Job Summary
We are seeking a dedicated Process Executive for our B&L team with 0 to 2 years of experience. The ideal candidate will have strong skills in MS Excel and a keen interest in customer verification and service within the mortgage domain. This role offers an excellent opportunity to grow within a dynamic and supportive environment.
Responsibilities
Perform data entry and management tasks using MS Excel to ensure accurate and timely processing of information.Assist in the verification of customer details for mortgage loans to maintain data integrity.Provide exceptional customer service by addressing inquiries and resolving issues related to mortgage services.Collaborate with team members to streamline processes and improve efficiency.Monitor and track the status of mortgage applications to ensure timely completion.Generate reports and summaries using MS Excel to support decision-making processes.Conduct regular audits of data to identify and correct discrepancies.Support the team in maintaining compliance with industry regulations and company policies.Participate in training sessions to stay updated on best practices and industry trends.Communicate effectively with customers and stakeholders to provide clear and concise information.Assist in the development and implementation of process improvements to enhance service delivery.Maintain accurate records and documentation for all customer interactions and transactions.Provide feedback to management on potential areas for improvement in processes and customer service.
Qualifications
Possess strong technical skills in MS Excel including data analysis and reporting.Have a keen eye for detail and accuracy in data entry and management.Demonstrate excellent communication skills both written and verbal.Show a proactive approach to problem-solving and process improvement.Exhibit strong organizational skills and the ability to manage multiple tasks simultaneously.Have a basic understanding of customer verification processes in the mortgage domain (nice to have).Display a customer-centric attitude with a focus on delivering high-quality service.Be willing to learn and adapt to new tools and technologies as needed.Work effectively both independently and as part of a team.
Certifications Required
Certification in MS Excel or related data management tools is preferred.