Financial Analyst Customer Support
Resume:
Pooja Roy
Bloomington, IN
861.4659
***************@*****.***
https://www.linkedin.com/in/pooja-roy-0b7827142
1
SUMMARY
* ***** ** *****ience as financial analyst, customer relations and documents verificatio/Coordinator & validation. Excellent bi- lingual communication and coordination management skills among cross-functional global teams EXPERTISE
Database Maintenance
Data verification
Job verification
Assess loan worthiness
Background check
Credit check
Work in Global Teams
Round the clock global
customer support
EDUCATION
Bachelor of Accounting & Finance; graduated in 12/2017 N. G. Bedekar College of Commerce; Thane, India
Graduated with a focus on Financial Markets
PROFESSIONAL EXPERIENCE
From verifying candidate identity upfront to pre-hire screening solutions like criminal background checks, drug screening, verifications, and post-hire monitoring that helps promote trust and safety Senior Verification Coordinator / Specialist: 5/2023 – 6/2024
Verification for candidate's past job documents.
Handling the outbound and inbound emails.
Coordination with the candidates for collection of pending documents. Handling escalated clients emails via emails and fax.
Emailing candidates about the required documents to process the Verification within ETA.
Emailing clients for approval of changes required for processing the verification. We are a privately held corporation providing IT, audit and quality control outsourcing solutions to a defined clientele in the US mortgage industry.
Pooja Roy
5611 W Tensleep Rd,
Bloomington, IN 47403 ***************@*****.***
Cell- 248. 861.4659 https://www.linkedin.com/in/pooja-roy-0b7827142 2
Associate Analyst (Financial Analyst): 2/2021 – 9/2022
Sending 150-200 emails to borrowers for pending documents.
Taking follow ups with the correct team and proving correct resolution within the ETA via emails and chats. Closure of loan process within ETA.
Assess loan worthiness and review financial statements. Handling borrower’s grievances via emails and chats. Configure financial data and documents in the system.
Perform verifications as per the process to determine authenticity of data. Generate final agreements for execution.
Contribute to team effort by accomplishing related results as needed. Analyzing the loan repayment ability of borrower.
Maintaining each and everydata of all parties involved in the loan
Maintain database by entering, verifying and backing up data and documents in the system This is a general insurance company in India. It is engaged in general insurance, reinsurance, insurance claims management and investment management.
Customer Service (Customer Relationship Manager): 6/2018 – 12/2020
Priority Department,
Claims department work,
Handling Irate Customers via emails & chat, Verification of claim documents,
Settlements of claims,
BPO outsourcing company in India; offers multiple predefined services and expertise that thrive in these domains.Their support services include Customer Experience Management, Lead Generation, Back-Office Support, Finance & Accounting, Digital Transformation, and Robotic Process Automation. Customer Service Agent: 4/2017 – 6/2018
Arrangement of events via emails, chats and calls.
Arranging business Events for Dun & Bradstreet co.
Arranging site visits for Piramal Housing projects. We are a privately held corporation providing IT, audit and quality control outsourcing solutions to a defined clientele in the US mortgage industry.
Pooja Roy
5611 W Tensleep
Rd, Bloomington, IN
47403 Cell- 248.
861.4659
***************@*****.***
https://www.linkedin.com/in/pooja-
roy-0b7827142
3
PROFESSIONAL SKILLS
Languages
Hindi (speaking and writing), Basic level Marathi and Bengali
Technical Writing: Prepared many documents to organize findings and fulfill the purpose of the project to clients. These reports include the credit check, verification results, background check results etc. Software
Microsoft Word and
Excel
Adobe acrobat
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