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Amrita Gupta

Loan Processing Analyst-Mortgage


Mumbai, Maharashtra
amritadhongde2_igx@indeedemail.com - +919619838835
An administrative personnel with proven ability to establish and archiving system for physical and electronic
documents and files in accordance with company's established procedures;
Possess extensive knowledge of electronic data management system, document controls, electronic filing
system, documents handover and technical library (coding/naming conventions) ;
Experience in interacting and coordinating with internal and external business partners;
Strong interpersonal, analytical and teamwork skills.

WORK EXPERIENCE

Loan Processing Analyst-Mortgage


JP Morgan Chase India Pvt. Ltd Co. (JP Morgan Chase &Co. Is - November 2012 to March 2015
Job Responsibilities:
Manage, organise and maintain the loan documents while ensuring the accuracy and timeliness through the
loan cycles;
Carry out the verification and coding of loan documents as per the organisation's established guidelines and
audit standard;
Review the submitted documents to ensure the loan file is completed and eligible for underwriters' approval;
Obtain any documentation, in case of being missed, needed to complete a loan file;
Responsible for uploading as well as updating records of all the loan related documents in the system;
Allocate the interest rate on a mortgage over a specified time period as per customers' specifications;
Carry out the reviews at all the levels to ensure the compliance with Home Mortgage Disclosure Act; and
Responsible for training employees on records management, procedures and policies.
JP Morgan Chase India Pvt. Ltd Co. (JP Morgan Chase &Co. Is - October 2005 to March 2015
an American Multinational banking and financial services .It is major provider of financial services)
Duration: Oct '05 till March '15

Reconciliation Analyst - Account Reconciliation (US Operations)


JP Morgan Chase India Pvt. Ltd Co. (JP Morgan Chase &Co. Is - December 2008 to October 2012
Job Responsibilities:
Receive the customers' request for assessing the market value of their respective shares and evaluate the
discrepancies, if any;
Review and reconcile the accounts of various clients of the company to ensure nil discrepancies in their cash
and share balances;
Collaborating with investment managers and client, in case of any discrepancy found in cash and share
balance;
Prepare and maintaining customers' manual accounts in Excel File; and Manage Customer Request box.

Processing Analyst -Receivable Operations (US Operations)


JP Morgan Chase India Pvt. Ltd Co. (JP Morgan Chase &Co. Is - October 2005 to November 2008
Job Responsibilities:

Receiving customer details on Cheques and Bills for payment purpose; and Verify the information provided
by customers and accordingly process the payment.

Supervisor
D2S Corporation Private Limited - October 2002 to September 2005
Company ( D2S is a data entry and Scanning service Company.D2S Corporation utilize advanced technologies
to convert large quantity of paper to electronic data usable in database and document management system.)
Duration: Oct '02 till Sep '05
Dept: Data Management
Designation: Supervisor
Responsible for maintaining the employee records for clients like JP Morgan Chase, Standard Chartered
Bank, Indian Oil and Thomas Cook among others;
Accountable for archiving the physical and electronic documents and providing the efficient data management
system; and Train and guide team members in their business unit activities.

EDUCATION

Bachelor of Arts in Economics


Mumbai University - Mumbai, Maharashtra
May 2001

ADDITIONAL INFORMATION
KEY SKILLS & COMPETENCY
Strong IT, database and communication skills;
Experience with document control packages like ;Work station, Deal Works, PBLOS, CAR, TL M
Excellent interpersonal skills;
Possess effective time management skills and ability to evaluate, prioritise, organise and delegate
assignments.
ACADEMIA
IT SKILLS
Ms- Word, Ms- Power Point
Advanced user of Ms-Excel-V Look-up, H-Look up, Pivot Table;
Adept in carrying out Internet Research

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