Headline

Associate loan servicing representative at Wells fargo

About

Associate Loan Servicing Representative Wells Fargo | Bangalore, Karnataka Jul 2024 – Present Conducted financial analysis on loan transactions — auditing statements, validating balances, and ensuring data accuracy across internal banking systems to maintain financial integrity. Performed daily aged reconciliation of loan records, identifying variances, trends, and exceptions; prepared and shared reconciliation reports with cross-functional teams. Prepared recurring MIS and operational reports including Utilization Reports, Query Reports, and BOD/EOD Reports for senior stakeholder review and decision-making. Processed internal and external loan documentation requests ensuring 100% compliance with audit standards, regulatory guidelines, and confidentiality protocols. Supported core loan servicing operations including disbursements, reconveyances, demands, and detailed account statement reviews. Liaised with attorneys, custodians, and external vendors to obtain and route sensitive documents, ensuring accuracy and timely delivery. Performed root-cause analysis on customer and stakeholder inquiries, delivering accurate resolutions while escalating critical discrepancies to management. Documented key action items and meeting outcomes by preparing structured Minutes of Meetings for process clarity and audit reference. Audited loan records processed by peers and senior associates to ensure adherence to compliance standards and accuracy benchmarks. Maintained strict confidentiality in handling sensitive financial information and client loan accounts in a regulated banking environment.

Location

Hoskote

Work experience

Associate loan servicing representative at Wells Fargo, Jul 2024 - Present · 1 yr 11 mos, India

Associate loan servicing representative at Wells Fargo, Jul 2024 - Apr 2026 · 1 yr 10 mos, Bengaluru, Karnataka, India

Education

Master of Business Administration - MBA, Finance and Human resources management, Jain (Deemed-to-be University)

Master of Business Administration - MBA, Finance and HRM, Jain (Deemed-to-be University)