- Disbursement Banking authorisations
- Co-ordination with Bank for payment release
- Vendor / channel partner onboarding approvals
- Daily coordination with branch operations and business teams for movement on logins, sanctions, disbursements
- Verification of payment instructions letter, lien removal letters
- Review of BRD , HLS & UD documents for new developments in system
- Creation and updation of SOPs
- Preparation of monthly management summary decks for Operations Function
- Co-ordination with Finance/Accounts team on GL maintenance and reconciliation
- Co-ordination with Customer Service teams
- Co-ordination with service providers for periodic reviews, monitoring of key metrics and deliverables
- Coordinate with Audit for timely closure / responses
- Monitoring & Tracking of PDD with Business & Branch Ops team
- Upkeep of Masters in core system
- Branch / business support
- Co-ordination with Finance/Accounts for Bank reconciliation, GL maintenance and reconciliation
Strategic Initiatives
- Drive department level projects from concept to implementation.
- Project management for enterprise level initiatives run by the department
- Track achievement of success metrics
- Specifically work with Customer Service Team for capability builds on service related processes
- Automate MIS & strategy for digitizing daily tracking of cases
- Continuously monitor key metrics and take measures for improvement
- Responsible for maintaining, publishing & improving dashboards and review decks
- Establish collaborative relationship with cross-functional team to move strategies forward
- Implementation of Alternate
Preferred candidate profile
- 4-8 Years experience in Loan Operations
- Proficient in MS excel and MS Power Point
- Strong analytical skills
- Strong project management expertise
- Valuable Understanding of Retail Asset Servicing Operation
- Good Knowledge on Accounting Concepts
- Knowledge on Loan Origination, Loan Management & CRM System
- Knowledge / Experience in handling Mortgage / Education Loan / Corporate Loans