Process Executive – Voice

We are seeking a Process Executive for our B&L team with 0 to 2 years of experience. The ideal candidate will have expertise in MS Excel and a keen interest in customer verification and mortgage services. This role involves handling data ensuring accuracy and providing exceptional customer service to support our business operations.

Responsibilities

• Handle data entry and management tasks using MS Excel to ensure accuracy and efficiency.
• Oversee the verification of customer information related to mortgage loans.
• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Collaborate with team members to streamline processes and improve overall efficiency.
• Maintain accurate records and documentation for all customer interactions and transactions.
• Ensure compliance with company policies and industry regulations.
• Assist in the preparation of reports and presentations using MS Excel.
• Support the team in various administrative tasks as needed.
• Conduct regular audits to ensure data integrity and accuracy.
• Participate in training sessions to stay updated on industry trends and best practices.
• Contribute to process improvement initiatives to enhance service delivery.
• Communicate effectively with customers and internal stakeholders to ensure smooth operations.
• Monitor and track performance metrics to identify areas for improvement.

Qualifications

• Possess strong technical skills in MS Excel.
• Demonstrate excellent attention to detail and accuracy.
• Exhibit strong communication and interpersonal skills.
• Show a keen interest in customer verification and mortgage services.
• Have the ability to work effectively in a team environment.
• Display strong organizational and time management skills.
• Be proactive in identifying and resolving issues.
• Nice to have experience in customer verification for mortgage loans.
• Nice to have experience in customer service within the mortgage industry.
• Be adaptable and open to learning new skills and technologies.
• Demonstrate a commitment to providing exceptional customer service.
• Show a willingness to participate in continuous improvement initiatives.
• Maintain a high level of professionalism and integrity in all interactions.

Certifications Required

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