Senior Operation executive - Tata Capital Housing Finance Ltd - Chennai
(2023-06 - 2025-01)
Home Loan / LAP
- Branches has raising request for Termination, Audit, Collection, Legal, Partial & Photocopy
- Report download from SFDC and Preparing SFDC MIS
- Preparing LOD from FINNONE – CAS & BANCs application
- Verifying NOC blocking & Unblocking status in LMS system then dispatch the original documents to branch
- Checking the customer acknowledgement in SFDC
- Auditing the Loan & property documents physical with online application system at BANCs & FINNONE
- Request raise to PNWR for packing and pick up the files and co-ordinate with packing supervisor
- Maintaining MIS for SFDC, Documents acknowledgment, PN Writer, Retrieval & Refilling
Senior Officer in Operations - Indiabulls Consumer Finance Limited - Vellore
(2017-12 - 2020-05)
Personal Loan
- Getting login disbursement files from Credit after sanction
- Checking the CAM & Sanction reports for cases
- Verifying reports & Documents enclosed for files disbursement process
- Verifying the ROI & PF for the customer eligible as per policy
- Initiating & Verifying the beneficiary a/c details for further payments
- Doing disbursement process
- Maintaining and updating disbursement Receipts for collection reports
- Maintaining daily & Monthly MIS
CPA Operations Executive - Axis Securities Ltd (Loan Centre) - Tambaram, Chennai
(2016-11 - 2017-10)
Mortgages & Home Loans
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Analyze applicant's financial status, credit, and property evaluations to determine feasibility of granting loans.
- Obtain and compile copies of loan applicant's credit histories, corporate financial statements, and other financial information.
- Manually Checking & Verifying Home loan documents.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Preparing Daily & Monthly MIS.
Team Leader at Risk Containing Unit - I-Process Services (India) Pvt Ltd., Service Provider - ICICI BANK LTD - Tambaram, Chennai
(2015-06 - 2016-11)
Mortgages & Home Loans
- KYC Remediation (i.e) Screening and Sampling activities.
- Involves in Seeding Activities, Field Verification and Investigation process.
- Initiating Investigating on Hunter cases and collecting and maintaining reports.
- Initiating and Investigation on Fraudulent Cases and Applications and collecting and maintaining reports.
- Coordinate with Branch resolve their queries to meet monthly targets and speedy disbursement within TAT.
- Preparing and monitoring Daily and Monthly MIS for Branch & Agencies Data.
