Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Mansi Panthri

Bangalore,UT

Summary

Experienced financial services professional with over 7 years of expertise in portfolio management, regulatory compliance, risk management, and MIS reporting. Proficient in SQL for data queries and analytics to support risk and compliance functions. Skilled in regulatory assessments, risk mitigation, gap analysis, control implementation, and reporting. Known for strong collaboration with technology and risk teams to enhance compliance and operational efficiency.

Overview

7
7
years of professional experience

Work History

Lead, Commercial Banking Portfolio & Risk Management

Wells Fargo
04.2024 - Current
  • Lead portfolio and risk management operations ensuring regulatory compliance and risk mitigation.
  • Implement process improvements and risk controls to enhance portfolio quality and reduce compliance gaps by 18%.
  • Collaborate with risk, compliance, and technology teams to ensure adherence to regulatory requirements.
  • Use SQL and MIS reporting to analyze data and identify potential risk areas for mitigation.

Senior Commercial Valuations Coordinator

Wells Fargo
04.2021 - 04.2024
  • Coordinated valuation activities with focus on regulatory compliance and internal risk controls.
  • Worked closely with risk management, compliance, and technology teams to identify risk exposures and improve valuation processes.
  • Extracted and analyzed data using SQL and prepared MIS reports for audits and regulatory compliance.
  • Monitored remediation efforts for gaps identified during valuation and compliance reviews.
  • Supported the enforcement of risk controls and contributed to process enhancements promoting regulatory adherence and operational accuracy.
  • Fostered active communication across cross-functional teams to maintain transparency and accountability in valuation risk management.

Analyst

Wells Fargo
08.2018 - 01.2021
  • Supported risk and compliance initiatives by gathering and analyzing requirements, conducting risk assessments, and facilitating control testing.
  • Used SQL for data extraction and compliance reporting.
  • Maintained audit readiness by collaborating with stakeholders and tracking remediation activities.
  • Played a key role in improving risk controls and operational efficiency by 20%.

Education

Master of Business Administration (MBA) -

ICFAI
01.2021

Bachelor of Commerce (B.Com) - undefined

Presidency College
01.2017

Skills

  • Risk Management & Regulatory Compliance
  • Management Information Systems (MIS)
  • SQL Querying & Data Analysis
  • Portfolio & Operational Risk Controls
  • Compliance Reporting & Gap Analysis
  • Process Improvement & Remediation
  • Cross-functional Collaboration
  • Microsoft Excel & PowerPoint
  • Strong Communication Skills

Websites

Accomplishments

  • Reduced portfolio compliance gaps by 18% through risk control implementation.
  • Delivered regulatory assessments on time with zero compliance escalations.
  • Improved risk management reporting efficiency by 25% through tool implementation.

Timeline

Lead, Commercial Banking Portfolio & Risk Management

Wells Fargo
04.2024 - Current

Senior Commercial Valuations Coordinator

Wells Fargo
04.2021 - 04.2024

Analyst

Wells Fargo
08.2018 - 01.2021

Bachelor of Commerce (B.Com) - undefined

Presidency College

Master of Business Administration (MBA) -

ICFAI

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Mansi Panthri