Sachin Poojari
Udupi
Summary
Results-driven professional with 2 + years of experience in Banking/Mortgage/Financial Analysis and Loan Operations. Proficient in setting up New Loans, processing various transactions, and ensuring compliance with SLAs and regulations. Skilled in client engagement, problem-solving, and risk mitigation. Strong communication and interpersonal abilities. Bachelor's degree in Commerce/Accounting/Taxation/Auditing.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Operation Representative
CONCENTRIX DAKSH SERVICES India Private Ltd
Bangalore
08.2022 - Current
- Maintained high levels of engagement with Credit executives/Underwriters, Client service executives, and Bankers
- Executed drawdowns, rollovers, repayments, prepayments, calculation, funding, rate-fixings, and fee collections
- Reviewed complex loan applications and ensured compliance with bank regulation
- Ensured all controls and client requirements were adhered to at all times and any risk items escalated immediately
- Kept contact in Call, Teams, and Outlook with lender or mortgage brokers to collect required documents and worked closely
- Completed loan files with correct and adequate documents to expedite the decision-making process
- Acted as Subject Matter Expert (SME) and provided floor support to new joiners
- Managed all SLA (Service Level Agreements) applications (15+ applications) within a time duration.
Advisor I, Transaction Processor/Customer service
COGENT E-SERVICES
Bangalore
12.2021 - 07.2022
- Planned standardization of service delivery to customers
- Suggested the best solutions for customer problems
- Communicated with clients politely and resolved customer complaints brought to attention
- Handled more than 65+ customers on call.
Education
Bachelor of Commerce -
Mangalore University - DR. BB Hegde First Grade College
UDUPI09-2021
Skills
- Exceptional communication and interpersonal skills
- Underwriting [Udemy]
- KYC [Udemy]
- Anti Money Laundering [AML] [Udemy]
- Email and chat support
- International semi-voice process experience / Call center experience
- MS Office Proficiency
- Loan Processing
- Attention to detail and problem-solving ability
- Mortgage Loan ProcessorBanking Domain
Accomplishments
- Great Employee Moments - (GEM)- 2023 /24
CONCENTRIX DAKSH SERVICES India Private Ltd
Recognition from the clients for incredible support to achieve great customer service.
Certification
- Real Estate Underwriting Training-Full Loan Review Process. [Udemy]
- Financial Crime: Processes & Technology - Masterclass. [Udemy]
Languages
Kannada
First Language
English
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1
Timeline
Operation Representative
CONCENTRIX DAKSH SERVICES India Private Ltd
08.2022 - Current
Advisor I, Transaction Processor/Customer service
COGENT E-SERVICES
12.2021 - 07.2022
Bachelor of Commerce -
Mangalore University - DR. BB Hegde First Grade College
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