Sathya Srinivas Yadav
Hyderabad
Summary
Dynamic financial professional with extensive experience at Wells Fargo, excelling in financial modeling and loan compliance. Proven track record in Reserves Disbursements, property valuation and account reconciliation, coupled with strong analytical skills. Adept at fostering team collaboration and enhancing operational efficiency, driving successful outcomes in high-pressure environments.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Senior Associate Transaction Processor
Trimont
03.2025 - Current
Senior Financial Analyst
Wells Fargo
Hyderabad
04.2024 - 02.2025
Financial Analyst
Wells Fargo
Hyderabad
09.2022 - 03.2024
Processing Activities
Due Diligence, Loan Servicing & Monitoring
- Financing the disbursements and withdrawal requests of commercial clients adjusting to client specifications in concurrence with the loan agreements.
- Preparing fund release tracking in excel.
- Setting up and verifying bank accounts of the clients for disbursements and internal transfer of funds.
- Perform due diligence and comprehend Loan Agreements, Lender Consent Agreement to ensure compliance.
- Monitoring Mailbox for client queries and to coordinate with others banks for Letter of Credit renewal.
- Identification and resolution of client complaints and concerns.
- Host error analysis and knowledge sessions.
- Provide domain training to new joiners.
- Representing team for events and activities.
- Active member in people group for organizing townhalls and planning team engaging activities.
Education
Bachelor of Commerce And Computer Application -
Badruka College Of Commerce
Hyderabad, TS01-2022
Intermediate -
St. Mary's Junior College
01.2019
High School -
Matrusri E&L High School
01.2017
Skills
- Financial modeling
- Rent roll and operating statement analysis
- Property valuation: direct cap, sales comparable, and DCF techniques
- Ratio and sensitivity analysis
- Appraisal and inspection documentation review
- Normalization of financials
- Data visualization tools
- Advance Excel
- Loan compliance
- Account reconciliation
Certification
- Candidate for CFI's Financial Modeling & Valuation Analyst (FMVA)
- Candidate for New York University's Fundamentals of Real-Estate Financial Modeling.
- Candidate for CFI's Commercial Real-Estate Specialization.
Accomplishments
Manager Spotlight Award for exceptional contributions to the team and organization.
Languages
English
Advanced (C1)
C1
Hobbies
- Travel
- Reading
- Personal Styling
Declaration
I hereby declare that all the information provided in this resume is true, complete, and accurate to the best of my knowledge
Timeline
Senior Associate Transaction Processor
Trimont
03.2025 - Current
Senior Financial Analyst
Wells Fargo
04.2024 - 02.2025
Financial Analyst
Wells Fargo
09.2022 - 03.2024
Processing Activities
Due Diligence, Loan Servicing & Monitoring
Bachelor of Commerce And Computer Application -
Badruka College Of Commerce
Intermediate -
St. Mary's Junior College
High School -
Matrusri E&L High School