select Relationship manager

• Supervising and monitoring Personal Banker and contract staff in terms of productivity & other issues; handling daily branch operations inclusive of:o Vault Custodian & Limits managemento ATM Custodiano Cash transactions & cheque transactions along with authorization including processing of FD/DD/PO RTGS, NEFT, Salary Uploads, Bulk NEFTS Accounts, etc. o Issuance of DD/MC (within prescribed TAT)o Executing of Funds Transfer/ FD closure / Account Closureo Issuance & custodian for Lockers o Maintenance of stock register • Promoting core banking products to New to Bank (NTB) customers for the opening of new savings & current accounts, FD’s, and so on• Maintaining adequate supplies of outlet stationery for cashiers• Leading, mentoring, & monitoring the performance of the team to ensure efficiency in business operations, and meeting targets• Monitoring overall functioning of processes, ascertained the improvement areas and implemented adequate measures to maximize customer satisfaction level• Preparing MIS reports as per SLA with a view to apprise management of the process operations and assist in critical decision making

• Rendered services as a Subject Matter Expert in back-end operations of Mortgage Loan Collateral Documents Review process; functioned as Custodian and reviewed numerous documents (FHA, VA, & Conventional) including legal documents such as (Note, Mortgage, Assignment, Power of Attorney, Title policy, Subordination Agreement, CEM, etc.) • Assisted team leader by preparing and presenting monthly MIS reports (Excel) on team productivity; published dashboards on performance and work done• Managed the escalations and ensured timely resolution of customer issues & complaints in absence of seniors • Contributed as a Doc Review Specialist for reviewing loan documents based on agency/investor requirements which includes ensuring collateral documents are accurately executed, validating system data to data elements on collateral documents and citing/clearing exception• Handled day-to-day activities including: o Verification of the collateral documents as per documents criteriao Quality match and recording of collateral documents in compliance to standards & practiceso Checking post-closing document check on all collateral documents and ensuring accurate information o Identifying and adding new exceptiono Depositing documents on hand and moving IVAULT locationo Updating the loan status into ITRACK application• Ensured that client SLAs & deliverables are met, and effective resolution was provided• Complied with SLAs, internal norms, and process benchmarks to deliver world-class services to valued customers/accounts• Assisted new hires such that they are productive on the floor in the shortest possible time frame

• Handled financial transactions of clients including allocating funds and transferring amount to client’s account• Managed end-to-end processing and monitoring of the funding/closing activities of loans & mortgage including mortgage underwriting, evaluating loan & mortgage applications for insurance policies, and approving & denying loan applications • Using latest tools & applications like OLBB, OLMS, and Client View for ensuring smooth denial of loan & mortgage applications after thorough analysis & verification of the document information before processing the claims• Accountable for other responsibilities including:o Tracking clients’ payments on monthly basis and handling delay cases o Handling various queues in the process and doing Buddy QC o Preparing financial statements for cliento Pulling the payment history of the clients for the financial statements • Analyzed financial information including operating statements and net worth statements to determine appropriate loan size, terms, and pricing• Reviewed various reports including appraisals, environmental documentation, and engineering reports to determine compliance with investor requirements• Ensured timely & accurate completion of all assigned tasks, compliance to SOPs, adherence to norms and timely escalation to manager of exceptions or possible red flags