Swati Sinha

Perform detailed analysis of the customer and their business to determine affordability by reviewing customer credit history and performing proper asset evaluation in accordance with established guidelines

• Properly structure and document your analysis on loan applications through the company's credit decisioning system

• Monitor loan application exceptions and overrides for proper approval and documentation for speedy and justifiable resolution

• Report and escalate any unusual occurrences or fraudulent activities in the loan application process per established procedures

• Meet established credit turnaround requirements and contribute to portfolio performance goals

• Contribute to managing the application process to improve speed, quality, and compliance

• Work directly with Sales and Operations teams to appropriately understand and manage risk and ensure required approval stipulations are met

Maintained and set mortgage interest rate and loan programs to remain competitive in market.

• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Maintained updated records of all financial transactions to support traceability.
• Conducted financial modeling and analysis to identify and assess risks in business operations.
• Analyzed and interpreted financial data to inform business decisions.
• Coordinated sales operations, optimizing client relations and negotiation outcomes.
• Implemented financial analysis tools enhancing sales forecasting and decision-making processes.

• Volunteered to help with special projects of varying degrees of complexity.
• Established administrative work procedures to track staff's daily tasks.
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
• Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
• Facilitated timely delivery of special projects to meet organizational and departmental objectives.

• Performed data entry and completed proper paperwork.
• Completed physical inventory counts each month.
• Corresponded with carrier representatives to make arrangements and provide instructions for shipment and delivery of orders.
• Rejected damaged items, recorded shortages and corresponded with shippers to rectify issues.

• Followed through with leads to close sales over phone, in office and during external consumer engagements.
• Provided written and oral feedback on market conditions, goal attainment and performance appraisals.
• Communicated relevant information to internal and external stakeholders.
• Completed media training for live interviews and other public-facing communication.

• Managed B2B marketing campaigns and strategic initiatives, resulting in a 30% increase in market engagement.
• Coordinated sales operations, optimizing client relations and negotiation outcomes.
• Implemented financial analysis tools enhancing sales forecasting and decision-making processes.