Hrishikesh Pokale

• Project Details
• Working with One of the growing mortgage Industry in USA for Home loans and Service Related to Home Loans
• Key Responsibilities:
• Handling Of Clint Requests for locking the loan for them Home is safeguarding Market price as per Market movements and Market conditions
• Providing Financial Services Related to Mortgage, taxes Escrow and Insurance
• Maintaining of Financial details and Data of clients in various spreadsheets and files
• Calculating overall loan amount, interest & Monthly payments
• Provide details report to the management
• Working on emails for client’s query and Business from client
• Learning various aspects of Mortgage industry
• Handled Client query over by calls and email
• Weekly reporting of clients Data and Loans fundings
• Working with management to get the loan close
• Resolved accounts Related queries from client’s and management

• Working with Project Related to UK Financial Market With St James Place Company (SJP) for Product (Individual Saving Scheme (ISA) & Unit Trust Funds (UTF)

Role & Responsibilities: -

• Handling and managing Team of 15 employees
• Placing the Deal & Withdrawals of payment For Client as Per Client requirement and as previous client instruction and as per mention dates on Forms on Valuation Points with T+ 3 settlement period
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Maintaining of client Account and setting up various Facility into client account to avail client various benefits like Regular withdrawals Automated Funds transfer facility, Distribution of Payment etc.
• Monitored fund and equity investments, including inflows and outflows, Weekly and Monthly Reporting and Financial Data handling.
• Reviewed financial reports and streamlined operations to increase productivity and company profits.

Achievement: Awarded two times as a Syntel Champ for best Work and Promoted as Associate

Responsibilities:

• Handling audit of Two major banks.
• Weekly and Monthly reporting to the management regarding the audit report.
• Performed auditing work in accordance with rigorous auditing standards and principles.
• Assessed financial statements, Records, Cash Flow, Letter of Credit and Bank Guarantee.
• Completed audits in accordance with regulations and procedures.
• Reviewed general ledger transactions to identify errors or irregular entries.

• Learnt about claim management, premium calculation, promotion of insurance policies, industry trends, investment basics etc.
• Checked documentation for accuracy and validity on updated systems.
• Verified client information by analyzing existing evidence on file.