Loan booking and deal trading support to a US Commercial Bank

  • 25-30% reduction in the request/response lifecycle

  • 40% reduction in client escalations

  • 100% Backlog cleared

  • Backlog of loan booking, renewals, repayment schedules, fee setup
  • Knowledge retention issues requiring investment in repeated training
  • Additional cost of hiring resources versed in Loan IQ and ClearPar
  • High cost of setting up a project team onshore
  • Conducted a detailed study of the process and created standing operating procedures to standardise repayment schedules
  • Key stroke mapping done to identify key issues
  • Standardised workflow process
  • Onboarded Loan IQ experts to reduce training time
  • Assessed Loan Booking by reviewing credit agreements (base rates, pricing, schedules, collaterals, etc.)
  • Liaised with relationship manager to validate information
  • Cleared backlog of 1,500 repayment schedules, complex infrastructure, project finance and other segments
  • Set up a fee system of record and fund movement from suspense account to income
  • Closed loan trading account by posting payment
  • Improved turnaround time on SLAs as all transactions were completed by the stipulated deadlines
  • Reduced client escalations by reducing backlog by 40%
Thank you for sharing your details

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on

What we have done

Loan Servicing support to a French HQ Bank (US book)
What we are proud of


reduction in the request



Collateral and limit management: Exposure monitoring for US commercial bank
What we are proud of


adherence to credit policies


reduction in collateral management costs

Augmenting support across the treasury lifecycle for US regional bank
What we are proud of


reduction in costs


reduction in operational risk