Accamma B D
International City,Dubai,
Summary
Dedicated Financial Analyst with 4.6 years of experience at Wells Fargo Bank, specializing in US Mortgage Retail Banking services. Demonstrated expertise in financial analysis, risk management, process improvement, compliance auditing and quality assurance. Proven ability to deliver results in fast-paced, dynamic environments, ensuring high-quality output and stakeholder satisfaction. Skilled in maintaining organized documentation, resolving transactional issues, and collaborating effectively with cross-functional teams. Seeking to leverage expertise in a dynamic accounting role to support financial integrity and operational excellence.
Overview
2020
2020
years of post-secondary education
1
1
Certification
Work history
Financial Analyst (Loan Documentation Processor)
Wells Fargo - Retail Banking
Bangalore, India
07 2020 - 01 2025
- Conduct risk analysis associated with mortgage properties, ensuring all risks are adequately covered under policy.
- Reviewed home insurance policies to identify and escalate potential risks to underwriters.
- Coordinated with international stakeholders and responded to queries effectively, ensuring process compliance.
- Performed customer due diligence using appraisal reports, credit reports, hazard, wind, and flood documentation.
- Acted as RMC SPOC, compiling and submitting monthly risk reports to management.
- Supported team performance by tracking errors, providing feedback, and conducting training sessions.
- Suggested and implemented process improvements, two of which were approved for organizational adoption.
- Maintained up-to-date knowledge of industry changes, safeguarding company against unexpected market shifts.
- Completed all tasks ahead of deadlines whilst maintaining high levels of accuracy.
Education
Bachelor of Commerce - Accounting & Finance
Cauvery College, Mangalore University
04/2016 - 05.2019
Skills
- Financial Analysis & Risk Management
- Organizational Skills
- Advanced MS Office Skills (Excel, Word, PowerPoint)
- Tools Expertise: Tally ERP 9, CORE, SAM, LDP/GSA
- Transaction Monitoring
- Financial Reporting
- Compliance Audit
- Quality Assurance
- Real Estate Transactions
- Leadership & Team Training
- Customer Due Diligence (CDD)
SOFT SKILLS
- Observation
- Decision making
- Communication
- Multi-tasking
Languages
English
Fluent
Hindi
Fluent
Accomplishments
- Awarded "Wells Fargo Champion" multiple times for exceptional contributions, including during peak volumes.
- Maintained a record of 100% quality in processing tasks.
- Received "Happy Team of the Year Award" (Retail Operations) in 2022.
- Recognized with Above & Beyond Awards for critical process contributions.
- Consistently ranked among top performers in YTD evaluations (2022-2024).
Certification
- Agile Scrum Foundation (Simplilearn Platform)
- Agile Scrum Master (Simplilearn Platform)
Timeline
Financial Analyst (Loan Documentation Processor)
Wells Fargo - Retail Banking
07 2020 - 01 2025
Bachelor of Commerce - Accounting & Finance
Cauvery College, Mangalore University
04/2016 - 05.2019
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