Abhishek Arya
New Delhi,DL
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
6
6
years of professional experience
Work History
Analyst - Business Fulfillment
National Australia Bank
09.2022 - Current
- Proficient in delivering end-to-end business fulfillment processes via different applications to ensure seamless customer experiences.
- Collaborated with bankers and CLS to gather customer documents which helps us in doc analysis.
- Improved process knowledge amongst colleagues via calibration sessions to get better understanding on various scenarios.
- Strong understanding of NAB's product offerings in DIGI DOCS including Business loans, Home loans, Cards, Overdraft etc.
- Ability to troubleshoot issues and address banker/CLS inquiries regarding various docs that gets generated i.e GSA, Mortgage , G&I etc. in a timely and professional manner.
- Managed AOM planning for team productivity and utilization with day-to-day control checks and variances if any.
- Publishing day-to-day reports for team productivity and utilization.
- Got cross-skilled in Consumer Fulfillment - Broker Doc Prep which involves loan documentation for mortgage brokers in compliance with NAB's policies, procedures and regulatory requirements.
- Got Cross-skilled in DIGI DOCS CHASE which assists in performing quality checks on the applications and having the authority to re-generate documents whenever required.
- Liaising with banker/CLS and helping them to achieve urgent settlements/managing escalations.
Post-Closing Analyst
04.2020 - 05.2022
- Associated with one of the fastest growing mortgage company
- Responsible for Funding of the loans to the clients after clearing all the compliance checks as per TRID Guidelines
- Responsible for delivering loans to various investors adhering to investor requirements
- Delivering of data to investors adhering to compliance with US agencies such as Freddie Mac and Fannie Mae guidelines
- Providing customized document delivery to various servicers and third parties
- Perform post funding pre-delivery audit of loan files to ensure compliance with internal policies, investor requirements and agency guidelines
- Responsible for escalating any issues or violation within internal teams and follow up on them
- Provide constructive feedback on the escalations received
- Reviewing documents like Closing disclosure, 1003, 1008, Tax Transcripts, Note etc
- Reviewing DTI, LTV for the risk associated with the loan file.
Personal Banker
BMTG Advisors India Pvt Ltd
05.2019 - 12.2019
- Focussing on the consultative sales process to proactively identify and meet the financial needs of customers or prospects
- Maintaining focus on acquiring new customer accounts and/or deepening existing customer relationships through a variety of activities and consulting
- Responsible for processing transactions as well as working as a member of the management staff
- Consultative sales process and financial needs assessment to build a thorough customer profile and identify short and long term financial needs
- Maintaining a position of trust and responsibility by keeping all business confidential
- Maintaining an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions using value proposition, maintaining records, reports, and procedures
- Utilizing marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
- Establishing close working relationships with assigned business partners (mortgage, business banking officers and investment executives), referring customers when appropriate to provide timely financial solutions.
Summer Internship
Powergrid Corporation of India Limited
05.2018 - 06.2018
- Worked in Powergrid Corporation of India Limited
- Understanding for Fund raising methods of the corporation for its subsidiaries
- Responsible to create loan amortization table and analysing MCLR rates variation on daily basis
- Appreciated by Finance head for assisting department throughout my internship.
Education
M.B.A. (Finance) -
IILM Institute For Business And Management, IILM University
2019
Under Graduate Degree -
Moti Lal Nehru College, University of Delhi
2016
Class XII -
Suraj Bhan DAV Public School, CBSE
2013
Class X -
Suraj Bhan DAV Public School, CBSE
2011
Skills
- Team Collaboration and Leadership
- Analytical Thinking
- Documentation And Reporting
- Excel proficiency
- Report Preparation
- Strategic Planning
- Multiple Priorities Management
- Process enhancement
- Fluent Communication
Languages
English
Hindi
Hobbies and Interests
- Music
- Travelling
Timeline
Analyst - Business Fulfillment
National Australia Bank
09.2022 - Current
Post-Closing Analyst
04.2020 - 05.2022
Personal Banker
BMTG Advisors India Pvt Ltd
05.2019 - 12.2019
Summer Internship
Powergrid Corporation of India Limited
05.2018 - 06.2018
M.B.A. (Finance) -
IILM Institute For Business And Management, IILM University
Under Graduate Degree -
Moti Lal Nehru College, University of Delhi
Class XII -
Suraj Bhan DAV Public School, CBSE
Class X -
Suraj Bhan DAV Public School, CBSE
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