
Timeline
About me
Loan Processing Officer- Manager | Loan Processing, Credit Monitoring, Loan Servicing
Education
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Corporate finance institute® (cfi)
2022 - 2022Financial modelling & valuation analyst(fmva) finance, generalThe CFI Financial Modelling and Valuation Program is a premier global certification program which aims to equip professionals with industry standard application of financial theory.The core curriculum for the program includes: Building a 3 statement financial model to forecast a business financial performance into the future. Perform a valuation analysis using comparable company and precedent transactions analysis Assess the profitability, efficiency, returns, and value… Show more The CFI Financial Modelling and Valuation Program is a premier global certification program which aims to equip professionals with industry standard application of financial theory.The core curriculum for the program includes: Building a 3 statement financial model to forecast a business financial performance into the future. Perform a valuation analysis using comparable company and precedent transactions analysis Assess the profitability, efficiency, returns, and value of a business using common financial ratios and analytical tools. Show less

Panjab university
2013 - 2015Master of commerce business/commerce, general
Panjab university
2010 - 2013Bachelor of commerce - bcom business/commerce, general
Experience

Punjab national bank
Jul 2016 - Dec 2020 Analysed credit data and financial statements around earnings, savings data, past payment history and purchase activity to determine credit limit and terms of payment for individual customers. Collected and reviewed loan applications and communicated with clients to understand their requirements, financial situation and future goals. Executed entire loan origination process and ordered credit reports, appraisals and preliminary title reports from multiple channels and platforms. Analysed client financial documents and visited their business premises to measure compliance and make recommendations for loan grants. Show less
Loan Processing Officer- Manager
Apr 2020 - Dec 2020Loan Processing Officer - Assistant Manager
Jul 2016 - Mar 2020
Licenses & Certifications
- View certificate
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Business valuation modeling part ii
Corporate finance institute® (cfi)Jul 2022 
Certificate iv in finance and mortgage broking
Entry educationJul 2024- View certificate
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Budgeting and forecasting
Corporate finance institute® (cfi)Jun 2022 - View certificate
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Mergers & acquisitions financial modeling
Corporate finance institute® (cfi)Jul 2022 - View certificate
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Excel fundamentals – formulas for finance
Corporate finance institute® (cfi)Jun 2022 - View certificate
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Financial analysis fundamentals
Corporate finance institute® (cfi)Jun 2022 - View certificate
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Scenario & sensitivity analysis
Corporate finance institute® (cfi)Jun 2022 
Junior associate of the indian institute of the bankers
Indian institute of banking and financeApr 2017- View certificate
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Fp&a monthly cash flow forecasting
Corporate finance institute® (cfi)Jun 2022 
Certified associate of indian institute of bankers
Indian institute of banking and financeOct 2018
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