The Role:
As an operations Lead in the any US Banking Process, you will be responsible for Managing the team SLA and KPI targets and knowledge in Account opening/ Maintenance/ Onboarding/ KYC / Derivatives Documentation space or US Mortgage.
Key Responsibilities:
- Reviewing and understanding the Client request
- Performs required research for a product set-up and account opening to assess documentation requirements.
- Process/ validate / Manage the account opening and client documentation workflow from creation, review, signature validation
- Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Ensure documentation conforms to the Bank& legal guidelines and policies and standards, including risk mitigation through adherence to the control framework.
- Ensure the Team SLA and KPI Targets as specified by the client are met consistently.
- Review and respond to client escalations, Team Queries, and support team as Subject Matter Expert
- Coaching and developing team members to drive performance and behaviours, including providing the Services in accordance with the Performance Standards and the Service Levels.
- Conduct huddle/ trainings for process changes / areas of improvement at defined intervals.
- Create and publish daily, weekly and Monthly reports, as per the business requirements. Preparing Dashboards to present it to the Internal / External Stakeholders
- Engage with different departments within the organization (HR, Recruitment, Admin, Transport etc...) to ensure smooth functioning of the process.
- Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
- Contribute towards other processes during the cyclical phase of low volumes.
Skills Required:
- Team management exp is a must.
- Experience in Managing the team's SLA and KPI target
- Excellent Written and Verbal communication skills
- Ability to review and analyse information from multiple sources and determine relevancy
- Exceptional verbal and written communication skills.
- Strong research, analytical, and comprehension skills, with the ability to analyze data.
- Ready to work in US Shift and Flexible for shift Change based on business requirements.
- Good Proficiency on MS Office applications (Word, Excel, PowerPoint)
- Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem-solving, and stakeholder management skills.
Qualifications & Experience:
- Any Graduate
- Minimum 5-7 Years of Working experience in the Banking Industry, with relevant experience on Client Onboarding Documentation / Account Opening / KYC Operations
- Mandatory 2 years of Leadership experience US Mortgage experience in Origination specifically Pre-Underwriting / Conditions review
- Prior team handling experience is a must on paper.
