39 Workflow Management Jobs - Page 2

Key Responsibilities: Team Supervision & Workflow Management: Supervise and coordinate daily activities of the loan administration team, including loan boarding, payment processing, covenant tracking, and collateral management. Review and approve work for accuracy and compliance with loan terms and regulatory requirements. Assign tasks, monitor workload distribution, and ensure SLAs and deadlines are consistently met. Loan Operations & Servicing: Ensure accurate input and maintenance of loan data in the core banking or loan servicing systems. Oversee post-closing activities such as document imaging, collateral perfection, and file audits. Monitor loan maturity, renewals, and tickler systems for covenant and insurance tracking. Compliance & Risk Management: Maintain adherence to internal controls, lending policies, and external regulations (e.g., FDIC, OCC, HMDA). Assist in internal and external audits by providing required documentation and responses. Identify and mitigate operational risks and escalate issues when appropriate. Client & Stakeholder Engagement: Act as an escalation point for client or internal inquiries related to loan servicing and administration. Work closely with loan officers, credit analysts, legal teams, and third-party vendors to resolve discrepancies or complex issues. Training & Development: Train, coach, and develop team members to ensure high performance and knowledge consistency. Conduct regular team meetings, performance reviews, and contribute to succession planning. Reporting & Process Improvement: Prepare and review reports related to loan operations, exceptions, and portfolio performance. Recommend and implement process improvements, automation opportunities, and system enhancements. Qualifications: Bachelor's degree in Business, Finance, or related field (or equivalent work experience). 711 years of experience in loan administration, with at least 12 years in a supervisory role. Strong understanding of commercial and/or consumer loan servicing processes and documentation.

What you'll do: Ensures smooth communication in understanding the requirements while interacting with stakeholders, designers and external partners for all project-related deliverables Responsible for processing multiple design requests via external partner and internal support Assign and monitor tasks to ensure they are completed on time and meet quality standards. Manages the shift workflow and scheduling to meet project turnaround times and deadlines Flexible, resilient, highly committed and have a confident manner with the proven ability to thrive in a fast-paced, challenging and highly innovative design environment Ensures accurate record keeping of data pertaining to the projects, time tracking, document deadline, turnaround times and details such as team lateness/breaks Responsible for quality inspection of artwork, design and deliver feedback to teams as necessary Assist in decision making concerning utilization of resources by accurately tracking data to support operations with other performance metrics like quality of work and efficiency Responsible for updating the team on process changes as appropriate Provide technical support to the team through production work and queries Ability to assist in training new team members as needed Assist in the development and quality assurance testing of automated tools. What you'll bring: We seek energetic and dynamic individuals with demonstrated track record in graphics delivery. You will be responsible for professionally representing the presentation department taking work briefs, negotiating deadlines, tracking metrics and will ensure every stakeholder receives professional advice and exceptional service. Clear communication is the key to a successful Shift Coordinator ensuring our stakeholders are delighted and receive a positive experience from our creative services. The Shift Coordinator will support multiple ZS practice areas and project teams and will need to be comfortable with a fairly expansive breadth of focus. Minimum of 8+ years of relevant B2B consulting work experience with above average performance, and demonstrated leadership abilities Must have strong time management and organizational skills with the ability to multitask and handle a heavy workload Experience in managing team members with proven client-facing experience, with persuasive and dynamic presentation skills Working in a collaborative design environment, work experience in global/multi-national teams is a plus Able to work independently and take decisions to resolve challenges while working in shifts Attention on design detail and consistency to meet stakeholders quality requirements You have excellent English language communication skills (verbal and written) Comfortable interacting with stakeholders in person, over emails and telephone Willingness to work on rotating shifts (no night shift) Diploma/certification/bachelor s degree in fine arts, graphic design in MS Office/PowerPoint or a related field are a plus Ability to work in a fast-paced and often unstructured environment.

