Shubham Kakra
Operations Specialist
Jaipur
Summary
Detail-oriented and results-driven professional with a proven track record in operations management, business development, and loan underwriting. Expertise in optimizing processes, enhancing operational efficiency, and managing client relationships across the financial and retail sectors. Adept at driving revenue growth, expanding retail operations, and implementing compliance guidelines for major financial institutions like Fannie Mae, Freddie Mac, and top US banks. Skilled in cross-functional team leadership, vendor management, and stakeholder engagement. Known for innovative problem-solving, risk management, and data-driven decision making. Strong background in training and mentoring teams, ensuring seamless communication and continuous process improvements.
Overview
7
7
years of professional experience
4
4
Certifications
Work History
Technical Operations Analyst
Rexera
11.2023 - 09.2024
- Conducted thorough underwriting analysis of loan files, ensuring compliance with Fannie Mae and Freddie Mac guidelines.
- Managed multiple client relationships, including Better Mortgage, Flyhomes, Right Star Mortgage, HMA, and Movement Mortgage, ensuring a seamless experience and high satisfaction.
- Performed comprehensive file reviews to identify discrepancies and mitigate risks, enhancing the quality of loan submissions.
- Acted as the primary point of contact for customer relationship management, maintaining clear and effective communication with clients and third-party vendors across the U.S.
- Collaborated with cross-functional teams to streamline processes and improve turnaround times, resulting in increased operational efficiency.
- Developed and maintained documentation for underwriting procedures, enhancing transparency and consistency within the team.
- Leveraged data analytics to assess loan performance metrics, providing actionable insights to stakeholders for process improvements.
- Implemented best practices in compliance and risk management, contributing to the overall integrity of loan operations.
Operations Analyst
Better Mortgage
08.2020 - 03.2022
- Conducted backend operations for loan applications, achieving KPIs for quality, efficiency, and turnaround times.
- Performed analysis and proofreading of financial and legal documents to ensure compliance.
- Resolved process bottlenecks and managed customer escalations through JIRA, facilitating cross-functional collaboration.
- Enhanced stakeholder management and communication using proprietary software.
- Provided technical training and support to new joiners and junior analysts, fostering skill development within the division.
- Collaborated with major U.S. financial institutions, including Fannie Mae, Freddie Mac, Ally, Citi Bank, and JP Morgan Chase.
- Conducted real-time gap analysis based on customer feedback to improve service delivery.
- Innovated existing processes and developed comprehensive workflows for the operations team as part of various pilot projects.
Business Development and Operations
Raymond
03.2018 - 08.2020
- Led the retail expansion of “The Raymond Shop” in Rajasthan and Punjab, successfully adding 22 stores and generating primary sales of ₹12 Cr and secondary sales of ₹18.5 Cr.
- Launched a record 9 stores in Rajasthan during FY 18-19, the highest in the state’s history.
- Identified and developed franchise partnerships, enhancing brand presence and market reach.
- Designed and executed local marketing initiatives using outdoor media and social media tools, driving customer engagement.
- Managed procurement and vendor relationships to negotiate favorable terms, ensuring optimal merchandise supply.
- Oversaw a team of 60+ employees across 22 stores, fostering a collaborative environment and enhancing team performance.
- Developed visual merchandising strategies to improve product visibility and enhance the customer shopping experience.
Education
MBA - Marketing, India
Birla Institute of Management And Technology
Greater Noida, India 04.2001 -
BBA -
St. Xavier's College
Jaipur, India 04.2001 -
Skills
- Operational Efficiency
- Financial Compliance
- Risk Assessment
- Data-Driven Decision Making
- Client Relationship Management (CRM)
- Cross-Functional Leadership
- Vendor Negotiation
- Team Leadership
- Business Development Strategy
- Problem Resolution
- Effective Communication
- Strategic Documentation
- Loan Underwriting
Certification
The fundamental of digital marketing by Google
Timeline
Technical Operations Analyst
Rexera
11.2023 - 09.2024
Microsoft Power bi
04-2022
Operations Analyst
Better Mortgage
08.2020 - 03.2022
Advanced Google analytics
04-2020
The fundamental of digital marketing by Google
03-2020
Google analytics for beginners
03-2020
Business Development and Operations
Raymond
03.2018 - 08.2020
MBA - Marketing, India
Birla Institute of Management And Technology
04.2001 -
BBA -
St. Xavier's College
04.2001 -
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