T.S.PHANI SRIKAR
Associate Analyst
Ahmedabad
Summary
Results-driven Financial Analyst with expertise in data analysis and project management at XL Dynamics. Proven ability to enhance operational efficiencies and resolve client issues promptly. Strong communicator and problem solver, adept at collaborating with teams to optimize mortgage processes and deliver exceptional service. Committed to continuous improvement and achieving organizational goals.
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
4
4
years of professional experience
4
4
Languages
Work History
Financial Analyst - US Mortgage
XL Dynamics
11.2021 - Current
- Analysis of documents related to Refinance, FHA, Purchase, USDA and VA loans
- Developed reports, excel sheets, Google Docs, etc
- To track and evaluate employees' daily performance and tasks
- Pre- analyzing KYC documentation before forwarding it to the Underwriter
- Collaborating with operations and other internal teams to complete daily tasks and offer support to the Case File Manager/Loan Coordinators in the mortgage loan process to improve efficiencies in the process
- Assisted clients and resolved their issues on priority using the company's web-based system and database
- Identify and make suggestions for improvements when problems and/or opportunities arise
- Review Loan details and prepare Final Closing Disclosure to the client
- Perform activities such as review of underwriting documents, Deal closing, and loan servicing activities
Process Associate - US Mortgage
Ascendum Kps
10.2020 - 10.2021
- Company Overview: US Based Mortgage Company
- US Based Mortgage Company
Education
MBA - Marketing
L.J Institute Of Management Studies
Ahmedabad 04.2001 -
B.Tech - Electronics & Communication
L.J Institute Of Management Studies
Ahmedabad, India 04.2001 -
Skills
Data Analysis
Timeline
Financial Analyst - US Mortgage
XL Dynamics
11.2021 - Current
Process Associate - US Mortgage
Ascendum Kps
10.2020 - 10.2021
MBA - Marketing
L.J Institute Of Management Studies
04.2001 -
B.Tech - Electronics & Communication
L.J Institute Of Management Studies
04.2001 -
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