Gauresh Chavan
Mumbai
Summary
Motivated professional seeking a challenging position that offers opportunities for learning and contribution. Aims to utilize skills in a collaborative team environment to drive organizational growth while achieving personal job satisfaction and professional development.
Overview
7
7
years of professional experience
Work History
Senior Advisor
Willis Towers Watson
07.2023 - 09.2024
- Client Billing Management: Calculated and prepared billing receipts for clients, ensuring accuracy and timely delivery.
- Insurance Manual Development: Created comprehensive insurance manuals tailored to clients across various sectors, including marine, commercial, and corporate.
- Professional Communication: Drafted and maintained professional correspondence with clients, fostering strong relationships and ensuring clarity in communication.
- Task Tracking and Reporting: Monitored weekly task completion and reported progress to line manager, enhancing team accountability and productivity.
- Ad Hoc Support: Undertook additional responsibilities, such as data sorting and email inbox management, to streamline operations and improve team efficiency.
- Collaborative Teamwork: Allocated tasks to colleagues and supported team members in various projects, promoting a collaborative work environment.
Junior Underwriter
Situs AMC
11.2020 - 06.2023
- Working under compliance and processing loans as per guidelines and client specific requirements
- Adherence to quality and productivity to achieve target
- Working for various compliance deals as per requirement
- Scrutinizing various documents and checking borrower's information from such as 1003, 1008, AUS, Approvals, HUD, Note and Security Instrument
- Title Final/Preliminary, Deed of Trust, Credit Application, Paystub/W2, Bank Statement/VOD, Tax Returns, Gift, VVOE
- Checking various formats of Valuations like 1004, 2055, 1073, 2090, 1025, 2065, 2070, 2095, BPO, Desk Review
- Reviewing Credit Report, Credit Scores, FACTA Disclosures, Loan Mortgage Statements, REO/Non REO Liabilities of borrower information
- Checking closing documents Truth In Lending Initial/Final (TIL), Right to Cancel (RTC)
- Worked on HTI/DTI Ratios
- Quality checking for works done by (associates) and providing feedback to them
- Assisting analyst group by solving their queries and training new joiners
- Taking care of additional responsibilities like sharing updates, important announcements etc.
Relationship Manager
Axis Mutual Fund
08.2019 - 10.2020
- One Point of contact for HNI Investors
- Providing Product Knowledge to investors
- Handling portfolios of assigned clients and maintaining portfolios simultaneously.
Associate
Atos Syntel
03.2018 - 07.2019
- UK Trade Process operations of a transfer Agency (IFDS)
- Providing numerous services which includes Registration, Deal Booking, Reconciliation and Settlement, Manual Payment, Money movement service and customer service
- Prepare and manage entire event deadline with client.
Education
B.com (B.A.F) -
Anna Leela College
Kurla04.2017
Skills
- Analytical Skills
- Communication Skills
- Organizational Skills
- Quick Learner
- Interpersonal Skills
- Regulatory Knowledge
Accomplishments
- Maintained Quality & Productivity of 99% throughout the year at Situs AMC
- Achieved an Appraisal of 20% as my overall rating was 4.5% at Situs AMC
- Quickly learned the process and achieved the target resulting in a Fastrack promotion within 9 months at Atos Syntel
Languages
English
Hindi
Marathi
Konkani
Projects
Habitat for Humanity — NGO for Sanitation
Volunteered for 3 months to this Organization
B James & Co. — Junior Accountant
Timeline
Senior Advisor
Willis Towers Watson
07.2023 - 09.2024
Junior Underwriter
Situs AMC
11.2020 - 06.2023
Relationship Manager
Axis Mutual Fund
08.2019 - 10.2020
Associate
Atos Syntel
03.2018 - 07.2019
B.com (B.A.F) -
Anna Leela College
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