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of Investor Accounting
Job Title:SME and Team lead
Reporting to:Team Manager, Operations
Objectives
The Investor Accounting specialist plays an important role in the organization by
performing several activities related to the Loan Servicing functions. The role is
primarily responsible, under general supervision, for performing several accounting-
related tasks in support of the department, such as, reporting, balancing, preparing
reports, maintaining accurate records, identifying payment discrepancies, providing
analysis, etc.
The SME's objective is to actively lead and motivate a team in accordance with laid
down procedures to achieve and maintain requisite standards of quality and productivity.
He / she will report to the Assistant Manager, Operations, who will be the first point of
contact for any issues, questions or concerns.
Key Result Areas (KRAs)
Leadership:
?The SME is responsible for maintaining constant process knowledge in the team.
?Responsible for maintaining and documenting all updates received from the
business area.
?Will be a part of all client calls and will be responsible to update the teams
alongside the Supervisors
?Responsible for cascading / providing training on new updates to all team
members.
?Responsible for conducting the knowledge check.
?Responsible for suggesting and driving process improvements.
?Should have multi-tasking skills as a Trainer / QC / Processor and will conduct
refresher trainings / handle Quality sessions on a need basis.
?Monitor and coach underperformers to improve their quality and efficiency.
?To be a part of the regular production and produce agreed numbers.
?Address and ensure resolution on all process related queries of the team members
Eligibility:
?The person should have spent minimum of 18 months in the current process.
?The person should have excellent process knowledge (based on test scores,
certifications etc).
?Should be proficient in minimum 3 work types as applicable.
?Should have delivered quality averaging to 97% with 100% production efficiency.
?Should have scored 98% in the Knowledge Skill Test on an average.
?Employee should have a performance rating of B and above during the previous
Controlled Copy
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