Oct 2019
Present
Associate team member
SLK GLOBAL SOLUTIONS PVT LTD
Karnataka, IN
SLK Global Solution Pvt Ltd is part of banking process of an US based bank.
An astute professional experience in centralized Indexing, Loan Setup and
banking operations.
Centralized Indexing:
● Separating the different types of documents and allocating them into
appropriate document types.
Worked ques: Retail Direct New Submission, Retail Direct Underwriting,
Retail Direct Imaging Notification, Retail Direct Closing, Retail Direct post-closing &
Retail Direct Final Documents Application used to index the documents: Scanning
Station & Empower.
● Segregating the document like Final & Initial 10O3, Appraisal, Credit Report, W2,
Paystubs, Bank Statements, Home Owner Insurance Policy,
Final Title Policy, Security Instrument Recorded and Unrecorded, Bill Payer
Agreement, Title Binder Commitment, First Payment Letter and more.
● Reviewed loan applications to verify all data was completed and met standards.
Certification process;
Verifying the documentation of customers
● Processing the documents to further levels.
● Interacting with clients regarding the process levels.
● Maintaining the daily tracker for the verification of documents
● Maintaining the documentation of the database.
● Handling client’s queries and timely resolving
● Following the process/procedure of the bank and ensuring compliance to rules and
● Regulation of the bank including latest circulars.
● Managing customer centric operation, forwarding customer instruction to
concerned department and ensuring customer satisfaction by achieving service
quality norms with minimum errors.
● Interacting with clients for understanding the Mortgage Loan Process & the
different types of the mortgages such as Equity, Internal Refinance, Increase,
Fast refinance etc. and the documentation which have to be verified properly for
customer retention and securing repeat business.
● Separating the different types of documents and allocating them into
appropriate document types.
Worked ques: Retail Direct New Submission, Retail Direct Underwriting,
Retail Direct Imaging Notification, Retail Direct Closing, Retail Direct post-closing &
Retail Direct Final Documents Application used to index the documents: Scanning
Station & Empower.
● Segregating the document like Final & Initial 10O3, Appraisal, Credit Report, W2,
Paystubs, Bank Statements, Home Owner Insurance Policy,
Final Title Policy, Security Instrument Recorded and Unrecorded, Bill Payer
Agreement, Title Binder Commitment, First Payment Letter and more.
● Reviewed loan applications to verify all data was completed and met standards.
Certification process;
Verifying the documentation of customers
● Processing the documents to further levels.
● Interacting with clients regarding the process levels.
● Maintaining the daily tracker for the verification of documents
● Maintaining the documentation of the database.
● Handling client’s queries and timely resolving
● Following the process/procedure of the bank and ensuring compliance to rules and
● Regulation of the bank including latest circulars.
● Managing customer centric operation, forwarding customer instruction to
concerned department and ensuring customer satisfaction by achieving service
quality norms with minimum errors.
● Interacting with clients for understanding the Mortgage Loan Process & the
different types of the mortgages such as Equity, Internal Refinance, Increase,
Fast refinance etc. and the documentation which have to be verified properly for
customer retention and securing repeat business.
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