Hassan Khalid S
Chennai
Summary
Results-driven professional with over 3+ years of experience in commercial lending and US mortgage servicing. Skilled in financial statement spreading, loan documentation review, and financial reporting. Proven ability to deliver high-quality results, ensure compliance, and improve processes. Seeking to contribute my expertise to a dynamic organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Process Executive
Cognizant Technology Solutions India Pvt. Ltd.
10.2023 - 03.2025
- Loan Origination: Source and verify mortgage documents (e.g., Title Policy, Closing Disclosure) from LoanCare)
- Mortgage Maintenance: Migrated HSBC Canada accounts to RBC, handled mortgage renewals, payments, and PSC mortgage requests.
- Card Services: Processed requests for additional authorized users, credit limit changes, and removals via the CART application.
Financial Analyst – Commercial Lending
Accenture Solutions India Pvt. Ltd.
09.2021 - 10.2023
- Financial Spreading: Analyzed financial statements of private and public companies (10-K, 10-Q, MWL/CL, BFA), and prepared financial analysis reports in Salesforce.
- Audit Compliance: Reviewed and processed business financials based on audit methods (Qualified, Unqualified, Reviewed, Company-prepared, & Tax Returns).
- CCAR Reporting: Assisted in quarterly CCAR submissions by validating financial data and flagging discrepancies.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
Audit Assistant
N Naresh & Co – Chartered Accountants
10.2020 - 09.2021
- Prepared and filed monthly GST returns, managed invoicing, and verified KYC for company directors
- Maintained accurate financial records using Tally ERP
Education
PG-MBA - Financial Management
University of Madras
06.2023
B. Com - Commerce
The New College
06.2021
Skills
- Financial Analysis – Understanding of Financial statements of borrower
- Reporting – Creating clear and concise financial reports
- Attention to detail – Ability to observe and execute carefully
- Documentation review – Assessing the accuracy and compliance of documents
- Data entry Accuracy – Ensuring precise input of information
- Detail Orientation – Reviewing agreements and terms thoroughly
- Problem-Solving – Developing solutions for process improvement
Certification
Diploma in Computer Applications (DCA) – Tally ERP, MS Office.
Languages
- English
- Tamil
- Hindi
- Urdu
- Arabic
Disclaimer
I hereby declare that the information provided above is true to the best of my knowledge.
Timeline
Senior Process Executive
Cognizant Technology Solutions India Pvt. Ltd.
10.2023 - 03.2025
Financial Analyst – Commercial Lending
Accenture Solutions India Pvt. Ltd.
09.2021 - 10.2023
Audit Assistant
N Naresh & Co – Chartered Accountants
10.2020 - 09.2021
Diploma in Computer Applications (DCA) – Tally ERP, MS Office.
PG-MBA - Financial Management
University of Madras
B. Com - Commerce
The New College
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