Rajeshwari Markandeya

Experience

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  Self-employed

  Jul 2015 - Sept 2017

  Freelance

  - Analysed 300+ stocks from NSE, managed portfolio worth 24+ Lakhs and achieved ~20% ROI.- Evaluated stock performance using fundamental analysis covering recent news, key ratios, dividends, holding pattern and technical analysis using tools like candle charts, Heiken Ashi.- Got Hands on experience in trading via multiple platforms like IIFL, Motilal Oswal.

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  XL Dynamics India Pvt. Ltd.

  Oct 2017 - Sept 2022

  Financial Analyst

  Key Responsibilities:- Pre Underwriting: Reviewed 100+ Veteran loan applications covering credit reports, validity and authenticity of documents, compliance with state and federal guidelines for pre-approval processing within 24 Hrs. - Underwriting: Leveraged industry leading underwriting systems and reviewed 300+ applications focusing on parameters like Debt-to-Income Ratio, Cash reserve, Credit Score, Collaterals before uploading for final review by Sr. underwriters.- Loan Boarding: Prepared 10+ ‘Loan Estimate’ docs (mentioning estimated interest, monthly payment, closing costs etc.); ensured 3 day delivery compliance and submitted 7000+ Rate Lock Agreements- Insurance Servicing: Tracked premium due for different home insurances along with expiry/renewal for 1000+ customers and liaised with TPA agencies for ensuring timely service and follow-up. Show less

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  Self Employed

  Oct 2022 - now

  Self Employed and Student

  - Stock analysis, key stocks, and managing personal portfolio.- Completing ‘The complete financial Analyst Course’, focusing on use of excel for financial analysis & modelling, accounting principles, financial statement analysis, cash flow-based valuation, budgeting