Portfolio monitoring and underwriting support for a US-based commercial bank

  • USD12m

    in annual savings

  • 30%

    more volumes without incremental onshore headcount

  • 20-30%

    faster market response time

  • USD80bn

    worth loan portfolio monitored

  • Improve market response time
  • Free up onshore capacity for value-added activities
  • Increase efficiency and flexibility
  • Enhance loan portfolio monitoring process
  • Retain onshore staff and reduce cost of function
  • Detailed white-boarding sessions to scope out support levels and complexity of work
  • Set up a scalable pyramid-based offshore team based on the complexity of work and in line with the bank’s expansion plan
  • Sector experts for specialised support (healthcare, insurance, energy)
  • Formulated a well-structured rollout plan with established KPIs
  • Customized solution to deliver urgent spreads/quotes within 24 hours and complete reviews within regulatory deadlines
  • Detailed standard operating procedures to ensure compliance with credit policies and client processes
  • Achieved an overall productivity improvement of 15-20% across LoBs
  • Channelled efficiency improvement to deliver 20-25% higher volumes
  • Standardised and simplified review templates, support in migration of underwriting platform, and user acceptance testing (UAT) for new risk-rating platform
  • Formulated a multi-layered governance structure to track performance and productivity, identify headwinds and implement appropriate measures
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

Transformation partner of a top 10 Europe-based commercial bank
What we are proud of


cost savings and growing


faster turnaround time

Financial spreading support to a top Canadian bank
What we are proud of

USD 6mn

in cost savings and growing


efficiency, resulting in more volume delivered

Asset based lending portfolio transition and monitoring for a top-3 UK bank
What we are proud of


reduction in overdue


borrowing-base spreads

Leveraged Loan monitoring for a top five bulge-bracket firm
What we are proud of


leveraged loans


loan portfolio monitored