Financial Analyst Resume

PROFESSIONAL EXPERIENCE:

Financial Analyst

Confidential

Monitor and process Service Tickets in timely manner.
Review, match and Process invoices after meeting the invoice requirements.
Research invoice discrepancies and monitor payment status of accounts.
Assign all Invoices to approvers and monitor workflows for delays. Follow up accordingly to prevent processing and payment delays.
Work on the vendor onboarding process and ensure all required documentation is obtained for accurate and timely vendor onboarding and follow up when needed.
Initiate all off cycle and non - automated payments (domestic and International wires and ACH).
Responsible for working on the service now ticketing system and Oracle financials to meet daily goals.
Consulting with upper management to influence long-term, strategic decision making
Interpret, implement and ensure compliance with University Administrative Guide policies and procedures.
Work with team members and manager to identify process and quality improvements.
Research/Investigation of any service issues
Run and post daily metrics

Credit Analyst (Loan Processor)

Confidential

Verification of Personal and Mortgage loans where all the customer documents including their KYC, Salary verification and all the Credit risk are assessed.
Verification of Insurance documents and the Land valuation documents for the Mortgage Loans
Validation of the Personal and Mortgage Loans in the AAPS
Creation of Personal Loans, Mortgage Loans and Commercial Loans
Maintenance of taking payments, calculation arrears and interest accrued for delinquent customers.
Calculation of Interest Rates on Personal, Mortgage and Commercial customers.
Checking the Commercial Application for the proper authorization regarding any maintenance done for Commercial Loans.
Addition, Edition and Deletion of Securities in HUB Application.
Maintenance on the FX (Foreign Exchange) Limits in TREATS.
Renewing the expired Insurance on the Mortgage and Commercial Loans
Buying of the default Insurance for the bank on behalf of customers.
Preparation of Facility Offer Letters on Mortgage and Commercial loans.
Preparation of Amendment to Facility Letters on Mortgage and Commercial loans.
Meeting the Production and Quality standards as per the business.

Sr. Reporting Analyst

Confidential

Developed and maintained relationships with clients. As Senior Report Analyst I was responsible for the end-to-end client support and verification process. The day-to-day roles and responsibilities included (but not limited to) the following:
Verification services to clients.
Initial screening of the customers.
Following up on the feedback of processed profiles for clients.
Following up on the Clients information and preparing of the reports accordingly.
Preparing and rolling Reports to the team like Daily, Weekly and Monthly stats.
Working on reports like Client Authorization Forms(CAF),Research Required Report,
Stop Check Repot, Branch Adds/Changes & MB financial Reports.
Reporting work like SL report, and Monthly report as dashboard on performance.

Team Member

Confidential

TECHNICAL SKILLS: