Vinutha M Email and Phone Number

• Indexing documents for Australian Home loan process• Reviewing home loan documents received from Customers• Classifying the documents as per the document type• Redacting customer sensitive information found in the provided document• Extracting customer loan details for record purposes• Masking important documents for privacy purposes• Responsible for checking consumer credit contract, home loan on-boarding and loan account authority form, Title search, Mortgage, building loan and Tax documents provided by customer• Reverting back any discrepancies found in the document• Validating BRN number found in the document• Reviewing income documents, financial details documents, FHOG’S, packages and cross sell, authorities, declaration & requests, control, security packet documents, client matters, general correspondence and NCPR responsible lending documents• Classifying Tax document in tax return order such as tax return, rental schedule, tax estimate, depreciation schedule, electronic lodgment, substantiation declaration and letter from accountant/CPA• Verifying customer data for processing Home loan

Oversaw insurance policy administration.• Spearheaded underwriting tasks for new business clients.• Executed daily audits to ensure accuracy and compliance.• Modification underwriting practices-Canada/US Insurance clients.• Delegated client account activities using dedicated software platforms.• Catalogued and attached various documents to policy numbers in client folders received via email.• Coordinated with different departments and managers via email to obtain clarification and exchange documents.

Client VerificationRisk AssessmentDocument VerificationClient InteractionTeam Management and LeadershipProcess Execution and Quality Assurance

• Detailed analysis of the property title to ensure its validity and to identify any claims or encumbrances• Validate customer home loan documents against the title and informed the settlements team about fund release.• Perform online title searches to facilitate loan processing.• Notify clients via email regarding the completion of loan processing and distributing documents to customers• Addressed client inquiries and requests regarding loan modifications, clarifications, and changes.• Fielded approximately five calls per day from clients.