Sumeta Saroya

●Verifying that all documents have undergone the necessary due diligence, check that the data complies with business policies.

●Making sure to follow up and respond to the queries regarding any submitted deal to ensure customer satisfaction.

●Following up with Third parties to ensure that the requests for Title searches and appraisals are taken care of and all transactions are processed in timely manner.

●Collect and prepare documents for closing a loan, coordinate the process, review papers to check for errors after closing, and when necessary, take action to correct those errors.

●Build superior customer sales experiences by engaging, listening, and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment.

●Submitting Credit and Loan applications to verification department after making sure every required information and criteria has been met.

●Having difficult conversation with client if approval not received by telling them the possible measures they can take to avoid such situations in future.

●Follow up with existing customers via emails and outbound calls to understand their needs and suggest better solutions for their financial matters.

●Ensuring that the appropriate loan products and loan insurance is offered and Client is informed of all the factors as per company policy.

●Answer questions of customers arriving at the property and ensuring the best service.

●Take customer feedback in a constructive manner and forward the collective data to senior management to help make the place better for everyone.

●Take care of the inbound calls and make sure the query is answered or the call is transferred to correct department.

●Making sure that the premises is being taken care of and be attentive to people entering the building.

●Handling existing client records and sensitive information by making sure everything is organized and easy to approach when needed.