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Operations Analyst Resume

San Jose, CA


  • Experience working into customer facing role in small and large financial institutions dealing in Banking, Insurance, Capital Markets and Real Estate Finance.
  • Extensive experience in interacting with Customers, Subject Matter Experts and Project Managers by gathering Business Requirements across multiple business process areas.
  • Hands on experience with Google Suite and Microsoft Office Applications.
  • Well Versed in Project Management tools like MS - Project for status reporting and project planning.
  • Well versed in Change Management, Gap Analysis and problem solving to check teh compatibility of teh work flow structure.
  • Good understanding of SQL and HTML languages.


Business Modeling: Business Analysis, Cost-Benefit Analysis, Risk Assessment, SWOT Analysis

Financial Modeling: Accounting, Auditing, Financial Reporting and Analysis, Budgeting & forecasting

CRM Tools: Ellie Mae, Optimum Blue, KnackHQ, Docmagic, Mers, Genius, Tally

ERP Tools: SharePoint, Jira, QuickBooks, Plan View, Radius, MS Dynamics, Salesforce, Tableau, Certna

Microsoft Office Suite: MS Office Excel(Pivot table, Vlookup), PowerPoint, Word, Outlook; MS Visio; MS Project, MS Dynamics

Google Suite- Google: Docs, Drive, Sheets, Slides, Forms, LucidChart

Supporting Disciplines: Customer RetentionBusiness DevelopmentAccount ManagementStrategic Marketing & CampaignsRecords ManagementTime ManagementLeadershipManagement ConsultingGAAP KnowledgeOperations ManagementMarket ResearchBusiness Solutions

Additional skills: Interpersonal skills, ability to multiple task, rapid decision-making, Strong organizational skills and Excellent oral and written communications skills.


Confidential, San Jose, CA

Operations Analyst


  • Responsible for serving SPL, Inc Clients across Santa Clara, Monterey and Santa Cruz Counties.
  • Supervise Document Recording, Quality Control, Client Management and Inventory Management.
  • Responsible for executing a streamlined process for teh E-Recording of Title Documents.
  • Responsible for Customer Success by serving their needs including problem solving, communications, support and training throughout teh E-Recording Life Cycle, and maintaining Client Relationships.
  • Collaborate with Operations Manager to ensure procedures are current and documented.
  • Maintain records retention and disposal schedules in compliance with records management guidelines.
  • Exclusively responsible for managing recording process for Chicago Title and Fidelity National Title Company.
  • Go-to person for resolving document rejections which involve detailed root cause analysis, communication and coordination with customer for timely resolution of discrepancies.
  • Organise and Manage large set of data for daily recording and reporting.
  • Analyse Title documents including insurance policies, loan documents, corporate contracts and other legal documents
  • Handle various documents - deeds, mortgages, mortgage satisfactions, land contracts, rights-of-way, leases, tax rolls, tax satisfactions, releases of judgement, or any other instrument affecting teh title to real property as to necessary dates, signatures, acnoledgments, certificates, legal description, etc.
  • Assist departments with teh development of new document categories and fields for storage.
  • Assist with client inquiries and onboarding as necessary on daily basis.
  • Complete transactions such as new account setup, account maintenance, account closures, new account requests, research, troubleshooting, etc
  • Maintain SPL, Inc. dashboard for daily releases and holds from different title companies.
  • Participate in team meetings and planning to achieve department and individual goals.
  • Constantly improving workflow to build positive relationships with internal and external clients.
  • Generate daily transactions report and Recording status reports using spreads.
  • Use Pivot Table to organise teh records and separate unrecorded order numbers from teh recorded.
  • Established new document tracking and management reporting system to improve availability and accuracy of recordings.
  • Provide support to Records Management team to determine departmental needs and backup as required.
  • Work on special projects, as assigned. Compile reports on various aspects of changes in inventory.

Confidential, CA

Mortgage Finance Consultant Milpitas


  • Implement and evolve high impact strategies for cross-selling mortgage products to existing clients and to target new business opportunities and market.
  • Establishes standards for measuring performance against process requirements.
  • Attend daily stand ups, Drafted meeting agendas, supplied meeting materials, executed follow ups for meetings and team conferences.
  • Analyzing borrower’s detailed financial and credit data to match their requirements to an appropriate loan program and level of risk.
  • Communicate with clients and loan processors to obtain all requisite loan documentation required in teh loan application submission.
  • Prepare, review and ensure teh timely delivery of complete loan disclosures to clients in accordance with all governmental and investor requirements.
  • Work alongside with Loan Originator, Underwriter and funding manager to ensure loan closing in timely manner.
  • Keeping clients updated with product and pricing information.
  • Analyze credit score, provide loan quotes, home value and LTV Ratio to clients, Used online tools like FastWeb and Optimum Blue
  • Keeping track of house listings on Zillow, RedFin and MLS listing.
  • Outlined revised electronic Pipeline Management System using Ellie Mae’s Encompass360 to improve teh efficiency in creating duplication of client files and datas.
  • Interacting with outsourcing teams on post closing issues and providing them with all teh necessary documents and details for timely deliverables.
  • Review preliminary title reports and coordinate teh clearing of title issues related to closing; ensure lien position is secure.
  • Assists in teh initial underwriting of home loans by obtaining and reviewing financial statements, credit bureau reports, business reports, legal searches, internal credit and depository histories.
  • Performed gap analysis to introduce new tool Knack HQ to teh existing system.
  • Coordinate with in-house experts or contacted outside legal counsel on technical transactions.
  • Generated daily sales reports, activity reports and revenue forecast in MERS and updated teh same in Ellie Mae.
  • Constructed Requirement Traceability Matrix (RTM) using MS Excel to monitor compliance of loan processing and to handle Change Requests efficiently.
  • Served as a liaison between client and funding department, while managing and keep track of loan process.
  • Contributed to 25 loans per month for new mortgage finance and 20 loans per month for refinance sale amounts ranging from US $300K - $2 million.


Wealth Management


  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Managing teh customer leads and following up on customer enquiries in timely manner.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Perform detail analysis of clients’ financial information to determine plans best suited to meeting individual clients' requirements.
  • Review clients' accounts and plans regularly to determine whether financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Recruit and maintain client bases.
  • Explain to clients teh personal financial advisor's responsibilities and teh types of services to be provided.
  • Present appropriate investment opportunities to clients for their future financial securities and investments.
  • Guide clients in teh gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Monitor financial market trends to ensure dat client plans are responsive.
  • Build and execute strategies for clients to accumulate, preserve, and switch funds between equity and debt markets,
  • Keep track of client’s investments using Portfolio Flow tracker and Performance Tracker.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • Devise debt liquidation plans dat include payoff priorities and timelines.
  • In order to meet teh team’s Q4 sales target of INR 8 million (US $ 120K) I exceeded personal sales target by achieving sales of INR 1.2 million (US $18K).




  • Perform internal audit, financial accounting, tax preparations, reporting and forecasting in compliance with GAAP.
  • Prepare financial documents, financial reports and statements such as P&L accounts, balance sheet, cash flow statement.
  • Assist with audit preparation and end of year closing.
  • Analyze wide range of financial documents to find discrepancies.
  • Perform balance sheet reconciliation, as well as accounts payable and receivable.
  • Compose and input journal entries into Tally and QuickBooks software.
  • Provide clerical support to accounting staff by maintaining clients records in Workbook.

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