Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

KAVYA SHREE T

Associate Financial Analyst
Bangalore,India
KAVYA SHREE T

Summary

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant.

Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
years of professional experience
7
years of post-secondary education
4
Languages

Work History

Wells Fargo
Bangalore, India

Loan Documentation Specialist
11.2020 - Current

Job overview

  • Processing Mortgage Loan processes to the company’s clients
  • Monitored due dates and deadlines and worked to submit all documents on time or early.
  • Carefully reviewed all documents and reports for completeness and accuracy.
  • Evaluated current document processes, suggested methods for change and implemented successful improvements.
  • Complied with safety regulations as outlined in organizational procedures to minimize issues.
  • Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.

Education

RJS First Grade College
Koramangala

M.com from Accounting And Taxation
05.2017 - 06.2019

University Overview

GPA: 7.26

  • Awarded [State Level Throw Ball]

Vijaya College
Jayanagar

B.com from Accounting And Taxation
04.2014 - 05.2017

University Overview

GPA: 7.11

  • Awarded [Best NSS Voluntier]

Krupanidhi College
Koramangala

PUC from CEBA
05.2013 - 07.2014

University Overview

GPA: 80%

Gangamma Hombegowda Girls High School
Wilson Garden

SSLC
03.2011 - 04.2012

University Overview

GPA: 65%

Skills

    Quality Management

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Accomplishments

Accomplishments
  • Had been awarded as Best NSS volunteer
  • Participated in central government program as the 'Swachh Vidyarthi’ through AKSHAYA PATRA Foundation
  • Participated inter collegiate Management and Cultural fest.

Timeline

Loan Documentation Specialist
Wells Fargo
11.2020 - Current
RJS First Grade College
M.com from Accounting And Taxation
05.2017 - 06.2019
Vijaya College
B.com from Accounting And Taxation
04.2014 - 05.2017
Krupanidhi College
PUC from CEBA
05.2013 - 07.2014
Gangamma Hombegowda Girls High School
SSLC
03.2011 - 04.2012
KAVYA SHREE TAssociate Financial Analyst