Disha Poojari

• Created billing drafts, reviewed them, obtained approvals, and ensured compliance with client guidelines.
• Analyzed unbilled items, and coordinated resolutions for outstanding issues.
• Maintained billing and invoice delivery guideline information for assigned clients.
• Managed miscellaneous projects and duties assigned by management.
• Provided solutions to client invoice-related problems.
• Handle customer complaints, and resolve billing discrepancies.
• Collaborated with cross-functional departments to ensure billing accuracy.
• Prepared and presented analytical reports to management.

Key skills

• Billing & Invoice Management
• Analytical and reporting skills.
• Client Relationship Management.
• Problem-Solving and Resolution
• Cross Department Collaboration.
• Customer Complaining Handling.
• Deadline and Time Management.
• Proactive Responsibility and Teamwork.

• Collaborate with cross-functional teams to ensure timely and accurate recording of financial transactions.
• Worked on the financial software like Prisma and Freewheel ensuring a seamless transition and successful implementation.
• Develop and maintain strong relationships with internal and external stakeholders, including clients, auditors, and other teams. Assist in the monthly, quarterly, and annual financial reports.
• Worked with clients to resolve issues related to financial transactions and ensure compliance with accounting policies and procedures.
• Assisted in the development and implementation of process improvements to streamline Record to Report process.
• Assist in internal and external audits b providing billing documentation and explanations as needed. Review the Invoices generated for accuracy and completeness

• Consistently ensured compliance with regulatory requirements and maintained a high level of client satisfaction through effective communication and issue resolution.
• Collaborated with various departments to resolve balancing issues and manage invoices and bills. Prioritize exceptional client service to enhance the overall borrower experience and maintain strong client relationships.
• Assist in the origination process, including pre-qualification, application processing, and underwriting, ensuring compliance with lending guidelines and regulations. Managed end to end process including invoicing, payment collection and reconciliation.
• Employ fraud detection techniques to identify and prevent mortgage fraud, protecting the institution from potential losses.
• Worked on closed loans and provided the updated documents to the client before the deadline
• Perform functions related to risk and quality control including; entitlements and account reviews.