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Loss Mitigation Document Review

Location:
China, MI
Salary:
2500000
Posted:
March 20, 2024

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Resume:

Phone: +91-983*******/

+861**********

NEHA KATEJA

Address: Shanghai, Mainland China

E-mail: ad4g35@r.postjobfree.com

LinkedIn: https://www.linkedin.com/in/neha-kateja-1754a878/ PROFESSIONAL HIGHLIGHTS

• Experience with US Mortgage in Foreclosures, Loss Mitigation, Extensive knowledge of Document Review, Letters of Credit.

• Postgraduate in International Business from Niagara College Canada

• Proficient in Microsoft Office Suite: Word, Excel, PowerPoint

• Experience working with people of different cultures and can converse in 3 languages (English, Hindi &Sindhi)

• Proven ability to work with, Supervisors, team leads, and Managers to implement solutions aligned with overall Business Operating Strategies.

• Exemplary at securing customer loyalty, and developing strong relationships with internal staff, and external partners at all levels of the organization

Experiences (Term - Wise)

Finance and Reporting Manager. Acclime, China: October 2023 – Present,

. Closely operate with accountants for Client’s financials

. Oversee and analyze the financial statements of the client and send them to Clients before the monthly tax deadline.

. Prepare the Database of all important communications with clients.

. Prepare and send out Handbooks to clients upon receiving their confirmation.

. Carry out Kick-off meetings with Clients providing them with a brief overview of the process and corporate services work.

. Diligently communicate with clients regarding any queries they have.

. Provide timely Solutions regarding any concerns. Analyst/Business Ops Specialist, Morgan Stanley, India, Mumbai, May 2022 - September 2023

. Carry out daily BAU activities.

. Prepare reports, Prepare Letters, Perform Client Communication

. Perform Duties per Checklists.

. Carry out new project Testing/ UAT-Prod testing.

. Carry out Renewal Fee-bookings, Prepare Invoices, Update and send out Reports on Daily/Monthly/Quarterly

. Highlight Production Issues, Monitor the Tracker along with updating, and carry out daily email communications with different teams.

. Provide timely updates on daily tasks/BAUs.

. Trained new peers on the Daily BAU.

. Got well-versed in Primary Loan origination Functions and provided support when required.

. Trained in Data Governance and KYC verification in the due course. Account Service Representative, Nissan Canada, Mississauga, Ontario July 2019 – Feb 2020

• Oversee and manage all consumer, vendor, and dealer correspondence.

• Categorize task priorities in terms of customer requests based on retail and lease payoffs, terminations, and clientele changes/updates, alongside assigning work to teams based on their deliverables.

• Send out the Plate letter to customers for insurance renewal purposes and province change purposes.

• Administer and verify all documentation (e.g., release, correspondence, accounting items, statements of account, etc.) as information provided is confidential and data must be verified before sending out as per company’s policies.

• Send out Power of Attorney to the customers upon their request.

• Send out Release letters to the customers upon the full and final payment of the loan/Finance.

• Send out USA letters to customers upon their request and successful submission of required documents.

• Send out Breathalyzer letters to customers based on the request.

• Send out Statement of Account to the customers providing their detailed account payment summary right from the loan/lease begin date.

• Send out Amortization Schedules to the Customers upon their Requests.

• Oversee, analyze, and monitor all adjustments about loans and or leases, due date changes, loan audits, credit bureau updates with banking information, and all other account adjustments and changes. Sr. Process Executive, Loss Mitigation Doc Intake Review (Long-Term) Aug 2016 – Nov2017 Cognizant Technology Solutions, Mumbai, India

• To review documents of Borrowers for Modification in Mortgage Amount

• Verification of data & Updating ER (Client System, Early Resolution)

• Making sure no document is missing and Notes are correctly updated in the system before sending it across to the Underwriting Dept.

• Handling Client Escalations and providing solutions within a designated period.

• Coordination with Onshore Clients in terms of the latest updates, maintain notes of the same, and articulate. among the team.

• Training New Employees, and Initiate Quality checks to avoid errors.

• Preparing Reports (Quality reports, error checks)

• Achieve Daily targets, without Diminishing the quality score. Foreclosure Specialist (Long-Term) May 2015- Aug 2016 Altisource Business Solutions Pt. Ltd, Mumbai India

• Verifying Mortgage Documentation.

• Verifying the Bankruptcy and Military Status of the Concerned Borrowers on the Property, every income-related document along with any other mortgages (if taken by the customer)

• Requesting for Substitution of Trustee through Preparing a SOT Document with the Current Trustee name, as the firm was dealing as a Third-party legal entity due to which the involvement “Real-time” Law firm was eliminated.

• Training New Employees, (Due to Process ramp-ups)

• Preparing Reports (Daily Target and Attendance)

• Achieve Daily targets, without Diminishing the quality score. Cashier (Short-Term) Nov 2018 -April 2019

Big Smoke Burger

• Take customer orders.

• Re-stock refrigerators

• Keep a check on the dining area.

• Close cash

• AD-hoc duties, as assigned.

Education:

Postgraduate in International Business (Niagara College, Canada) Percentage: 79%

Bachelor of Management Studies (Mumbai University, India) Percentage: 65%

Niagara College, Niagara, Ontario Sep 2018 - June 2019 Mumbai University, Mumbai l India Aug 2010 - Aug 2014 TECHNICAL SKILLS

Utilities/Tools: MS Word, MS Excel, MS PowerPoint (Advanced) Personal Skills: Ability to multitask, Mindfulness, Keen to Learn and outgrow, fast-paced Learner. Ability to perform tasks without supervision, Able to make spot-on decisions, ability to train peers. ACHIEVEMENTS:

• Excellence award for achieving the extra mile in Altisource.

• Assisted trainers in making training modules.

• Done Quality checks for new peers at work.

• Trained new joiner at Big Smoke Burger.



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