CRE servicing and underwriting support for a US-based broker/mortgage advisor

  • 30-40%

    cost savings

  • 20-30%

    more client-facing time

  • USD5bn

    worth loan servicing portfolio under agency and non-agency programmes

  • 100%

    on-time portfolio servicing, including covenants

  • Limited bandwidth and inadequate client-facing time during servicing season
  • Delay in portfolio servicing, including covenants
  • Multiple term sets and frequent changes in loan quotes
  • Difficulty in retaining onshore talent and high cost of operation
  • Identified challenges faced by the client and established the best process for an effective solution
  • Set up a pyramid-based offshore team considering the complexity of work
  • Provided support in standardising templates for reviews, cash flow modelling, lease abstracts, investment/offering memoranda and collateral valuation
  • Provided comprehensive due diligence and underwriting support across property types for all types of transactions
  • Implemented database management to avoid duplication of information and ensure timely reporting
  • Initiated overnight delivery of time-sensitive loan-sizing requests for faster turnaround of portfolio lease abstracts and timely execution of underwriting packages
  • Prepared detailed standard operating procedures and achieved 100% compliance with client’s guidelines with enhanced productivity
  • Delivered operational efficiencies with on-time servicing and faster turnaround, resulting in better margins
  • Channelled efficiency improvement to deliver higher volumes, and ad hoc and complex projects
  • Partnered with the client on detailed underwriting activity on large portfolios for timely delivery
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