Priti Mishra
Surat
Summary
Detailed-oriented and analytical credit assessment officer with an experience of 1.5 years. Expertise includes analyzing financial statements, evaluating credit applications, and ensuring adherence to industry standards. Great at following deadlines and maintaining strong client standards.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Credit Assessment Officer
ANZ support services
Bengaluru
04.2023 - Current
- Evaluated level of creditworthiness and identified potential risks by thoroughly examining financial statements, credit reports, and pertinent documentation.
- Refined and tailored credit policies in collaboration with the credit team to enhance customer service
- Collaborated with clients to gather necessary financial information, addressing any discrepancies or additional requirements.
- Maintained a quality score of 80% and above while achieving a productivity level above 90%.
- Assisted in identifying significant obstacles encountered by customers and analysts to support senior management.
Equity Research Intern
PredictRAM
NEW DELHI
05.2022 - 07.2022
- Performed in-depth pre-event research on financial events' impact on the markets, followed by comprehensive analysis of forecast deviations.
- Conducted in-depth research on over 30 economic events to develop detailed pre and post-event reports.
- Created a comprehensive COVID-19 impact report for the hospitality and tourism industries, showcasing sector resilience and recovery measures.
- Facilitated communication between interns and company management to achieve alignment of company goals with individual goals.
Education
MBA - Finance
RIIM- The Academy of Business Management
Pune, Maharastra10-2023
Bachelor's of Commerce (B.com) - Advance Accounting And Auditing
S D Jain International College
Surat, Gujarat 09-2020
Skills
- Analytical skills
- Excellent written and verbal communication
- Attention to regulatory compliance
- Time management
- Customer service
- Decision making
- Risk assessment
Certification
- Financial market (Advanced) Module (NCFM)
- Financial Modelling and Forecasting Financial Statement (LinkedIn)
- Corporate finance foundations (LinkedIn)
Timeline
Credit Assessment Officer
ANZ support services
04.2023 - Current
Equity Research Intern
PredictRAM
05.2022 - 07.2022
MBA - Finance
RIIM- The Academy of Business Management
Bachelor's of Commerce (B.com) - Advance Accounting And Auditing
S D Jain International College
- Financial market (Advanced) Module (NCFM)
- Financial Modelling and Forecasting Financial Statement (LinkedIn)
- Corporate finance foundations (LinkedIn)
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