Financial Services Data Management

Shanti James

Balch Springs, TX *****

*************@*****.***

+1-972-***-****

Analytical professional with extensive 6+ year of experience in banking, financial services, data management and analyzing data with technical knowledge and critical thinking skills to thrive in data- driven environments. Works great alone or with others and consistently exceeds expectations. Strong work ethic with adaptability, highly motivation and interpersonal skills. Work Experience

Process Associate

Situs AMC - Delhi, Delhi

September 2020 to May 2023

• Identified and resolved process issues to drive optimal workflow and business growth.

• Verified accuracy of information on mortgage documents • Worked with ULDD Closing team which reviews audit loans and to ensure regulatory compliance and completeness.

• Review loan agreements to ensure that they are complete and accurate according to the policies.

• Review closing documents such as Note, Deed, Closing Disclosure, Appraisal report, Credit reports etc

• Confer with underwriters to aid in resolving mortgage application problems. Associate

Navigant, a Guidehouse Company - Thiruvananthapuram, Kerala September 2017 to August 2020

• Approved loans within specified limits and refer loan applications outside those limits to management approval .

• Analyze applicants financial status, credit and property evaluations to determine feasibility for granting loans.

• Obtain and compile copies of loan applicants credit histories, corporate financial statements and other financial information.

• Review loan agreements to ensure that they are followed by the law.

• Built and maintained relationships with peers and upper management to drive team success. Education

Master's degree in Finance & HR

St Berchman's Institute of Management Studies - Changanacheri, Kerala July 2015 to May 2017

Bachelor's degree in Finance & Taxation

DC School of Finance - Idukki, Kerala

July 2012 to March 2015

Skills

• Data entry

• Data analysis skills

• Tally

• Documentation review

• Microsoft Office

• Microsoft Excel

• Microsoft Powerpoint

• Teamwork

• Collaboration

• Flexibility

• Multitasking

• Active listening

• Management

• Compliance management

• Interpersonal skills

• Organizational skills

• Loan origination

• Loan processing

• Quality audits

• Fraud prevention and detection

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