Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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Swapna Prabhakaran

Swapna Prabhakaran

Senior Loan Documentation Specialist
Chennai

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience
4
4
years of post-secondary education
3
3
Languages

Work History

Senior Loan Documentation

Wells Fargo international solution Pvt Ltd
CHENNAI
2021.11 - 2022.12
  • Reviewing the initial closing disclosure with the help of purchase agreement, title closing disclosure, borrower document and settlement statement
  • Supporting the TM in reviewing, documenting ,closing and disbursing loans
  • Reviewing the most complex legal, appraisal and title information
  • Preparing loan documentation, coordinate loan closings and initiate loan escalation
  • Monitor the closing disclosure updating process in CORE application
  • Perform or guide other TM on complex loans that require evaluation and interpretation
  • Prioritize work and provide day to day work leadership and mentorship to the Team
  • Providing guidance and subject matter expertise to the immediate TM on generating and closing the loan as well as technical and legal guidance within matters related to loan documentation
  • Reaching out to the Settlement agent to collect information on closing disclosure document
  • Conducting Quality reviews and monitoring key performance metrics as related to efficiencies and effective process,
    receiving direction from the management and exercise independent judgement while handling the TM.


Operation Processor 2

Wells Fargo International Solution Pvt Ltd
Chennai
2020.08 - 2021.10
  • The primary function is to Open account like check, Savings and Portfolio account as well as providing requested service (Overdraft Production Service) and funding the account which is opened by customer.
  • Providing authentication to open an account by verifying the customer details such as first and last name, SSN/ITIN number, Address and DOB using credit bureau report and Experian report.
  • Verifying the customer email ID to identify suspected fraud customer. Managing the Daily Volume Credit, Attendance report, Q&A report and QAC updates, Quality check and worked on SOP's.
  • Developed strong communication and organizational skills through working on group projects.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Volunteered at local community organizations, providing assistance with day-to-day operations.

Operation Accountant 1

Wells Fargo International Solution Pvt Ltd
Chennai
2017.12 - 2020.08
  • The Primary function of this process is to rectify the encoding error or any other exceptions such as Non Confirming images, Electronic deposit centre, credit work type, Teller correction system, duplicate entries etc,. generated during the check processing cycle Verifying the check for encoding error and adjusting the customer for encoding error. Cross Verifying the check for EPI process.
  • Passionate about learning and committed to continual improvement.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Worked well in a team setting, providing support and guidance.
  • Self-motivated, with a strong sense of personal responsibility.
  • Developed and maintained courteous and effective working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Cultivated interpersonal skills by building positive relationships with others.

Education

High School Diploma -

R.B.A.N.C Higher Secondary School
Chennai,India
2009.06 - 2010.05

Higher Secondary - Accounting And Finance

ST.EBBA'S Girls Higher Secondary School
Chennai ,India
2011.06 - 2012.03

B.com - Accounting And Finance

Asan Memorial College of Arts And Science
Chennai ,India
2012.06 - 2015.04

Skills

Loan documentation

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Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 12 FTE.
  • Achieved outstanding result through helping effectively New TM
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Applied effective time management techniques to meet tight deadlines.

Interests

Self motivated individual with lots of interest in cultural events, music and exploring new cities and hill stations.

Timeline

Senior Loan Documentation

Wells Fargo international solution Pvt Ltd
2021.11 - 2022.12

Operation Processor 2

Wells Fargo International Solution Pvt Ltd
2020.08 - 2021.10

Operation Accountant 1

Wells Fargo International Solution Pvt Ltd
2017.12 - 2020.08

B.com - Accounting And Finance

Asan Memorial College of Arts And Science
2012.06 - 2015.04

Higher Secondary - Accounting And Finance

ST.EBBA'S Girls Higher Secondary School
2011.06 - 2012.03

High School Diploma -

R.B.A.N.C Higher Secondary School
2009.06 - 2010.05
Swapna PrabhakaranSenior Loan Documentation Specialist