Soumya Vaz
Operations Processor
Dubai
Summary of Career
1. Experienced in the field of Financial Operations, Taxation, Credit Analysis and Mortgage Servicing.
2. Handled clients concern with regards to the credit reporting.
3. Handling Accounts and ensured the financial transactions are accurate by providing sufficient documents to the banks to ensure the information accuracy.
4. Filling Taxes and managing petty Cash payments of the borrowers
5. Performing an in- depth review of the Credit card and Loan application received from the CC Assistant or sales representative.
6. Updating and maintaining customer record on CRM and MIS
7. Good knowledge in Advanced MS Excel
8. Excellent communication skills
9. Good networking skills, a team player and skilled at multi-tasking.
10. Good customer service skills
Experience as Advanced Associate
Ernst & Young, India
05 December 2011
30 September 2012
•Interacting with the clients to receive tax information from previous service provider.
•Created Tax products for various clients.
•Efficiently worked on various client reports sent by different country.
•Validating and sorting the data using macros.
•Maintenance of Global EY Tools -Update the data and pull customized reports based on client’s requirements.
•Communicating with the global teams and clients through calls and emails for regular updates and general co-ordination.
•Buddy Training new hires based on the process.
Experience as Research associate
Ocwen Financial Solutions India Private Limited
05 March 2014
05 May 2016
•Liaising with clients to ensure timely recovery; following up and monitoring of delinquent advances.
•Evaluated requests for new loan facilities, Upgrading& Amendments.
•Ability to recognize the credit worthiness of the customer within timeframes and implement appropriate Credit initiation procedures.
•Reviewed borrower’s financial history via Bank Statements & other financial documents.
•Handled the borrower's concern pertaining to the miscellaneous fees assessed on the property.
•Responsible for all aspects of residential and unsecured loan payment processing, loan adjustments, collector inquiries, research issues, journal entries and daily reconciliation of processed items.
Experience as Customer Care executive
THRIFTY CAR RENTAL
28 April 2018
21 November 2019
•Dealing with customer enquiries about the availability and cost of vehicles.
•Taking bookings and explaining the terms of rental or leasing agreements.
•Coordinated with different departments based on the customers enquiries.
•Completing paperwork with the customer and taking payments.
Experience as Operations Processor
03 December 2019
29 February 2020
•Performing an in- depth review of the Credit card and Loan application received from the CC Assistant or sales representative.
•Analyzing and assessing the Debt- Burden Ratio of the credit card applicants
•Assessing the credit standings of applicants through background research.
•Performing a back ground verification of the client through calls to the customers workplace and also with the client .
•Control & monitor process for regularization of incomplete documents and ensure timely follow-up.
•Update and maintain loan files and perform pipeline management to ensure movement of applications.
•Identify or trace checks, deposits, processing errors, etc.
•Updating and maintaining customer record on CRM and MIS.
Master 07 September 2011
MBA Specialization in Finance and HRBachelor 25 May 2010
BBA specialization in Finance and HR