My Role - Executive/Decision-Maker

Story:

As an executive or decision-maker you want high-level insights into recovery, retention, and risk performance, so that you can make strategic decisions with confidence.

Decision-makers don’t need granular borrower-level details but do need synthesized metrics to align board-level priorities, investor expectations, and organizational performance. You require dashboards and scenario planning tools that tie portfolio performance to strategic objectives.

Acceptance Criteria:

  • Executives can access portfolio health summaries (e.g., delinquency rate, recovery success, compliance status).

  • Scenario planning tools allow modeling the impact of interventions.

  • Reports are designed for board or investor presentations.

Business Value:

  • Informed, data-driven decision-making that aligns organizational strategy with regulatory expectations, investor confidence, and long-term portfolio growth.

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My Role - Borrower Outreach Specialist