Mohit Devkatte

ADP Retirement Services

06.2016 - Current

Started in FIC Share Reconciliation, I quickly learned and mastered the end-to-end reconciliation process to ensure accuracy between ADP's record-keeping system and the mutual fund house/trustee.
Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
Transitioned to the Adjustment team, where I handled day-to-day transactions such as clearing small balances and the T302 process (earnings, forfeiture allocation, funding stale checks), ensuring timely and accurate transaction processing.
Advanced into the Complex Adjustment Fixing role with full ownership of the high-volume Distributions category (check-related transactions). Collaborated with the Service team to enhance domain expertise and improve the overall client experience.
Proactively collaborated with internal teams to resolve negative balance discrepancies, enhancing account accuracy, and minimizing service escalations.
Recognized as a trusted mentor for new hires by leading training sessions, sharing best practices, and providing continuous support to accelerate team growth and cohesion.
Acquired end-to-end expertise in handling and resolving requests under different categories, like Fee, Loan, Contributions, and Conversion.
Conducted and actively participated in process-level, floor-level, and SBS-level activities, driving collaboration, engagement, and a positive work culture.
Analyzed data to identify root causes of problems and recommend corrective actions.

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