Rohan Rudrake
Pune
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
6
6
years of professional experience
Work History
Senior Accountant
Vishweshwar Bank
02.2019 - Current
- Prepared monthly journal entries and reconciliations.
- Updated general ledger with latest entries.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Contributed to financial and operational risk reduction by evaluating effectiveness of controls and subsystems.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Reviewed loan files and updated to match current standards.
- Recommended loan approvals and denials based on customer loan application reviews.
- Handled various accounting transactions.
- Developed prospects for new loans by conducting 10-15 cold calls weekly.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
Bachelor of Commerce - Bachelor of Commerce
MMCC
03.2016
Skills
- Account Updates
- Monthly Closings
- Financial Reporting
- Audit Preparation
- Financial Services
- Billing and Invoicing
- Time Management
- Financial Statements Expertise
- Loan and Account Monitoring
- Microsoft Excel
- Clerical Support
- Bill Payment and Recordkeeping
Additional Information
To pursue a career with a company having a global vision,which encourages creativity and offers an opportunity to learn and develop both professional and personal life
Project Description
Defined and delivered a product for the Wealth Management Team using methodology , achieving seamless investment portal for the clients
Created solutions which increased the month on month position by 20% including returns on investment productivity , consumer satisfaction selling various Banking products which is helped leadership closely monitor the effectiveness of consumer service process.
Timeline
Senior Accountant
Vishweshwar Bank
02.2019 - Current
Bachelor of Commerce - Bachelor of Commerce
MMCC
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