Key Objectives
- Mapping and redesign of core operations processes
- Identification of governance and organizational improvements
Our Approach
- Carried out detailed diagnostic of current situation of entire portfolio management operations through analysis of portfolio data and process mapping of portfolio management processes and supporting activities
- Activities covered included:
- Credit operations (Restructuring, Settlements)
- Loan operations (issuance of contract copies, statements, repayment certificates etc.)
- Execution and monitoring of legal enforcement activities (court dates, auctions, payment orders etc.)
- Management of special cases (e.g. L.3869)
- Complaints management
- Supporting processes (Legal / Technical checks, cadastral searches etc.)
- Administration (e.g. expenses management)
- Identified and supported the implementation of several improvements both regarding specific process changes, as well as enhancements to the overall governance and operating model of the company across five main axes (roles, policies, systems architecture, automation, standardization)
Impact for our Client
- Identified 53 specific process improvement initiatives and 35 proposals for enhancements to the company’s operating model