Description We are seeking an experienced MDG Technical Consultant with 8-12 years of expertise in Master Data Governance to join our team. The ideal candidate will have a strong background in implementing and managing MDG solutions, with a focus on enhancing data quality and governance practices. This role requires a deep understanding of data management principles and the ability to work collaboratively with various stakeholders to drive effective data governance initiatives. Responsibilities Design and implement Master Data Governance (MDG) solutions tailored to client requirements. Analyze business processes and data management practices to identify opportunities for improvement. Collaborate with cross-functional teams to define data governance policies and standards. Conduct workshops and training sessions for stakeholders on MDG best practices and tools. Support data migration and data quality initiatives as part of MDG implementations. Provide ongoing support and troubleshooting for MDG-related issues post-implementation. Stay updated with the latest trends and technologies in data governance and management. Skills and Qualifications Bachelor's or Master's degree in Computer Science, Information Technology, or a related field. Minimum of 8-12 years of experience in SAP MDG or related data governance roles. Strong knowledge of SAP MDG modules and capabilities. Experience with data modeling, data quality, and data integration techniques. Proficiency in SQL and data manipulation languages for data analysis. Familiarity with data governance frameworks and best practices. Excellent analytical and problem-solving skills. Strong communication and presentation skills to convey technical concepts to non-technical stakeholders. Ability to work collaboratively in a team environment and manage multiple projects.

Calculation and issuance of margin calls, including validation and follow up, ensuring calls are met in a timely manner Perform approvals and manage workflow Respond to and manage incoming queries Resolution and escalation of all client disputes and queries Proactively working on enhancing the team s process and controls Project and initiative management SKILLS & EXPERIENCE WE RE LOOKING FOR BASIC QUALIFICATIONS Bachelor s degree Strong motivation to succeed, both as an individual and as a team Ability to work under pressure, prioritize and meet deadlines Effective problem solving and critical-thinking skills Ability to use discretion and good judgement Good understanding of products, functioning and rik Excellent communication and interpersonal skills with a strong appreciation of client service PREFERRED QUALIFICATIONS Strong analytical skills and exposure to project work Ability to mentor and manage a team Ability to deal with multiple complex issues at the same time while meeting client deadlines Understanding of derivatives and interest in financial markets

The Margin Lending group focuses on a combination of day-to-day operational functions and value-add projects and initiatives. We develop and expect our team to think creatively as well as to take ownership and contribute to process improvement initiatives. JOB SUMMARY AND RESPONSIBILITIES Calculation and issuance of margin calls, including validation and follow up, ensuring calls are met in a timely manner Perform approvals and manage workflow Respond to and manage incoming queries Resolution and escalation of all client disputes and queries Proactively working on enhancing the team s process and controls Project and initiative management SKILLS & EXPERIENCE WE RE LOOKING FOR BASIC QUALIFICATIONS Bachelor s degree Strong motivation to succeed, both as an individual and as a team Ability to work under pressure, prioritize and meet deadlines Effective problem solving and critical-thinking skills Ability to use discretion and good judgement Good understanding of products, functioning and rik Excellent communication and interpersonal skills with a strong appreciation of client service PREFERRED QUALIFICATIONS Strong analytical skills and exposure to project work Ability to mentor and manage a team Ability to deal with multiple complex issues at the same time while meeting client deadlines Understanding of derivatives and interest in financial markets

Description We are seeking an experienced PeopleSoft HRMS professional to join our team in India. The ideal candidate will have 7-12 years of experience in implementing and supporting PeopleSoft HRMS solutions, with a strong focus on HR processes and system optimization. Responsibilities Implement and configure PeopleSoft HRMS modules including Core HR, Payroll, and Benefits. Provide ongoing support and troubleshooting for PeopleSoft HRMS applications. Collaborate with HR teams to gather requirements and translate them into system solutions. Conduct system testing and user training to ensure effective use of the PeopleSoft HRMS. Maintain documentation related to system configurations, processes, and user guides. Stay updated with PeopleSoft HRMS updates and best practices. Skills and Qualifications 7-12 years of experience in PeopleSoft HRMS implementation and support. Strong understanding of HR processes and workflows. Proficiency in PeopleSoft application tools, including PeopleTools and PeopleCode. Experience with SQL and database management. Knowledge of HR regulatory compliance and reporting requirements. Excellent problem-solving and analytical skills. Strong communication and interpersonal skills to work effectively with stakeholders.

