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

Process improvements

Process auditing

Data accuracy

Standard operating procedures

Compliance controls

Tracking document flow

Cultural Awareness

Dependable and Responsible

Teamwork and Collaboration

Planning and Coordination

MS Office

Active Listening

Flexible and Adaptable

Written Communication

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