Summary
Overview
Work History
Education
Skills
Personal Information
Roles And Responsibilities
Languages
Software
Hobbies
Timeline
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Poonam Vishwakarma

Poonam Vishwakarma

CREDIT ASSOCIATE
Old Faridabad

Summary

Credit Analyst knowledgeable in conducting background checks and developing methodologies to predict future risk behaviors. Looking to bring further success to a company through excellent attention to detail and a keen understanding of regulatory procedures.

Overview

7
7
years of professional experience

Work History

Account Assistant

S.K SHARMA & CO.
07.2017 - 12.2018

Accounts Executive

S.S ENGINEERS
04.2019 - 06.2020

Accountant

GURU KIRPA TRADERS
06.2020 - 07.2022

CPA Manager

ICICI Bank
11.2023 - Current

Education

10th -

Govt Girls Senior Secondary School
Faridabad, India
04.2001 -

12th -

Govt Girls Senior Secondary School
Faridabad, India
06.2013

B.COM -

Maharishi Dayanand University
Haryana, India
07.2016

PGDBFs - Banking And Financial Support Services

Symbiosis Center For Distance Learning
Pune, India
04.2001 -

Skills

Good Communication Skills

Personal Information

  • Father's Name: Shri Radhey Shyam
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Unmarried

Roles And Responsibilities

  • Maintain proper accounts manually & computerized
  • Providing all support activities to sale team from office
  • Handling vendor & customer queries & complaints
  • Documentation of Records
  • Reporting to Manager, Supply Chain Management
  • Manage debtors & creditors, Account payable
  • Checking mail & writing mail
  • Maintain Bank Accounts & update to them & Bank Reconciliation
  • Appraise the deals to Credit Managers for loan processing(CV,CE,ME,WC)
  • Analyze financial statements for overall financial health
  • Banking analysis (analysis after perfios of the statements
  • MIS Updation
  • Detailed data entry in software (APS, Finnone Neo)
  • Hands on banking software like I-loans, APS, Finnone Neo, I-view,FCRM,I-disburse
  • Analyze Credit Bureau of Customers along with preparing detailed CAM sheet including deal proposal, fleet validation, GSTR, 26AS, Asset analysis sheet, Loan structuring details, financial statements, POS sheet
  • Detailed Data entry in Software(APS, Finnone Neo)

Languages

English, Hindi

Software

I-loans,FCRM,I-Disburse,Finnone Neo,APS,MS Excel

Hobbies

Reading Books & Listening Music

Timeline

CPA Manager

ICICI Bank
11.2023 - Current

Accountant

GURU KIRPA TRADERS
06.2020 - 07.2022

Accounts Executive

S.S ENGINEERS
04.2019 - 06.2020

Account Assistant

S.K SHARMA & CO.
07.2017 - 12.2018

10th -

Govt Girls Senior Secondary School
04.2001 -

PGDBFs - Banking And Financial Support Services

Symbiosis Center For Distance Learning
04.2001 -

12th -

Govt Girls Senior Secondary School

B.COM -

Maharishi Dayanand University
Poonam VishwakarmaCREDIT ASSOCIATE