Samyak Patil
Nagpur
Summary
2 years and 11 months of experience supporting U.S. retirement financial transaction processing, fund disbursement documentation verification, and quality-focused review. Perform accurate documentation checks, exception handling, and compliance-oriented workflow execution. Ensure complete, error-free records to support timely disbursement operations.
Overview
3
3
Languages
3
3
years of professional experience
Work History
Data Processor Associate
Tata Consultancy services (TCS)
Nagpur
10.2023 - Current
- Executed end-to-end operations for complex retirement plan distributions, including lump-sum payments.
- Reviewed and processed US retirement fund disbursements for compliance and accuracy.
- Supported cash applications by processing requests, such as RMDs, rollovers, and lump-sum payments.
- Conducted documentation verification and eligibility checks to ensure accurate record reconciliation.
- Maintained detailed records while generating reports using Omni Station and MS Excel.
- Ensured compliance with process policies and quality standards while consistently meeting SLA timelines.
Education
Bachelor of Commerce -
Rashtrasant Tukadoji Maharaj Nagpur University
Nagpur05-2022
High School Diploma -
Shri Vishwanath Baba Highschool And Junior College
Nagpur Maharashtra02-2019
Skills
- Transaction processing
- Data validation
- Account processing tools
- Time Management & SLA Adherence
- Problem solving
Languages
English
Intermediate (B1)
B1
Hindi
Advanced (C1)
C1
Marathi
Intermediate (B1)
B1
Accomplishments
- Two times awarded for "Star Performance Award"
- Xcelerate Warrior Certificate
- Received client appreciation
Timeline
Data Processor Associate
Tata Consultancy services (TCS)
10.2023 - Current
Bachelor of Commerce -
Rashtrasant Tukadoji Maharaj Nagpur University
High School Diploma -
Shri Vishwanath Baba Highschool And Junior College