Summary
Overview
Work History
Education
Skills
Interests
Personal Information
Disclaimer
Work Availability
Timeline
Receptionist

Matsyagandha Sachin Jadhav

Financial Analyst
Mumbai,Maharashtra

Summary

Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions. Diversified, progressive experience in the analysis of financial/economic data supporting enterprise decision making. Possessing excellent communication skills and having the ability to communicate professionally with clients and colleagues on detailed financial issues.

Overview

16
16
years of professional experience
5
5
years of post-secondary education
3
3

Languages

Work History

Financial Analyst

XL Dynamics India Pvt. Ltd.
Mumbai
11.2020 - Current
  • Worked for US mortgage domain on reviewing financial statements and data in order to detect authenticity for generating final agreements for execution
  • Well versed with 4 C's of underwriting
  • Working as part of team within fast-paced environment in financial services industry dealing with clients and analysts
  • Responsible for ensuring quality production and generating internal management reports.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Preparing issue analysis report using internal database and sources.
  • Verifying financial data such as Bank/Financial statements to assess loan worthiness of different types of mortgages (FHA/VA/Conventional)
  • Reviewing Purchase Contracts and related documents and validating requirements as per industry guidelines.

Financial Analyst

XL Dynamics India Pvt. Ltd.
Mumbai
06.2012 - 01.2018
  • Accurately set up loans in ERP system after reviewing loan files and carry out checks and verifications to ascertain regulatory compliance of loan.
  • To perform verifications as per process checklist to determine authenticity of data and submit their analysis to our clients in US.
  • Verifying financial data to assess loan worthiness of different types of mortgages (FHA/VA/Conventional)
  • Performing review of submission by evaluating completeness, accuracy and appropriateness.
  • Performing compliance and quality check of documents provided for Mortgages.
  • Preparing issue analysis report using internal database and sources.
  • Preparing and Updating SOP's (Standard operating procedures) for team tasks in knowledge base of organization.
  • Interacting with Clients & Internal Teams for execution of process. Taking follow up with client to meet requirements.
  • Evaluate and ensure overall loan documents are accurate, complete, and in compliance.
  • Promptly report any red flags or potential issues that may lead to audit or regulatory finding.
  • Ensure all customer escalations and service delivery concerns are raised to management immediately, so they can be responded in timely manner.
  • Perform verifications as per process to determine authenticity of data from available documents and other online sources.
  • Coordinate with underwriters, lenders, loan managers and securitization teams to manage portfolios
  • Identify problem areas within loan portfolio, analyze loopholes and suggest appropriate solutions
  • Provide Training, guidance & assistance to junior colleague's, acting as a mentor for same.

Senior Tele Sales Executive

HBL Global Pvt. Ltd. (HDFC bank)
Mumbai
05.2008 - 06.2010
  • Main task was to generate quality business to make customer satisfied
  • Analysis, development/enhancement how team make more business
  • Mainly involved in 3 major Application like GUI & Telemark and vision plus used mostly in Banks.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services, and company information.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Overall function of job is to work as leading team member taking responsibility for support and enhancement.
  • Analyzed past sales data and team performance to develop realistic sales goals.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Utilized internal lead referral tools to solicit new business opportunities and contacts.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.

Tele Sales Executive

Zen One Sales Pvt. Ltd.
Mumbai
09.2007 - 02.2008
  • Main task was to generate quality leads while interacting with customers on daily basis.
  • Managed over 50 calls per day
  • Updating MS-Excel and checking daily MIS.
  • Developed extensive knowledge of products and services to better assist customers.
  • Set up appointments with interested customers according to schedule availability.
  • Delivered scripted sales talks to customers reached via manual and automatic dialing systems.
  • Educated customers on product and service benefits, explaining features and answering questions.
  • Followed up with customers to confirm satisfaction with purchases and resolve last-minute issues.
  • Negotiated pricing and payment terms with customers when possible to close deals.
  • Asked relevant questions to assist customers with selecting needed or requested products and services.
  • Observed and learned changing customer requirements and adapted sales strategies as needed.
  • Provided information about available products and services, membership details, and purchase advantages

Education

MBA - Finance

BES's Institute of Management Studies & Research, Mumbai University
Mumbai
01.2010 - 01.2012

Bachelor Of Commerce (B.Com.) - Financial Accounting

COSMOPOLITIAN, Mumbai University
Mumbai
01.2006 - 01.2007

Higher Secondary Certificate -

COSMOPOLITIAN
Mumbai
01.2003 - 01.2004

Secondary School Certificate -

Children Welfare Centre High School
Mumbai
01.2001 - 01.2002

Skills

Strong verbal and written communication skills, with the ability to articulate complex issues clearlyundefined

Interests

Dancing and watching Movies

Personal Information

  • Date of Birth: 11/25/1986
  • Nationality: Indian
  • Marital Status: Married

Disclaimer

I consider myself familiar with Financial Management aspects. I am also confident of my ability to work in a team. I hereby declare that the above given information is true to the best of my knowledge and belief.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Analyst

XL Dynamics India Pvt. Ltd.
11.2020 - Current

Financial Analyst

XL Dynamics India Pvt. Ltd.
06.2012 - 01.2018

MBA - Finance

BES's Institute of Management Studies & Research, Mumbai University
01.2010 - 01.2012

Senior Tele Sales Executive

HBL Global Pvt. Ltd. (HDFC bank)
05.2008 - 06.2010

Tele Sales Executive

Zen One Sales Pvt. Ltd.
09.2007 - 02.2008

Bachelor Of Commerce (B.Com.) - Financial Accounting

COSMOPOLITIAN, Mumbai University
01.2006 - 01.2007

Higher Secondary Certificate -

COSMOPOLITIAN
01.2003 - 01.2004

Secondary School Certificate -

Children Welfare Centre High School
01.2001 - 01.2002

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Matsyagandha Sachin JadhavFinancial Analyst