Somi Naik
Indore
Summary
Experienced mortgage professional with a proven track record in loan origination, team leadership, and process optimization seeking a Mortgage Originate Assistant position. Committed to driving operational excellence, enhancing customer satisfaction, and leading a high-performing team to achieving company goals and exceed client expectations in a dynamic mortgage environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Originate Assistant and Manager
Texas Properties and Real Estate Solutions
Texas
04.2022 - Current
- Managed a team of 7-8 people from various departments.
- Took updates to monitor their overall work and performance.
- Helped borrowers through the mortgage application process, from initial inquiry to closing. It included collecting the credit and financial information, assessing their needs, and determining which loan option made sense for them by working on DTI spreadsheets. Updating the rates and submitting the file for underwriting.
- Worked closely with the borrowers, lenders, underwriters, and third-party companies. The communication took place via calls, texts, and emails.
- Worked over 1,000 plus applications and holding experience working on Calyx Point, Core Logic Credco, Provident Funding, Rocket Mortgage, United Wholesale Mortgage, Pennymac, Insta Mortgage, The Loan Store.
- Reviewed day-to-day market to advise the clients on rate lock.
- Organized and maintained filing systems for documents and records.
- Assisted in the preparation of reports, presentations and correspondence.
Senior Associate
eNoahiSolutions
Indore
08.2020 - 04.2022
- Developed and implemented strategies for increasing customer satisfaction.
- Provided direction and guidance to junior associates on complex tasks.
- Analyzed data and created reports for senior management.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
- Reviewed customer feedback surveys to identify areas of improvement.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Team Leader and Senior Executive and Processor
Avante Finsec & Marketing Pvt. Ltd. – IDFC First Bank’s CPA
Indore
03.2019 - 03.2020
- Worked on PL, BIL, CD, and TW products.
- Knowledge of Finnone, SFDC, BPM, Reporting, and FTS software.
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Assisted the Regional Managers from inquiry till disbursement of the loan. This includes reviewing an application, getting the missing data, running the file, and disbursing the loan.
Education
Master of Commerce - Taxation
DAVV
Indore, India08-2020
Bachelor of Commerce - Taxation
DAVV
Indore, India06-2018
High School Certificate - Commerce With Mathematics
Kendriya Vidyalaya No. 1
Indore, India05-2015
Skills
- Workload Management
- Business Acumen
- Relationship Building
- Product and service understanding
- Mail Sorting and Distribution
- Business Correspondence
- Time Management
- Document Control
- Data Confidentiality
- Administrative tasks
- Schedule and calendar management
- Email correspondence
- Team Collaboration
- Corporate Procedures
- Verbal and written communication
- Administrative duties
- Report Generation
- Product and service knowledge
- Operations Support
- Project Management
- Office Administration
Accomplishments
1. Been awarded as employee of the month by IDFC First Bank.
2. Been awarded as Star of the Month by eNoahiSolution.
Certification
Certified Lean Six Sigma White Belt by AIGPE in October, 2021.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
Took part in Swacchh Bharat Abhiyan held at Kendriya Vidyalaya No.1 Indore.
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Mortgage Originate Assistant and Manager
Texas Properties and Real Estate Solutions
04.2022 - Current
Senior Associate
eNoahiSolutions
08.2020 - 04.2022
Team Leader and Senior Executive and Processor
Avante Finsec & Marketing Pvt. Ltd. – IDFC First Bank’s CPA
03.2019 - 03.2020
Certified Lean Six Sigma White Belt by AIGPE in October, 2021.
Master of Commerce - Taxation
DAVV
Bachelor of Commerce - Taxation
DAVV
High School Certificate - Commerce With Mathematics
Kendriya Vidyalaya No. 1
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