Kalyani Gopu
Vancouver,BC
Summary
Results-driven financial analyst at Berkadia Commercial Mortgage with expertise in loan servicing and risk mitigation, ensuring compliance with agreements and documents. Skilled in monitoring commercial and multifamily mortgage loan performance through detailed analysis. Proven track record of enhancing operational efficiency through cross-functional collaboration. Adept at presenting complex data insights to senior leadership for informed decision-making. Experienced in training new analysts and preparing investor presentations, streamlining processes and communication.
Overview
5
5
years of professional experience
Work History
Senior Financial Analyst
Berkadia Commercial Mortgage
02.2017 - 08.2022
- Enforced provisions of servicing agreements and loan documents to ensure compliance and mitigate risk.
- Monitored loan borrower's business plans and analyzed financial statements to determine the performance of a commercial/multifamily mortgage loans.
- Collaborated with cross-functional teams in loan servicing to drive process improvements and increase operational efficiency.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Performed quality checks of processed loans to evaluate efficiency of the team.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Assisted in preparation of presentations, data tables and other documents for investor distribution.
Education
Bachelor of Accounting - Accounting And Finance
Osmania University
Hyderabad, IndiaMBA -
New York Institute of Technology
Vancouver, BC09.2024
Skills
Financial statement analysis
Revenue trend analysis
Microsoft Excel
Research and Data Analysis
Advanced computer skills
Loan Administration & Surveillance
Loan Underwriting
Credit analysis
Timeline
Senior Financial Analyst
Berkadia Commercial Mortgage
02.2017 - 08.2022
Bachelor of Accounting - Accounting And Finance
Osmania University
MBA -
New York Institute of Technology
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