Evaluation of income documents and Income Eligibility and decisioning of 8-10 files daily in Pre-Risk Team.Working on Conventional and VA Loan for Full Submission, Tru Approvals and Pre- Approvals.Analyzing Paystubs, W2 forms, Pension Income documents, 1120S, 1065, Schedule C, Rental Income, Profit &Loss and Balance Sheets along with Bank Statements and Tax Returns. Understanding of financials and taking decisions based on income related to approval, conditional approvals ordecline of loans using ratios and FICO Scores following Fannie Mae and Freddie Mac guidelines.

Composed 4 Equity Research Reports of different Companies in FMCG & BFSI Sector listed on NSE.Analyzed and developed investment strategies of buy or sell decisions of stocks.Managed portfolio with Dummy Cash of 2 Lakhs with an increase in Net Worth by 20%.

Documented 15 Equity Research Reports listed in BSE based on Top Down and Bottom Up Approach.Analyzed ROI, prepared Dividend Tracker Report and comparison of performance of 15 companies listed on Stock Exchange

Explored NBFC Sector by secondary research on effect of COVID-19 on MSME sector in last 6 monthsPrepared a report on future of NBFC and showing V shaped Recovery in Dec’2020Drafted a research report on the Future of NBFC post Covid-19- Comparative Analysis of 5 banks in BFSI Sector

Streamlined query resolution and processed average of 30 files in a day and Prepared MIS on daily basis.Focusing on providing greater service quality to the customers and to make them aware about the stage inwhich their file is pending, taking corrective action & moving file forward by clearing pending requirements.Handpicked by regional head of operations from among 10 CROs to lead pilot project with Company which involved team management.

Maintained daily operations of the firm and preparation and management of expenses like petty cashAssigned work allocation to the team based on the requirements of the clients on day-to-day basisOversee the duties of the accounting team and help in preparation of financial statements.Handle monthly, quarterly and annual closings and ensure timely bank payments.