Accountant
Happy Skyway Overseas · Lakes of the Four Seasons, IN · 1 mo ago
AccountingFull-time
About the role
Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs.
Responsibilities
- Sales Budget and Plan, Chart of Accounts (COA), Customer Retention, Recruitment & Product Training
- Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives
- Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship
- Build new relationships with builder community basis projects and expansion plans
- Develop strategic plans rolled out to business and build revenue streams with various product mix
- Portfolio management, PDD management, collection, Customer service, Vendor Management
- Guide the customer towards applying for Home Loan and explain the product features in terms of ROI, Processing Fees, Terms and conditions very clearly
- Ensure adherence to KYC documents as per the guidelines of the company
- Ensure proper completion of the files within timeline as per the company checklist
- Ensure proper closure of disbursement documentation within the timeline
- Attend customer calls and properly attend to their requests for ensure high customer satisfaction
- Communicate the reasons for rejection to the customer