Specialist - BCM - Asset & Wealth Management
Ready to turn bold ideas into real-world impact?
At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI, our breakthrough solutions tackle companies’ most complex challenges.
If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment.
Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world’s leading enterprises.
Get to know us at genpact.com and on LinkedIn, YouTube, X, and Facebook.
Job Description
As part of the Mortgage services team, you will be required to:
- Collection of Insurance Policies and Certificates
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Contact Borrowers/Insurance brokers/Correspondents via email or fax to collect up-to-date insurance policies for the entire mortgage portfolio and address inadequate coverage and lapses of insurance coverage.
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Does follow-ups and escalation of unresponsive borrower to Toronto business unit.
Insurance Policies and Certificates Review
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Conducts thorough review of insurance policies and certificates to ensure validity, accuracy and compliance with the terms of mortgage document.
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Sends noncompliance notices and make sure that revised certificate will be provided which complies to our requirement to avoid lapses or inadequate coverage.
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Escalates to Toronto business unit if there are push backs, waiver request or 5 days before expiry insurance.
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Input and update insurance certificate information to Enterprise/loan management system (new and renewal insurance policy).
Reports Generation
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Responsible in generating and reviewing reports generated on a bi-monthly, monthly, and quarterly basis. These reports include Branch/Correspondent loans insurance expiration, Past due follow-up, Borrower name change, Insurance escrow, Watchlist, Carrier rating, Flood activity, No insurance, Noncompliant tracking, Significant insurance events. The generated reports are being used as reference for collection of insurance policies/certificates, review and monitoring overall insurance to avoid lapses.
Others:
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Performs peer quality assurance review.
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And on an as needed basis, assist the Toronto business unit on handling mortgage servicing task, inquiries, and projects.
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Could assist in projects that will allow efficiency savings for Mortgage Servicing Team.
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Assist in testing system upgrade
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Bachelor’s degree in business administration, Accounting, Finance, Economics, Mathematics or any related course.
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At least 1-year experience in real estate finance, credit analysis or in mortgage environment
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Experience relating to technical aspects of risk management, property and casualty and financial lines insurance and claims is preferred.
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Strong computer skills including intermediate to advanced Excel proficiency and experience with database applications.
Core Competencies:
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Keen attention to details.
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Excellent written and verbal communication skills. Ability to converse effectively using the English language.
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Strong customer service skills (ability to build rapport, demonstrate empathy and outline key steps in delivering good customer service).
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Ability to clearly understand and act on presented problem statement; to comprehend, capture as well as interpret basic customer information.
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Candidate must demonstrate problem solving skills.
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Able to work under pressure, and well-organized
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Candidate must have good organizational and time management skills with the ability to be flexible to changing environments and to work independently and meet tight deadlines.
Technical/Functional Competencies:
Proficiency in MS Office Suite, Outlook and Teams
Preferably with experience in Mainframe and/or Form based applications
Work Experience:
At least 2 – 4 year/s relevant professional experience preferably in Mortgage Servicing
Qualifications
Bachelors - Commerce, Bachelors - Economics, Bachelors - Finance, Masters - Business Administration, Masters - Business Analytics
Certifications
Certified Financial Analyst (CFA) - SkillabSkillab, Certified Financial Planner (CFP) - Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE)Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE), Certified Regulatory and Compliance Professional (CRCP) - JSS UniversityJSS University, Certified Regulatory Compliance Manager (CRCM) - The International Association of Risk and Compliance Professionals (IARCP)The International Association of Risk and Compliance Professionals (IARCP), Certified Risk Professional (CRP) - UdemyUdemy
Required Skills
Asset Management, Banking Capital Markets, Risk Management, Wealth Management
Language
English (Required)
Language Proficiency -
Intermediate - B1
Additional Job Location -
Job Type
Regular
Master Skill List -
BCM - Asset & Wealth Management
Remote Type -
Office
Work Shift -
Night Job (India)
Why join Genpact?
- Lead AI-powered transformation – Drive innovation and solve real-world business challenges that matter
- Make an impact – Help global enterprises solve business challenges that matter
- Accelerate your career – Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead
- Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
- Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress
Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
