Process Executive - Data

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 technical skills in MS Excel and a keen interest in customer verification and service within the mortgage domain. This role involves supporting various operational processes ensuring accuracy and contributing to the overall efficiency of the team.

Responsibilities

• Support daily operational processes by utilizing MS Excel to manage and analyze data.
• Ensure accuracy and completeness of customer verification processes within the mortgage domain.
• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Collaborate with team members to streamline workflows and improve process efficiency.
• Maintain detailed records of customer interactions and transactions.
• Assist in the preparation of reports and presentations for management review.
• Monitor and track key performance indicators to ensure targets are met.
• Identify opportunities for process improvements and recommend solutions.
• Conduct regular audits to ensure compliance with company policies and industry regulations.
• Participate in training sessions to stay updated on industry trends and best practices.
• Communicate effectively with internal and external stakeholders to ensure smooth operations.
• Contribute to team meetings by sharing insights and providing feedback on process enhancements.
• Support special projects and initiatives as assigned by the management.
  
  

Qualifications

• Possess strong technical skills in MS Excel including data analysis and reporting.
• Demonstrate excellent customer service skills particularly within the mortgage domain.
• Exhibit attention to detail and accuracy in all tasks.
• Show ability to work collaboratively in a team environment.
• Display effective communication skills both written and verbal.
• Have a proactive approach to identifying and solving problems.
• Be willing to learn and adapt to new processes and technologies.
• Experience in customer verification and service within the mortgage domain is a plus.
• Ability to manage multiple tasks and prioritize effectively.
• Show commitment to maintaining confidentiality and data security.
• Demonstrate a strong work ethic and reliability.
• Be open to feedback and continuous improvement.
  
  

Certifications Required

Certification in MS Excel or related data analysis tools is preferred.