Summary
Overview
Work History
Education
Skills
Attributes
Personal Information
Timeline
Catherine Sagrika

Catherine Sagrika

Bangalore

Summary

A professional with 5 years of experience into taxation and payroll and 2 year experience into banking as pre Assessment officer customer support team and 7 months into Credit Assessment.

Eager to put all my skills, values, and work as a team to the best possible use in a leading firm which will allow me to learn and develop. Drive customer loyalty through increased productivity, improved value and through a high-performance culture.


Area of Experience:

· Direct Taxation

· Banking – Home loans Assessment

· Assessing the Home loan applications

· Customer Support

· Payroll, Monthly withholding tax estimation, Form 16&12BA, TEQ etc.

· Recording the Assets and Liabilities

· Ensuring timely and accurate payments

· Quality Check

· Compliance

· Document Verification (Based on the type of application).

· PowerPoint presentation

· Training

· Arrange meetings and business events

· Timely communication with the submitters/lenders/customers via email.

Overview

6051
6051
years of post-secondary education

Work History

Credit Assessment Officer (Home Loans)

ANZ
  • Process/verify Home Loan applications and take decisions based on the applications submitted
  • Decisions taken such as approval or declining a loan application based on the servicing capacity
  • Analysis of Income Verification, Validation of Other Financial Institution Documents for Debt
  • Analysis of the Assets and Liabilities of the customer to understand the servicing towards a Home Loan application that is submitted Analyzing various Income documents such as payslips and Individual Tax Return Perform compliance checks in regulation with ANZ policies & procedures
  • Contact (Voice call /E-mail) Broker/Mobile Lenders to obtain additional information when required
  • Proficient in use of ANZ core Systems including CAP/RLS/RLM/OCV
  • Ensuring the documents submitted are meeting then Banking regulations
  • Continually update regulatory and banking Knowledge through training and upskilling
  • Supported quality team with workshop for whole Pre-Assessment team
  • Document Verification (Based on the type of application)
  • Worked on different projects
  • Quality check for the work done by the trainees and provided timely feedback Quality check on emails sent
  • Ensured that data is captured right as per the project requirements
  • Attended Regular feedback calls and provided necessary feedbacks to improve system accuracy
  • Supported the project team in collating data on daily basis
  • Team Management Participated in the batch for SLT by performing dry run for different complex buckets and provided feedbacks to increase the efficiency in the checks at Pre-Assessment.

Senior Analyst

PricewaterhouseCoopers (PwC)
  • Preparation of tax return
  • Had worked on tax compliance services such as withholding tax estimation, Form 16&12BA, TEQ etc., To manage assigned set of engagements
  • Prepared advance tax Computations and was involved in analysis of payroll
  • Had worked on multiple clients and analyzed the pay slips of different countries for further compliance process
  • Proper documentation of client records both in manual and soft copies Ensure timely communication of information requests, sending draft reports to clients before the deadline
  • Learn to be involved and seek exposure to various tax compliances, queries, and consulting projects
  • Conducted research on technical topics/clients
  • Assisted senior team members in conducting background research for technical trainings/target clients/pursuits Payroll process

Education

M.B.A, First Class -

St. Joseph Pondicherry University
2021
  • Class: First Class
  • Percentage: 61%

B. Com, First Class -

Kristu Jayanti College, Bangalore
2016
  • Class: First Class
  • Percentage: 70%

Pre-University (Commerce), First Class -

St. Joseph Indian Composite PUC, Bangalore
2013
  • Class: First Class
  • Percentage: 75%

Skills

Proficient in MS Office (ie, Microsoft Word, Excel, and PowerPoint), G-suite, Google Sheets and Docs

Attributes

  • Ability to take up new challenges.
  • Ability to work with team.
  • Good verbal and written communication.
  • Adaptable and willing to learn.
  • Ability to multi task and prioritize tasks
  • Well-developed organizational skills

Personal Information

Date of Birth: 07/27/95

Timeline

Credit Assessment Officer (Home Loans) - ANZ
Senior Analyst - PricewaterhouseCoopers (PwC)
St. Joseph Pondicherry University - M.B.A, First Class,
Kristu Jayanti College, Bangalore - B. Com, First Class,
St. Joseph Indian Composite PUC, Bangalore - Pre-University (Commerce), First Class,

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Catherine Sagrika