Samson K
Bangalore
Summary
An experienced professional of 2+ years in Banking well versed in operations with desire to take on new challenges. Strong worth ethic, adaptability and exceptional analytical skills. Adept at working effectively unsupervised and quickly mastering new skills. As a Financial analyst, successful at evaluating and distilling complex lease and financial data. Proven ability in providing resolutions to the team and exceeding the expectations set forth by meeting the targets before the provided timeframe.
Overview
3
3
years of professional experience
Work History
FINANCIAL ANALYST
WELLS FARGO
Bangalore
07.2023 - Current
- Reviewing Lease by abstracting information on a daily basis as per the type of request and standard templates.
- Reviewed and analyzed complex lease documents to ensure accuracy of data entry into the review.
- Used conflict resolution skills to quickly resolve issues among Tenants and adjust occupancy according to the proposed agreement.
- Escalated critical discrepancy to Onshore partners and Borrower to deliver immediate resolution.
- Performed market analysis to identify competitive lease rates in the area.
- Investigated discrepancies between actual rent collected versus what was reported in records during review and took appropriate actions necessary to find out the reason to arrive at a conclusion.
- Processed applications for new leases and reviewed them for accuracy and completeness.
- Perform Quality Check of the requests processed by the processor, Mentor teammates to pace up the quality, train newly joined team members, resolving queries about the process.
- Interpreted complex lease agreements such as U.S. Government tenants which includes various departments.
- Reviewed costs, expenses and revenues associated with construction projects.
- Experience of working in applications like CBAM, Web Retrieval (FileNet), CMSAC3, Report Central, Real Insight, Strategy, Moody's Analytics
ASSOCIATE FINANCIAL ANALYST
WELLS FARGO
Bangalore
03.2022 - 06.2023
- Lease Reviews: Process, Analyze and provide a complete detailed review of the entire lease agreement and various types of lease agreements such as Ground Lease, Lease Amendments, Lease Assignments, Lease Termination, Management Agreement, Sublease Agreements and Sublease Amendments.
- Use of various documents such as Asset Summary Report, Rent Rolls, Prior lease documents, Property Inspection Report, Annex A Report to perform the review in case of missing of either documents or discrepancy between documents as per the hierarchy.
- Performed market analysis to identify competitive lease rates in the area.
- Monitored rent payments from tenants (either existing or new) and forecast projections accordingly for the upcoming years to identify the cash flows at the property.
INTERNSHIP TRAINEE
IPRIMED
Bangalore
12.2021 - 01.2022
- Overview of Commercial Banking, Corporate and Investment Banking, OFAC, BSA/AML Basics and KYC.
Education
BACHELOR OF BUSINESS ADMINISTRATION - Finance
BALDWIN METHODIST COLLEGE
Bangalore09-2021
PUC - Physics, Chemistry, Mathematics, Biology
SBM JAIN COLLEGE
Bangalore04-2018
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
Accomplishments
- Trained two newly joined team members, successfully mentored mentee to maintain the quality.
- Manager Spotlight Award: Won the award for consistently exceeding the expectations and
benchmark set forth. - (I) Achieved the Quality standards set forth and attained the role of QC within 12 months, way earlier than the allocated time period (II) In the entire team, processed the maximum number of requests every month consecutively throughout the year at an average of 2.5 requests per day.
Affiliations
- Participated in Organization sports events: Cricket and Throw ball and won Championship and Runners-
up in both CRE and CIB level. - Won the Risk Quiz Competition held at CRE level as a team.
- Participated in Eco club activities against deforestation.
- Took part in Organizational volunteering activities- Government School painting, etc.
Languages known
- English
- Kannada
- Tamil
- Telugu
- Hindi
Hobbies
Cricket, Cycling, Travelling
Disclaimer
The above said information is true to the best of my knowledge and belief.
Timeline
FINANCIAL ANALYST
WELLS FARGO
07.2023 - Current
ASSOCIATE FINANCIAL ANALYST
WELLS FARGO
03.2022 - 06.2023
INTERNSHIP TRAINEE
IPRIMED
12.2021 - 01.2022
BACHELOR OF BUSINESS ADMINISTRATION - Finance
BALDWIN METHODIST COLLEGE
PUC - Physics, Chemistry, Mathematics, Biology
SBM JAIN COLLEGE
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Sangeetha NaikSangeetha Naik
Lead Software Engineer at Wells FargoLead Software Engineer at Wells Fargo