Senior Team Member at Coforge (2025-10 – Present)
Senior Team Member responsible for quality control, performance analysis, and team mentoring in loan processing operations.
- Reviewed daily utilization report for discrepancy and documented to the team
- Reviewed daily audit report for errors and documented to the individual
- Worked on onshore and offshore reports
- Worked on daily data validation reports
- Handled onshore communication mails and chats
- Analysed individual performances and documented
- Analysed the errors and call outs to find the root cause
- Provided constructive feedbacks to individuals and had one on one discussions
Team Member at Coforge (2022-05 – 2025-10)
Team Member responsible for document review, loan processing, closing coordination, and team support in mortgage operations.
- Reviewed the signed documents for vesting as per ctc or deed
- Reviewed the signature line for borrower's signature and dated as per scheduled closing
- Reviewed the critical documents like note, dot, lender's CD, nrtc, dop are signed and updated by borrower
- Reverify the lender's signed CD for any discrepancy in the amount
- Reviewed the funder's worksheet for the lender's wire amount
- Reviewed the funder's worksheet for the correct wiring instructions
- Released final statement if all are good and provide clear to fund
- Performed daily audits for all the processes
- Assisted team members with doubts and clarifications
- Conducted team huddles and discussed updates and errors
- Provided constructive feedbacks for the errors committed
- Trained new members and got cross trained in all the required processes
- Provided weekend support and extended support
Associate Team Member at Coforge (2019-05 – 2022-04)
Associate Team Member responsible for document review, title document analysis, statement preparation, and closing coordination in mortgage loan processing.
- Prepared estimated statement based on the lender's CD
- Reviewed title documents like commitment, ctc cert, credit report, 1003, tax cert
- Reviewed lender's CD for loan amount, interest rate, loan points, lender's fees, title fees, recording fees, secured payoffs and unsecured payoffs
- Reviewed title commitment for number of mortgages present
- Reviewed ctc cert for loan type, additional documents to be recorded, additional fees to be collected
- Reviewed 1003 for property type, outstanding debts and mortgages to be paid
- Reviewed tax cert for any delinquent or due payments
- Reviewed credit report for outstanding payments, credit score, timely payments
- Reviewed payoff documents and calculated the amount to be collected
- Reviewed all documents are up to date and do not have any discrepancy or issue
- Release the estimated statement if all are good and let the lender know if we have any discrepancy in the documents and amount to be collected
- Scheduled the borrower for closing as per the request
- Assigned the available notary to borrower for closing
- Reviewed the lender docs for vesting as per ctc or deed
- Reviewed the signature line for borrower name as per ctc or deed
- Reviewed the critical documents like note, dot, lender's CD, nrtc, dop
- Reverify the lender's CD for any discrepancy in the amount
- Merge all the required documents like lender docs, vendor form, courier label, title affidavits, additional recordable documents and send to notary for closing
- Verified whether the notary has received the docs for closing
- Verified whether the signing took place as scheduled
- Rescheduled as per notary's or borrower's request due to unavoidable circumstances
- Verified whether the signed documents are sent back for review
- Reviewed the signed documents for borrower's signature and dated as per scheduled closing and sent to funding
