan eligibility and risk levels.
• Implemented best practices for efficient loan processing and documentation.
• Conducted regular meetings with staff to discuss progress and address any issues or concerns.
• Conducted monthly portfolio reviews with senior management team.
• Negotiated terms of loans with customers, including interest rates, repayment schedules, and other conditions.

• Generating weekly and monthly management reporting, as well as control reports for sales and promotions in the Finance desk.
• Providing training on finance management, formulating, and executing cross-training and work allocation in the team.
• Developing and evaluating targets to achieve the goals of the organization.
• Leading team meetings and daily huddles.
• Set goals for oneself to achieve organizational goals.
• Maintaining a positive relationship with the client and the management.
• Identify the financial needs of our customers, and recommend the best-suited loan for them to buy our product.
• Resolving client queries on a priority basis for client service groups.
• Ensure timely actions are taken on issues involving clients and resolving to satisfy the client.
• Executing daily checklist initiation and execution reviews for EOD sign-offs

• Acted as Coordinator for varied processes, including team management, reporting, and client servicing.
• Assesses clients' financial situation by gathering information to evaluate risk tolerance.
• Able to adapt oneself to new surroundings, and to make suitable changes so as to fit new conditions.
• Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, and answering questions.