Job Summary The ability to think about clients problems with regards to the objectives to be achieved through Digital Media (on various Digital platforms like Facebook, Twitter, YouTube, Pinterest, Instagram, Mobile) and pitch creative solutions Understanding of different industries and/or the ability to grasp knowledge about these industries while onboarding or pitching to a new client Understanding the brief and creating digital marketing strategies that align and support clients plans to align with current campaigns and to plan for new engagements that will bridge the gap. Direct the team of managers to conduct thorough research on assigned brands/projects/pitches also including but not limited to new trends, on-going campaigns, creative innovation Lead client calls, manage timely delivery of campaign-level briefs, and maintain high quality on presentations along with the team Collaborate with cross functional teams to derive the approach for brand or movie/show/music launch campaigns, influencer campaigns or social media strategies Provide qualitative and relevant solutions to the team on projects and manage time or quality crisis Craft interesting and disruptive concepts for various requirements Besides Client briefing, identify opportunities and/or challenges in a business where creative assets can provide a solution, identifying the unmet needs and goals of the clients. Monitor Digital & New Media industry trends and competitor offerings to identify potential business avenues and improve current offerings. Strong focus on coming up with Innovative & Interactive Digital Media Campaigns & Ideas for the client. Focus on driving innovation, impact and creativity for the client. Work on building Case Study narratives for submitting to awards that help the organization Manage alignment of resources and tasks Set internal processes for smooth operations

As a Software Developer you'll participate in many aspects of the software development lifecycle, such as design, code implementation, testing, and support. You will create software that enables your clients hybrid-cloud and AI journeys. Your primary responsibilities include: Comprehensive Feature Development and Issue Resolution: Working on the end to end feature development and solving challenges faced in the implementation. Stakeholder Collaboration and Issue Resolution: Collaborate with key stakeholders, internal and external, to understand the problems, issues with the product and features and solve the issues as per SLAs defined. Continuous Learning and Technology Integration: Being eager to learn new technologies and implementing the same in feature development Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise BE / B Tech in any stream, M.Sc. (Computer Science/IT) / M.C.A, with Minimum 3-5 years of relevant experience in SAP UX module. Hands-on experience in one or more of the BTP services and development expertise in Fiori/UI5, JAVA ,nodejs/python experience in one or more of the BTP services and hands-on in iflows, workflow, process automation. At least 2 years of hands-on experience in SAPUI5 development Preferred technical and professional experience Having good exposure on BTP based custom SAPUI5 development. BTP based application development using one or more of services like CAPM, Workflow Management etc. Good exposure to SAP BTP Business Technology Platform Integration Suite services

As a Software Developer you'll participate in many aspects of the software development lifecycle, such as design, code implementation, testing, and support. You will create software that enables your clients hybrid-cloud and AI journeys. Your primary responsibilities include: Comprehensive Feature Development and Issue Resolution: Working on the end to end feature development and solving challenges faced in the implementation. Stakeholder Collaboration and Issue Resolution: Collaborate with key stakeholders, internal and external, to understand the problems, issues with the product and features and solve the issues as per SLAs defined. Continuous Learning and Technology Integration: Being eager to learn new technologies and implementing the same in feature development Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise BE / B Tech in any stream, M.Sc. (Computer Science/IT) / M.C.A, with Minimum 3-5 years of relevant experience in SAP UX module. Hands-on experience in one or more of the BTP services and development expertise in Fiori/UI5, JAVA ,nodejs/python experience in one or more of the BTP services and hands-on in iflows, workflow, process automation. At least 2 years of hands-on experience in SAPUI5 development Preferred technical and professional experience Having good exposure on BTP based custom SAPUI5 development. BTP based application development using one or more of services like CAPM, Workflow Management etc. Good exposure to SAP BTP Business Technology Platform Integration Suite services

Luxoft DXC Technology Company is an established company focusing on consulting and implementation of complex projects in the financial and Insurance industry. Together with the customer, we deliver top performance! For one of our clients in the Insurance Segment, we are looking for an experienced Senior Business Analyst to join our team for an exciting project focused on implementing a new product within the UK Commercial Insurance sector. The ideal candidate must have extensive experience in Acturis, commercial insurance. Responsibilities Lead and drive end-to-end product implementation within the Acturis platform. Gather, analyze, and document business requirements for new product development. Collaborate with stakeholders across underwriting, claims, fraud, and IT teams. Ensure smooth integration and alignment of downstream systems. Define and manage business processes and workflows. Support testing, validation, and post-implementation monitoring. Provide expert insights into commercial insurance products and processes. Identify potential risks and work proactively to mitigate them. Downstream impacts Databases, MI, UW, Claims, Fraud etc Skills Proven experience in delivering new products E2E within Acturis. Strong commercial insurance expertise. Minimum 3 years of experience as a Business Analyst. Ability to engage with multiple stakeholders across business and IT teams. Nice to have Previous experience working with Aviva Insurance. Strong knowledge of data analytics and reporting (MI systems). Understanding of regulatory and compliance requirements in commercial insurance.

