Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Address
Timeline
Generic

Avinash M

Bangalore

Summary

Having 5.6 years of Experience in Financial institutes, Aspiring for a challenging position with a long-term commitment in your organization to leverage and enhance my skills, So that it can contribute to the growth and development of the organization .

Overview

7
7
years of professional experience

Work History

Transaction Specialist at Empower

Empower
Bangalore
10.2021 - Current
  • Analyze customer data to identify potential fraud patterns and trends, and collaborate with internal teams to build cases, develop fraud prevention strategies, and also close customer accounts. Maintain continuity in the event of escalation.
  • Reviewed Roll-over, Roth IRAs, and 401k plans to ensure they are qualified under IRS and plan guidelines and regulations.
  • Created accounts and provided assistance with online accounts to review current balances, payroll deferral changes, beneficiary and investment elections, make changes to contributions, and other account inquiries. Worked as a Plan Administrator for 401k plans, resolving client issues with their accounts, which also involves maintenance of participant accounts for 401k, PNP, INST, INO3, INO4, and ISO4 that includes Defined Contributions and Defined Benefits.
  • Investigate the detailed records of clients and transfer the funds and balances from erroneous accounts to accurate accounts.
  • Helped the clients develop investment profiles by addressing concerns related to risk and time horizons, and collaborated with the third-party administrator to resolve escalated inquiries.
  • Handling high-profile clients before enrolling them by doing IGO, NIGO, KYC.
  • Processed complex, accurate investments/funds and researched inquiries.
  • Utilized SR skills to provide service to clients on investment portfolios.
  • Worked together with business partners to find solutions for specific concerns that may not permit the client to access their accounts, updated and confirmed account permissions on client trust, retirement.
  • Updating participants' bank details for future withdrawals by verifying client/customer documents, conducting KYC screening on clients' profiles using their bank data and third-party data.

Senior Process Executive

Infests BPM india privet limited
Bangalore
12.2017 - 09.2021
  • Pre-Foreclosure Audit: Live queue, responsible for doing auditing for all 31 endorsements before loans go for Foreclosure.
  • Foreclosure QC: Responsible for quality control on presale and post-sale checklist, SCRA, FC, and FC Doc verification, financial breakdown.
  • Mortgage underwriting, document review, final modification, and execution.
  • Preparing daily workflow for staff and coordinating the daily allocation of work.
  • Providing floor support and clearing all questions on the floor.
  • Sharing new scenarios in a huddle and ensuring the entire team is aware of the new updates.
  • Taking up special projects received from clients and completing them within the timelines.

Education

B.COM -

G H N Collage of Gagavathi (B.COM)
Gangavathi
04-2012

PUC - Accounting And Finance

Govt PU College
Kampli
03-2009

SSLC -

Smt. O.J.G High School
Kampli
03-2007

Skills

  • MS Office, MS Excel, Word proficiency
  • PowerPoint
  • Microsoft Outlook Expertise
  • Auditing proficiency
  • Customer service support
  • Transaction monitoring
  • Ability to prioritize, manage multiple tasks, and meet deadlines
  • Effective oral and written communication skills, with strong interpersonal skills
  • Ability to work independently or on a team, ability to work in a real-time environment under pressure, as well as strong knowledge of related environments
  • Accountability, initiative, and a high level of ownership
  • Excellent judgment and discretion, as well as the ability to identify and escalate problems within established standards

Personal Information

Date of Birth: 25/03/1992

Languages

kannada
First Language
Hindi
Beginner (A1)
A1
English
Proficient (C2)
C2
Telugu
Proficient (C2)
C2

Address

No.115 Kadam nilaya , AYR layout , 8th cross ,jalahalli west ,shettihalli banglore- 560015

Timeline

Transaction Specialist at Empower

Empower
10.2021 - Current

Senior Process Executive

Infests BPM india privet limited
12.2017 - 09.2021

B.COM -

G H N Collage of Gagavathi (B.COM)

PUC - Accounting And Finance

Govt PU College

SSLC -

Smt. O.J.G High School

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Avinash M