Srimadhu A

• Executed KYC screening on existing clients by documenting and verifying information.
• Analyzed client data and documentation to assess risk profiles per Global KYC Procedures.
• Completed KYC data profiles, rectifying missing or incorrect information on reviewed records.

• Conducted thorough title searches to identify current property ownership and latest deeds.
• Captured essential property information including tax status, assessments, and legal descriptions.
• Evaluated documents to determine property ownership.
• Compiled comprehensive reports including summaries and copies of current owner deeds.

Accumulated two years of experience in US mortgage industry, specializing in loan setup and Insurance claim at Round Point Mortgage.

LOAN SETUP:

Reviewed and verified documents using Doc Velocity application to ensure accuracy in MSP data.

INSURANCE CLAIM SPECIALIST:

• Analyzed insurance claims to determine borrower repair responsibilities and documentation requirements.
• Collected essential documents for contractor agreements, including estimates, licenses, affidavits, W-9s, and lien waivers.
• Maintained detailed client records for review while tracking and reporting documentation discrepancies.
• Ensured completeness of documentation and escalated issues to team leads when necessary.