Shivani Patni

• Star performer of the month for Jan’22. • CAD A accredited underwriter, authorized to sanction million, undergone voice training for better written and verbal communication. • Understanding Australian mortgage policies and analyzing applications through various documents like reports, contract of sale, statement of position, income statements. • Provided feedbacks to the automation teams regarding tool, WS, HEM calculator, Retail lending system, etc. • Checking dedupe, resolving queries of brokers final decision of the assessment. • Responsible for collating the data on a regular basis and representing the output and status of the application of the team through excel.

• Star performer of the month for July & Sept. • Represented the state as a Deputy Zonal Credit Officer. • Analyzed the loan files by visiting the customers on field/telephonic, filling the gaps in the loan files, evaluating the income & credit risk. • Responsible for resolving the queries of Field employees, Training the junior COs & approving the selected conditions post POC. • Managed a team of 3 COs in the absence of ZCM and regularly provided updates related to loan files. • Responsible for presenting and managing the quarterly TAT reports using pivot table on excel.

• Retrieved the data of various Health supplement companies around USA. • Learned Online Processing, Packaging, and Emailing.

• Convinced about 100+ customers for EMI payment through Bajaj. • Filled 500 data entries of Bajaj customers in two days.