Key Responsibilities: Handle inbound and outbound customer calls and emails Resolve customer queries related to products, services, and accounts Maintain accurate records of customer interactions in CRM systems Adhere to company policies, quality standards, and performance targets Collaborate with team members to achieve service goals Adapt to rotational shifts including night duties Candidate Profile: Open to freshers and experienced candidates Good command over spoken and written English Graduate or undergraduate eligible Strong multitasking and problem-solving skills Willing to work in shifts and flexible timings Immediate joiners preferred

Experience Required: Customer focused with ability to identify and solve problems. Ability to meet/exceed targets and manage multiple priorities. Proficient in Microsoft Office applications. Preferred if English and Arithmetic qualification gained. Experience in medical administration, claims environment or Contact Centre environment is advantageous but not essential. Skills: Must possess excellent attention to detail, with a high level of accuracy. Strong interpersonal skills with good verbal and written communication to internal and external clients. Strong customer focus with ability to identify and solve problems. Ability to work under own initiative and proactive in recommending and implementing process improvements. Ability to organise, prioritise and manage workflow to meet individual and team requirements Ability to exercise judgment.

Job Summary To provide and ensure the timely and high-quality service and deliverables to leading private equity and funds clients under the guidance and direction from supervisors, allocated to you on a regular basis. Concentrates on delivering consistent results by focusing mainly on preparation of core processes, low complex ad hoc work and minimal client requirements.Performs self-review of core processes to demonstrate self-awareness in gaining productive insights into professional and personal strengths and areas of development. Support with the review and sign off NAV and Financials of the private equity funds that include recording journal entries, preparing monthly/quarterly/annual financials, processing payments, preparing investor notices and various client reporting. Support with the review of capital call and distribution workings along with notices and release to respective investors. Assist with conversion of Private Equity Funds from other accounting applications to Investran. Assist with onboarding new Private Equity Funds in the accounting platform (Investran, Paxus). This entails assisting in all reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. To assist in various accounting and administration processes and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. Core Responsibilities Responsible for the preparation of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for funds clients. To ensure all deliverables are timely and accurate Acquiring knowledge of designated clients requirements and deliverables. Ensure compliance by following procedures and checklists following SSAE and other similar statutory requirements Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role Tasks & Duties Cluster Client Delivery Acquires knowledge and understanding of the clients agreements, Scope of Work (SOW), SLA's and other necessary information needed to prepare deliverables. Ensures complete information, data, supporting documents, etc. are received for the preparation of the needed requirements.To acknowledge or to escalate the completeness of the information, data, supporting documents, etc. to the Senior Accountant. Delivers consistent and quality information within the agreed timeframes. Prepare, complete, and ensure the quality of the assigned clients deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s. To be able to review outputs and all other deliverables prepared. To address review comments. Takes ownership, prepares and replies to cluster/Client/Investor's queries within 24 hours. Escalates any job-related issues and concerns to the appropriate authorities in a timely manner. Provides support to the rest of the team and other teams, as needed. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked knowledge and understanding of the clients agreements, Sets up, monitors, updates and closes all deliverables via the workflow planner Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Ensures relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Reports any breaches, complaints or errors to appropriate authorities in a timely manner. Assists in the preparation of error reports, identifies the areas of operational risk and participates in proposing appropriate remedial actions within 24 hours of identifying the error. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalates any other work-related issues and concerns to the appropriate authorities in a timely manner. Key Behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Being Resilient - Rebounding from setbacks and adversity when facing difficult situations Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Customer Focus - Building strong customer relationships and delivering customer-centric solutions Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels Plans & Aligns - Planning and prioritizing work to meet commitments aligned with organisational goals Manages Conflict - Handling conflict situations effectively, with a minimum of noise Interpersonal Savvy - Relating openly and comfortably with diverse groups of people Organizational Savvy - Manoeuvring comfortably through complex policy, process and people-related organisational dynamics

