Harshita Majhi

• Projects Undertaken:

o US Flagstar Bank – US Mortgage Process

o Microsoft – Global End Customer Investment Fund (ECIF) Program

• Led a team of 20+ associates, optimizing daily operations for global clients, improving process efficiency and ensuring 99% compliance with regulatory standards.
• Redesigned process workflows, reducing mortgage document review turnaround time by 25% while enhancing accuracy through Lean Six Sigma methodologies.
• Facilitated weekly client and stakeholder meetings to discuss KPIs, address escalations, and drive continuous process improvements.
• Developed and updated SOPs; conducted training sessions leading to improved audit scores and enhanced team productivity.
• Utilized Power BI dashboards to analyze performance metrics and provide actionable insights to senior management.

• Conducted comprehensive credit file analyses ensuring strict adherence to US mortgage guidelines, reducing documentation errors by 15%.
• Collaborated with underwriters to deliver precise creditworthiness reports supporting timely loan approvals.

• Managed end-to-end KYC and documentation processes for HNI clients, ensuring audit readiness and full regulatory compliance.
• Designed tailored wealth management strategies for HNI/NRI customers based on quantitative financial analyses.

• Oversaw portfolio and wealth management services for high-net-worth clients, increasing client retention rates by 10%.
• Directed client acquisition initiatives and ensured operational compliance within the banking business framework.