Bhargavi Pithani
Hyderabad
Summary
Operations professional with 7.8 years of experience in analytics-driven projects. Proven track record in enhancing workflows and improving problem-solving capabilities. Expertise in data analysis and decision-making processes to drive operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Commercial Loan Specialist | Individual Contributor
Wells Fargo
Hyderabad
07.2023 - Current
- Spearheaded data-driven process improvement initiatives in commercial loan operations, enhancing quality and turnaround time.
- Developed interactive Excel dashboards utilizing advanced functions for clear visualization of team quality and process status.
- Delivered presentation-ready reports for weekly and monthly reviews, bolstering stakeholder understanding for informed decision-making.
- Conducted ongoing error trend analysis, maintaining a centralized error report to reduce redundant discussions.
- Circulated EOD reports tracking inventory inflow and escalating key issues for proactive stakeholder communication.
Senior Financial Analyst
Wells Fargo
Bangalore
07.2020 - 07.2023
- Established team-wide SOP to address recurring issues, enhancing knowledge consistency.
- Initiated ERROR DESCRIPTION project, standardizing error classification in official documentation.
- Mentored new peers on process flows and quality expectations for efficient onboarding.
- Conducted quality control checks on production team to ensure adherence to standards.
- Developed checklists for production team to streamline workflows and accountability.
- Managed inventory and workload assignments across various projects for effective resource allocation.
Associate Processor
Mphasis Ltd.
Bangalore
04.2019 - 04.2020
- Executed quality checks as an underwriter and vendor quality review specialist for residential mortgage loans.
- Reviewed 4Cs, insurance, tax verification, flood zone data, and appraisals to ensure loan accuracy.
- Generated hourly AHT reports and performance metrics to monitor team effectiveness.
- Resolved data discrepancies by applying 'Fix n Go' solutions for internal information correction.
- Compiled final quality checklists to maintain compliance standards.
- Developed dashboard views for team status, end-of-day reports, and error analysis.
Process Executive
Infosys BPM Ltd
Bangalore
10.2017 - 04.2019
- Processed correspondent loan mortgage setups and verified documents for loan origination.
- Conducted thorough verification of borrower information, employment, income, and creditworthiness for FHA, VA, and conventional loans.
- Indexed documents and flagged missing items in loan packages for timely escalation.
- Delivered hourly performance tracking while ensuring compliance with team standards.
- Consolidated reports and maintained production and assignment sheets for efficient workflow.
Education
B.Com - Computers
Aditya Degree College
Rajahmundry01-2017
Intermediate - MEC
Narayana College
Rajahmundry01-2014
S.S.C - Board of Secondary Education
Ravindra Bharathi School
Rajahmundry01-2012
Skills
- MS Excel and Power BI dashboard
- Data visualization and reporting
- Process analytics and dashboarding
- Root cause analysis
- SOP development
- Workflow management
- Team mentoring
- Performance monitoring
Certification
- T-100 certification
- Microsoft Data Visualization and Reports in Power BI Online Workshop
- HP-Workshops on Data Analytics, Inventory Management, Design Thinking
Languages
Telugu
First Language
English
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1
Key Deliverables
- Excel dashboard on team requirements
- Inventory inflow reports and escalation tracking
- Excel dashboards for quality and performance tracking
- EOD and hourly production reports
Accomplishments
- SPOT awards for highest production in the team - twice
- Certificate of Appreciation for 100% quality
- Wells Fargo Champion Award
- Innovation project: 'Error description' integrated into the official process
Personal Information
- Date of birth: 03/05/97
- Nationality: Indian
Disclaimer
I hereby declare that the information provided above is correct to the best of my knowledge, and I bear responsibility for its accuracy
Timeline
Lead Commercial Loan Specialist | Individual Contributor
Wells Fargo
07.2023 - Current
Senior Financial Analyst
Wells Fargo
07.2020 - 07.2023
Associate Processor
Mphasis Ltd.
04.2019 - 04.2020
Process Executive
Infosys BPM Ltd
10.2017 - 04.2019
B.Com - Computers
Aditya Degree College
Intermediate - MEC
Narayana College
S.S.C - Board of Secondary Education
Ravindra Bharathi School
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