Alan K.
CMA Finalist.
- Role
- Senior Excecutive Operations CPA at Axis Bank
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Alan K.
Finance and operations professional with experience in treasury, banking operations…
Experience
Senior Excecutive Operations CPA
Aug 2023 — Present · Tamil Nadu, IN
Receive and review loan applications from customers.• Verify the accuracy and completeness of the information provided in loan applications.• Ensure that all required documents (e.g, identification, financial statements, credit reports) are submitted by the applicants.• Process loan applications in a timely and accurate manner, ensuring compliance with internal guidelines.• Communicate with customers to clarify application details or request missing information.• Provide assistance to customers regarding loan products, eligibility, and the application process.• Respond to customer queries via phone, email, or in-person to ensure smooth loan processing.• Verify customer credentials and the authenticity of documents submitted.• Assess the eligibility of applicants based on internal credit and risk guidelines.• Analyze financial data, credit history, and other relevant factors to determine loan approval potential.• Enter loan application details into the loan management system or relevant databases.• Maintain accurate records of loan applications, communications, and decisions.• Ensure all loan processing documentation is stored securely and in compliance with data protection regulations.• Coordinate with other departments (e.g, credit, legal, underwriting) to ensure timely approval and disbursement of loans.• Prepare and provide required reports on the loan application status for management.• Ensure seamless communication with clients and internal teams throughout the loan approval process.• Assist in preparing loan agreements and ensuring that all conditions for loan approval are met.• Oversee the disbursement of approved loans, ensuring funds are transferred correctly to customers.• Follow up with applicants to ensure they have received funds and are satisfied with the process.• Ensure all loan processing activities comply with regulatory requirements and company policies.• Stay updated regulations and internal loan procedures.
Education
Madras Christian College
Bachelor of Commerce, Business/Commerce, General
2017 — 2020
Agurchand Manmull Jain College - India
Master's degree, Business/Commerce, General
2020 — 2022
Institute of Cost Accountants of India
CMA INTER QUALIFIED
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