SREESHMA EP

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.

Key Skills

Analytical Skills
Leadership and management skill
Problem-solving skills
Decision making

Professional Experience

Aug 2020
Present
Financial Analyst
First source solutions Bangalore Urban, IN
Responsible for customer service, greeting customers, answering phones, sending emails and faxes to loan officers and agents, and tending to their needs.Responsible for opening new files, ordering title, clearing titles, writing binders, and other processing work to close files.Responsible for coordinating with loan officers, agents, customers and anyone else involved in the files to make sure closing happens.Responsible for collecting sensitive information (SSN, current contact information, bank account and routing information) from customers to ensure that all parties have correct information.Responsible for satisfying the underwriters conditions.Responsible for scheduling closings with all parties.
Jul 2019
Sep 2020
Financial Analyst
Fidelity National financial Bangalore Urban, IN
 
evaluate and validate the loan 
documents in behalf of mortgage 
organization.
➢ Worked in Loss Mitigation and Tax line 
Verification Team. Reviewed and 
verified borrower’s income, credit 
reports, employment histories and bank 
statements to calculate income and 
expenses.
➢ Thorough in gathering borrower 
information related to Property tax 
➢ Always taken a responsible position in 
the team by helping my colleagues to
understand and their solving queries to
perform the job better with good
quality.
➢ Worked in both day & night 

Education

Jun 2016
Jul 2018
MBA in Happy valley business school
Anna university
May 2013
Mar 2016
BBA in SNDP YSS College
Calicut University
May 2011
Mar 2013
Higher secondary school in Ghss pandikkad
State board

Certifications

2018
➢ MS Office Excel
Happy valley business school
2019
Student Engagement and learning program (SEAL)
Karvy stock
2019
Tally ERP 9 by TAASI , Coimbatore
TAASI

Achievements

Best performer
Best performer in the year of 2019 &2020

Quote

Nothing will work unless you do.

Maya Angelou

Hobbies & Interests

  • Cooking
  • Watching movies

Languages

English
(Fluent)
Malayalam
(Native)
Tamil
(Basic)
Hindi
(Basic)

Career Aspiration

I’m really driven to achieve both mine and the company’s goals and it's my belief that this stability will allow me to do so as I grow within this role. I'm a fast learner and don’t need much training. After that, I would look at becoming a manager. At the end of five years, I want to be the TL.

Get in touch with SREESHMA