Alex Bernard
Bengaluru, Karnataka
Summary
Analytical and detail‑oriented Senior Analyst with over 5 years of experience in real estate, finance, and mortgage operations. Expertise in homeowners association management, mortgage underwriting support, and team leadership. Demonstrated success in process improvements and workflow mapping, leading to efficient transitions of new operations. Maintains operational accuracy while enhancing client satisfaction and stakeholder engagement.
Overview
5
5
years of professional experience
Work History
Senior Analyst - Real Estate & Financial Operation
Pretium Enterprise Operations
Bengaluru
03.2022 - Current
- Accounting:
Reviewed financial statements and verified assessment types for accuracy.
Checked tenant credit balances and coordinated payment setups with coding team.
Ensured accuracy of invoices and ledger entries, including vendor invoices and credit notes. - Code Violations:
Issued violation notices and communicated with tenants regarding compliance.
Resolved tenant complaints and queries via email, ensuring timely resolution.
Coordinated appeals and disputes with HOA to maintain compliance and customer satisfaction through emails & calls - Rental Leasing Registrations:
Verified lease documents for new, renewal, and initial cases to ensure compliance.
Notified HOA of property occupancy and confirmed registration fee payments. - Leadership:
Assigned daily work, set productivity goals, and monitored team performance to maintain turnaround time (TAT).
Trained new hires through on-the-job training (OJT) and ramp-up plans.
Resolved team queries and supported production delivery to ensure smooth operations.
Mortgage Operations Analyst
Avanze Technologies India Pvt. Ltd.
Bengaluru
01.2021 - 02.2022
- Reviewed and analyzed borrower documentation to evaluate income and repayment capacity for complex cases, ensuring accurate risk assessment.
- Conducted asset analysis, enabling underwriters to meet conditions for closing escrow in a timely manner.
- Verified asset documentation, including bank statements and retirement accounts, to ensure compliance with underwriting standards and regulatory requirements.
- Reviewed large deposits, requested supporting proof, and ensured adherence to loan guidelines.
- Ensured all asset-related documents complied with underwriting standards and regulatory requirements.
Education
MBA - Operations & Suplly Chain Managament
St. Joseph's College - PONDICHERRY UNIVERSITY
Bengaluru, Karnataka 09-2025
Bachelors in Commerce - Accounting And Finance
Baldwins Methodist College
Bengaluru, Karnataka 05-2020
Skills
- Financial analysis
- Regulatory compliance
- Performance monitoring
- Process improvement
- Client management
- Team leadership
- Analytical problem-solving
- Customer communication
Accomplishments
Awarded the HOA Bravo Award (Q2 2025).
Timeline
Senior Analyst - Real Estate & Financial Operation
Pretium Enterprise Operations
03.2022 - Current
Mortgage Operations Analyst
Avanze Technologies India Pvt. Ltd.
01.2021 - 02.2022
MBA - Operations & Suplly Chain Managament
St. Joseph's College - PONDICHERRY UNIVERSITY
Bachelors in Commerce - Accounting And Finance
Baldwins Methodist College