Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic
Praneeta Shahi

Praneeta Shahi

Operations Analyst
Gurgaon

Summary

Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

6
6
years of professional experience
1
1
Certification
2
2
Languages

Work History

Master Analyst

American Express
06.2022 - Current
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Working on KYC verification for existing client base as well as new applicants, ensuring all KYC information for customers is up to date.
  • Making sure there are no infractions of compliance while working on onboarding of each applicant with corporate and consumer cards.
  • Served as an escalation point for challenging customer cases, applying advanced problem-solving skills to reach satisfactory resolutions.
  • Following up with different teams regarding procurement of different KYC documents from client as and when required.
  • Making regular quality checks in order to avoid any compliance failure.
  • Overseeing and supporting team members with inquiries, training, and coaching as needed.

Mortgage Closer

Better Mortgage
08.2021 - 05.2022
  • Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
  • Resolved issues efficiently during pre-closing stage, minimizing delays and keeping transactions on schedule.
  • Increased accuracy in calculating escrow amounts by implementing improved data entry techniques and double-checking computations.
  • Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
  • Reviewed executed documents thoroughly post-closing to ensure completion of required forms before final submission to investor or servicer partners.
  • Maintained high level of accuracy and professionalism while managing large caseload of loans, consistently meeting or exceeding performance targets.

Process Analyst

Genpact
07.2018 - 07.2021
  • Conducted training and applied change management to achieve desired outcomes.
  • Collaborated with team to define business requirements for organizational processes, achieve productivity standards, and adhere to accuracy standards.
  • Increased efficiency and team performance by implementing actionable process improvements.
  • Evaluated product or service by analyzing and interpreting data and metrics.
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.

Education

MBA - Human Resources Management

Jaipur National University
Jaipur, India
04.2001 -

Bachelor of Science - Biology

Swami Vivekananda College, Rajasthan University
Khetri, India
04.2001 -

Skills

  • Exceptional Communication and Presentation Skills

  • Detail Oriented

  • Work Prioritization

  • Calm and Professional Under Pressure

  • Problem-solving aptitude and Analytical thinking

  • Product and service knowledge

  • Teamwork and Collaboration

  • Excellent organizational, leadership and time management skills

Software

MS Office

Work Based Software

Certification

Anti-Money Laundering Concepts: AML, KYC and Compliance

Timeline

Anti-Money Laundering Concepts: AML, KYC and Compliance

01-2024

Master Analyst

American Express
06.2022 - Current

Mortgage Closer

Better Mortgage
08.2021 - 05.2022

Process Analyst

Genpact
07.2018 - 07.2021

MBA - Human Resources Management

Jaipur National University
04.2001 -

Bachelor of Science - Biology

Swami Vivekananda College, Rajasthan University
04.2001 -

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Praneeta ShahiOperations Analyst