Eswar Balaji is a Senior Loan servicing Representative at wells fargo.
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Senior Loan Servicing RepresentativeWells Fargo Sep 2023 - Jul 2024Hyderabad, Telangana, IndiaExperience in managing both commercial and residential loan processes, demonstrating versatility and comprehensive knowledge in diverse lending environments.Reviewing complex budgets for construction companies.Possessing hands-on experience in Loan IQ, I effectively navigate and manage loan operations and understanding of the system’s intricacies.Reviewing complex financial documents.Working on different types of Draw requests like CRES, CLI, SBA.Maintaining draw details of team, doing QC of draws for team.Monitoring and working on disbursement of money to borrowers.Gate keeping and assigning tasks to team members.
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Process Associate (Accounts Payable / Accounts Receivable / Insurance Underwriting)Htc Global Services Feb 2022 - Sep 2023Accounts Payable (United Educators)Verifying and ensuring all the invoices received in concur.Creating vendor profile in the Application (SAP Concur)Verifying the received invoices and invoice codingPosting Re-class entries for the invoicesAccounts Receivables (United Educators)Fetching the Bank Statement on daily basisMaking a record of all the received payment & Confirming remit received for all the received payments.And processing all the received payments and updating into the applicationContact Clients via emails for payment queries.Working on 100% SLA casesUnderwriting Support (United Educators)Creating an new business SubmissionBackfilling on behalf of broker on client portalMaintaining Contact record in salesforceBinding the policiesAnalyzing Customer’s Queries and resolving the issue
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New Underwriting AssociateAccenture Solutions Private Limited Oct 2019 - Nov 2021Gather, organize and record information supporting the underwriting decisionReview income statements, credit scores and assets by adhering to the federal lawsEnsure loan submittals met internal & external eligibility requirements according to the loan product.Analyze financial data related to New, Renewal & Modification loan requests, Line credit, commercial Real Estate and equipment financing loans.Present facts and options / recommendations concerning applicant’s credit worthiness using the loan origination system.
Eswar Balaji Education Details
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Panimalar Engineering CollegeFinance& Marketing -
Ramakrishna Mission Vivekananda CollegeAccounting & Finance
Frequently Asked Questions about Eswar Balaji
What is Eswar Balaji's role at the current company?
Eswar Balaji's current role is Senior Loan servicing Representative at wells fargo.
What schools did Eswar Balaji attend?
Eswar Balaji attended Panimalar Engineering College, Ramakrishna Mission Vivekananda College.
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Eswar Balaji
Economics & Data Science Student | Passionate About Investment Banking | Financial MarketsChennai
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