 Organization : Wells Fargo India Solutions Private limited
 Position: Operations Analyst
 Duration: 08-Feb-2016 to 16-Aug-2021

Work profile:

• Providing Loan servicing by which the bank collects interest, principal and escrow payments from a borrower


• Provide commercial real estate loan services for individual borrowers, institutional investors, financial institutions, internationally recognized investment banks, and other third-party investment groups that own or lend commercial real estate properties



• We as a new loan setup process does the Loan origination by which a borrower applies for a new loan, and a lender processes that application.
• Preparation of Document process of arranging and preparing the borrowers closing contracts. Includes the documents describing and detailing the agreement between the borrower and lender. Example: Promissory note, Loan agreement, Deed of trust.
• Trained on new loan intake process. Collects all the critical documents required for servicing from the borrower.
• Trained on a critical boarding process Securitization where in we provide service to borrowers for those loans that are securitized which involves generating bills, monthly reserves.
• Trained on Cash Forms process which involves preparing forms for the critical payments such as stub interest and reserve payments.
• Works on Additional projects in the process.


 Designation: Senior Financial Analyst
 Department: Account Reconciliation
 Tenure: March 2020 to August 2021 as a Senior Team Member:


Operations Management
• Exposure in handling accounting functions including finalization of Accounts, receivables/payables management, bank reconciliation, Debtor/Creditor control management etc.
• Responsible to manage the overdrawn accounts which involves timely reporting of data to Line of Business.
• Inventory Management through Emails which involves Line of Business communication.
• Preparing the monthly performance and quality reports for review by the manager.
• Handling critical process in the form of Deposit Clearing which has funds flowing through various sub recons like Sub Wire Reconciliation, Incoming Wire, Disbursement Clearing Recon etc.
• Conduct Training and mentoring sessions for new and existing team members within the team on various sub processes in Account Reconciliation and helping them speed up their learning curve.
• Responsible for Quality Checks and providing appropriate coaching to peer and new team members.
• Responsible to report out any Risk related incidents to the Manager as and when it is noticed or identified.
• Act as a point of contact for LOB on the process related queries.