Job Description

The Role:

As a Unit Manager in the U.S. banking process, you will be responsible for managing the team's performance to meet SLA and KPI targets. Should have experience in US Mortgage origination such as checking pre-qualification, mortgage application, credit check, loan estimate, loan approval, Closing Disclosure, Closing the Loan, Mortgage Account Setup and account Maintenance ensuring operational efficiency and compliance with industry standards.

Key Responsibilities:
- Reviewing and understanding the Client request.
- Performs required research for a product set-up and account opening to assess documentation requirements.
- Process/ validate / Manage the account opening and client documentation workflow from creation, review, signature validation.
- Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Ensure documentation conforms to the Bank& legal guidelines and policies and standards, including risk mitigation through adherence to the control framework.




- Ensure the Team SLA and KPI Targets as specified by the client are met consistently.
- Review and respond to client escalations, Team Queries, and support team as Subject Matter Expert
- Coaching and developing team members to drive performance and behaviours, including providing the Services in accordance with the Performance Standards and the Service Levels.
- Conduct huddle/ trainings for process changes / areas of improvement at defined intervals.
- Create and publish daily, weekly, and Monthly reports, as per the business requirements. Preparing Dashboards to present it to the Internal / External Stakeholders
- Engage with different departments within the organization (HR, Recruitment, Admin, Transport etc.) to ensure smooth functioning of the process.
- Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
- Contribute towards other processes during the cyclical phase of low volumes.

📌 Team leader proccessing (Chennai)
🏢 Ara Resources Private
📍 Chennai