Experience

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  Aptara

  Apr 2012 - Apr 2014

  Financial analyst

  • Convert financial statements into XBRL format for US companies• Analyse financial statements including footnotes and map them to appropriate US-GAAP taxonomy elements• Create custom tags within financial statements and notes for line items that do not have appropriate US-GAAP tags in the current taxonomies• Ensure high standards of quality control while finalising client deliverables • On-board and train new employees in-line with internal policies and procedures

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  Xl dynamics india pvt. ltd.

  May 2014 - Jul 2019

  Settlement officer (senior analyst)

  XL Dynamics India Pvt. Ltd. is privately held corporation providing IT, audit and quality control outsourcing solutions to a defined clientele in the US mortgage industry.Key Responsibilities:• Review mortgage documents for errors in execution and ensuring all loan details are correct• Examine loan documents to ensure compliance with regulatory and internal procedures and policies• Point of contact for internal and external stakeholders, to assist with processing settlement request and resolving settlement queries via email• Liaise with settlement agents to ensure approval conditions placed by credit analyst are met and that missing information is followed up, received and validated to complete settlement• Work closely with Underwriting team, Document Drawing Team and other supporting teams to resolve settlement issues in order to expedite funding process• Work in high volume and fast paced environment on daily basis to meet deadlines by ensuring loans are funded correctly within agreed time frames• Able to think outside the box and identify red flags on settlement documents to escalate matters to the Compliance team and Team Leaders to hinder fraudulent transaction• Consistently exceeded (110% on average) on individual and team KPIs relating to both efficiency and quality standards • Scrutinize updates shared by Knowledge Base team and amend process checklists regularly• Prepare monthly quizzes based on latest updates and errors committed by the team, to shape staff training in enforcing policies and regulations within settlement procedure• Provide training to new employees in the team and track their performance• Evaluate escalations from customers/external stakeholders and provide comprehensive report to the Feedback team based on issues identified during the settlement process Show less

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  Self employed

  Jan 2020 - Jul 2021

  Relocation to melbourne