Chenna Keshava Reddy Tippana

Hard working Senior process executive holds 5 years of experience in Banking & lending operation and investment banking process. Master’s Degree in Finance. Extensive experience with a variety of software programs like MS - Excel, MS - word and MS - power point. Good communicator and multitasker with a well-coordinated and thorough approach. Desiring a dynamic position with room for growth.

• Creating and sending Initial LE to the borrower
• Reviewing documents like Sales contract, Flood certificate and Mavent
• Updating fees in Initial LE as per loan amount and sales price
• Re-disclosing the changes which have been done in loan by sending re-disclosures to the borrower in the form of Loan estimate
• Creating and delivering the EOD production reports to the client
• Ensure all the changes have been made reviewed properly
• Successfully Achieved targets as per Client's Requirement

Initial Loan Estimate (LE):

Initial LE provides the estimated costs associated with the loan including: Loan amount, interest rate, Monthly

payment, closing cost, tax and other costs and basic loan information.

Re-disclosure (COC):

• After disclosing Initial LE, if there are any changes occurring in the loan, we will update the changes and send a new LE to the borrower.

Security Based Lending:

• Valuating shares for the pledge accounts.
• Verifying required forms to pledge the account like 9454, 1485 and 1487forms.
• Checking the account details if account is eligible to pledge
• Communicating with clients for missing or required documents.
• Verifying increase/decrease loan amount and add/remove the pledged account forms. Re-valuating the shares of existing/adding accounts
• Reviewing credit reports and AML documents

Pledge Security Mortgage :

Using pledge account as collateral the borrower pledges assets toward the mortgage loan

• Analyzing the value of the shares pledged account holds.
• Valuating the amount which will be added to the mortgage.

• Hard Working
• Problem Solving
• Attention to details
• Good Communication Skills