Job Summary To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team. Main person who is accountable, has ownership of deliverables. Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, investor notices and various client reporting. Responsible in assisting in the review and/or preparation and completion of capital call and distribution workings along with notices and release to respective investors. To facilitate and assist with conversion of Private Equity Funds from other accounting applications to Investran. To facilitate and assist with onboarding new Private Equity Funds in the accounting platform (Investran/Paxus). This entails assisting in the review and/or preparation of all/and complex reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. Spends most of the time in driving results based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others) and optimizing the work performance of the team. To facilitate and assist various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. As a supervisor, the Assistant Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to team members. Core Responsibilities Responsible for review of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for complex funds and/or corporate clients. Responsible for the preparation of complex reporting requirements, when necessary. Manages and ensures the timely and accurate deliverables of the team. Acquire knowledge to become specialists of their designated clients requirements and deliverables. Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements of the clients they handle. Provides guidance and coaching to the team in both technical and non-technical aspects of their role. Seeks knowledge and expertise for their own professional development. Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities. Directly liaises with the cluster counterparts of upcoming deliverables and the progress thereof, queries and other dependencies to carry out the work. To be able to effectively communicate and relate with the various stakeholders of the team. Submits cluster client requirements after thoroughly being reviewed. To act as an alternate for Managers based on business needs which may include cluster client responsibilities, administrative tasks, and team management. Tasks & Duties Cluster Client Delivery Acquires and shares specialized knowledge and understanding of the clients agreements, Scope of Work (SOW), SLA's and other necessary information needed to review and/or prepare deliverables. Confirms that the complete information, data and supporting documents are received for the review/preparation of the needed requirements, then escalates and requests from the cluster counterparts any missing information. Ensures the delivery of consistent and quality information within the agreed timeframes of the team. Coordinates with the cluster the deadlines (and any changes) of deliverables then plans and assigns the workload within the team.Facilitate the request for support from peers, as needed. Prepare (if needed), completely review, and ensure the quality of the assigned clients deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s, when necessary. Reviews the reports generated by the team. To be able to review outputs and all other deliverables prepared. Monitors all review comments for all clients have been addressed. Monitors that their team takes full ownership and replies to cluster/Client/Investor's queries within 24 hours. Addresses any job-related issues and concerns in a timely manner and escalates to the appropriate authorities, as needed. Communicates review comments to the team and then follows up to address pending comments for preparers. Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Accountant. Drafts error reports/compliance cases by collecting information on the root cause then proposes the corrective actions and preventive measures in a timely manner. Gathers and organizes the information needed for the quarterly debrief meeting with the cluster to review the team's performance. This includes consolidating review comments and action points to watch out for the following quarter. Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed. Decides on escalated recommendations and if necessary, escalate to SMEs/Manager or technical team. Standardizes and optimizes the efficiency of the process of their funds. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked. Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their SA's). Reviews and pre-approves filed overtime of their team (SA's). Sets up, monitors and updates all deliverables via the workflow planner in a timely manner. Oversees the accuracy and completeness of the workflow planner for the team. Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Champions compliance by ensuring relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Report any breaches, complaints, or errors to appropriate authorities in a timely manner. Acquires knowledge of risk factors and potential breach. Monitors and oversees drafts reports and compliance cases with root cause information.In the absence of a Senior Accountant, will draft the error reports/compliance cases, corrective actions and preventive measures based on collected root cause information in a timely manner. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalate any other work-related issues and concerns to the appropriate authorities in a timely manner. Participate in interviews, as needed. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Drives Results - Consistently achieving results, even under tough circumstances. Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. Directs Work - Providing direction, delegating, and removing obstacles to get work done. Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals. Resourcefulness - Securing and deploying resources effectively and efficiently. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Courage - Stepping up to address difficult issues, saying what needs to be said. Develops Talent - Developing people to meet both their career goals and the organisation's goals. Persuades - Using compelling arguments to gain the support and commitment of others. Business Insight - Applying knowledge of business and the marketplace to advance the organisation's goals. Builds Networks - Effectively building formal and informal relationship networks inside and outside the organisation. Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders. Decision Quality - Making good and timely decisions that keep the organisation moving forward.