Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Client-administrator
Wilmington Trust (London) Limited
06.2022 - Current
Working closely within loan agency transfers team/Relationship Mangers (Client services). Maintained personnel records and updated internal databases to support document management.
Setting up Client accounts as per procedure in internal systems and creating ticklers for Monthly, Quarterly & Annual financials in account control system in timely manner.
Registration of collaterals when received and being point of contact for all client financials/securities queries.
Collected, validated, and distributed information to employees.
Helping relationship managers in multiple tasks. such as sending reports, follow up with clients.
Actively participated in internal process improvement projects.
Generated reports to suggest corrective actions and process improvements using best practices.
Trained junior team member on process.
Networked with industry professionals to exchange best practice knowledge and stay abreast of latest developments.
Loan Documentation Specialist
Wells Fargo India Solutions
03.2016 - 07.2019
Worked within Loan agency (Closing support )
Mainly under montagage insurance team.
Carefully reviewed all documents and reports for completeness and accuracy.
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Calculating premium amounts.
Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
Allocated unique document numbers to internal documents and incoming external documents and tracked in database.
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Corroborated on-time payments and meeting of loan terms by assessing customer accounts.