Senior Executive EXL IT service management

0.0 years

0 Lacs

noida, uttar pradesh, india

On-site

This is a professional entry level operations position within Everest's Casualty Division. The Underwriting Assistant I is responsible for the management and processing of an assigned portfolio of business. Major Responsibilities: .Review incoming transactions and related information for completeness accuracy and quality. .Multi-line new business submissions, renewal submissions and endorsements processing including rating, policy construction and assembly in a timely and accurate manner .Regularly reviews and adheres to department processing guidelines and procedures to ensure accuracy. .Manage underwriting relationships with timely responses relative to service inquiries. .Maintain all correspondence activity with internal and external customers including daily diaries on pending transactions. .Compliance with ODEN state rules and regulations relative to cancellations and reinstatements. .Gathering underwriting information including experience reports, final audits, loss control reports, financial reports, loss runs, MVRs, and FEINs. .Special projects as needed. Competencies: .Strong desk management, written and verbal communication skills .Ability to multi task and to independently organize work and prioritize competing demands and requests to complete work within required time constraints. .Demonstrate strong analytical skills and mathematical aptitude. .Knowledge of underwriting principles, product specific coverage, policy forms, pricing tools, regulatory compliance and insurance systems .Demonstrate proficiency in using on line reference manuals and ability to effective and regularly use multiple electronic systems . The ability to work in a team environment and handle multiple deadlines

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Branch Credit Operation FinCv

1.0 - 5.0 years

0 Lacs

karnataka

On-site

Fincv is a partnership firm that was founded in 2023 with the objective of establishing a dedicated marketplace connecting Small and Medium Enterprises (SMEs) with short-term capital specifically designed for commercial vehicle financing. The primary focus of the platform is to offer SMEs an efficient means to access the essential funds required to fulfill their commercial vehicle needs. Presently, Fincv is operational in 11 locations across Karnataka, facilitating businesses in the area to secure the financial resources essential for their growth and prosperity. As a Credit Officer in Bengaluru, you will be responsible for assessing loan applications within defined policy guidelines and recommending them for approval to higher authorities. A minimum of one year of experience in credit underwriting within the Commercial Vehicle Segment is required for this full-time on-site position. Qualifications: - Bachelor's degree in finance, accounting, business administration, or a related field. Key Responsibilities: 1. Evaluate loan applications based on established policies and suggest them for approval to senior management. 2. Conduct personal discussions with customers to determine their creditworthiness. 3. Make informed lending decisions after assessing available information and customer interactions. 4. Underwrite loan proposals and prepare Credit Appraisal Memos (CAM). 5. Monitor Post-Disbursement Document (PDD) requirements. 6. Collaborate with the Operations team for loan disbursal and PDD processes. 7. Communicate with the Operations team to resolve any disbursal issues. 8. Ensure compliance with Audit and regulatory standards for the branch/location. 9. Contribute towards achieving branch profit targets. 10. Coordinate with the sales team to meet targets and ensure Turn-Around-Time (TAT) objectives are achieved. 11. Manage the processes necessary to maintain reasonable turnaround times. 12. Conduct regular training sessions for branch sales members on credit policies.,

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