-
40-50%
cost savings
-
25-35%
more client-facing time
-
USD15bn
worth loan portfolio monitored
-
100%
on-time portfolio monitoring, including covenants
CLIENT CHALLENGES
- Slow market-response time
- Inadequate client-facing time for portfolio managers
- Irregularity in portfolio monitoring, including covenants
- Lack of standardised risk assessment
- Difficulty in retaining onshore talent and high cost of operation
OUR APPROACH
- Set up a pyramid-based offshore team considering the complexity of work
- Established a well-structured training and rollout plan
- Targeted delivering time-sensitive request like initial loan sizing within 24 hours, completing all reviews within regulatory deadlines and producing high-quality output
- Provided support in standardising review templates, new money transactions, reviewing portfolio purchase transactions, UAT for new risk rating and loan management platforms, and responding to regulatory queries
IMPACT DELIVERED
- Conducted a detailed white-boarding session to scope out support levels and complexity of work
- Prepared detailed standard operating procedures and achieved 100% compliance with bank’s credit policies and guidelines
- Channeled efficiency improvement to deliver higher volumes, ad hoc and complex projects
- Partnered with client on platform migration (both loan management and risk rating), providing ongoing support with platform improvement
- Ongoing support for ad hoc projects such as LIBOR transitions, COVID-19 impact analysis and portfolio integration
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