1. Vivek Solanki
PGD in Finance Management
Address:
B/401, Hari Om Arcade,
Manpada Road,
Opp-Modern Pride Hotel,
Dombivli(East).
Pin â 421 201.
E-mail Address:
vivek_175@yahoo.co.in
Mobile No.:
+91-9022355188/+91-9594489118
Respected Concern,
I would like to take this opportunity and apply for the current job vacancy in your company.
You will see from my resume that my experience has been gained in careers not directly related to job
requirement. However Being Finance professional, I am looking to develop strong analytical skills in the
area of finance and build a successful career.
Worked within the industry for five years, I have developed many transferrable skills such as time
management, multi-tasking, team leading, process automation and process setup, research, coordination
that would meet, and exceed the expectations for the role.
I am sure that you are looking for a person like me not only because of my vast experience and strong
educational background; but also, because I possess outstanding computation and analysis skills, a good
way to deal with people, and a strong head for numbers.
I am currently looking for job and would relish the opportunity to immediately bring the success to your
company.
I am looking forward for your response, so that we can discuss briefly this opportunity even further. If
possible can you please give me a call at 9022355188 or e-mail me at vivek_175@yahoo.co.in your
earliest convenience. I would like to thank you for giving your time and considering in reviewing my
documents.
Sincerely,
Vivek Solanki
Enclosure: Resume.
2. Vivek Solanki
PGD in Finance Management
Address:
B/401,Hari Om Arcade,
Manpada Road,
Opp-Modern Pride Hotel,
Dombivli(East).
Pin â 421 201.
E-mail Address:
vivek_175@yahoo.co.in
Mobile No.:
+919022355188/+919594489118
Seeking a challenging role in the area of Finance â Research & Analysis to contribute towards
organizational success and to reach higher echelons
Young, energetic and result oriented professional with 5 Years of total experience in Finance of which
having core experience of more 3 years in Global Fund Services with Syntel and Oracle Financial services ;
Result-oriented decisive leader with proven success in operations, and problem solving; tendency to thrive
in dynamic and fluid environments while remaining pragmatic and focused
⢠Sound knowledge of new Capital Markets and Mutual Funds Sector
⢠Adapt at working in high pressure environments with strict deadlines and multiple deliverables
⢠Superior communication and interpersonal skills, multitasking with an ability to interact with a wide
range of people
CORE COMPETENCIES & INTERPERSONAL SKILLS
ďś CORE COMPETENCIES
⢠Reconciliation Specialist
⢠Transactions Processing
⢠Financial Research and Analysis
⢠Fund Accounting Management
⢠Mortgage Processing and
Underwriting
⢠Quality Control and Auditing
⢠Fostering Teamwork
⢠Fostering Innovation
⢠Attention to Communication
⢠Results Orientation
⢠Customer Orientation
⢠Core Knowledge of Capital Market and
Financial Products.
ďś INTERPERSONAL SKILLS
⢠Quick learner
⢠Co-ordination
⢠Ability to take constructive Criticism
⢠Team Player
⢠Managing Change
⢠Assertive
⢠Proactive & Industrious
⢠Analytical Thinking
⢠Decisiveness
⢠Caring attitude with inherent
compassion
⢠Believe in Continuous Learning and
consistent performance.
3. WORK EXPERIENCE
ď XL Dynamics India Pvt Ltd
Duration: Feb 2014 to Till date
Process: Loan Cost Estimate disclosure Compliance (Process QC)
Role and Responsibilities
⢠Audit files for accuracy of the Loan cost Estimate , Til, itemization, du, rate lock,
disclosures, mortgage insurance and terms
⢠Provide corrections to Loan cost Estimate and Til's when needed including providing
re-disclosures
⢠Review itemization to ensure fees are correct and marked correctly as apr or non apr
and match HUD-1
⢠Review Loan cost Estimate for fee accuracy, cash to close, 10% tolerance, terms and
match GFE
⢠Compare the HUD, Loan cost Estimate, note, deed of trust and escrow disclosure
statements for accuracy and cohesiveness in regards to RESPA( title, origination fees,
borrower/seller information and government fees)
⢠Review flood, title, appraisal, closing protection letter, hazard insurance, and the flood
insurance for the correct address, borrower information and coverage if applicable
⢠Created training documents and procedure
⢠Trained new employees
Achievements: Got promoted within 9 month from joining. Got appraisal and
salary hiked.
ď Oracle (OFSS) Financial Services Pvt. Ltd
Duration: Aug 2011 to April 2013
Process: Accounting Cash reconciliation (US mutual fund)
Role and Responsibilities
⢠Reconciling 100 accounts held with client on a monthly basis and doing a two way and
three way reconciliation.
⢠Working on Portfolio Accounting Management (PAM) tool for updating the day or day
transactions in to accounting.
⢠Owning the responsibility of the process of downloading the bank statements on bulk
level and report the same to the US based client directly.
⢠Getting involved in In-depth researching, investigations and inputting of
correct coding for the relevant teams for future analysis
⢠Providing training to the new joinees on the Capital Market as being the part
of Induction Training Team.
⢠Managing portfolios for US based client as a part of Portfolio Accounting
Management activity
⢠Developing strong relations with Client by communicating through mails on daily basis.
⢠Sending sign offs to the client on successful completion of portfolio reconciliation.
Achievements: Assigned project of automation of current process with the
help of Macros
4. ď Intelenet Global Services Ltd.
Duration: Dec 2009 to Nov 2010
Process: US Healthcare.
Working for leading healthcare services provider of US known as Apria Healthcare.
Apria healthcare is provider of different medical services to their patient also acting
as a middlemen between Insurance co. and Insured (Patient) to get claim benefit.
Role and Responsibilities
⢠Dealing with Apriaâs customers who are using different medical services of Apria and
ensure regular payment for services used by customers from insurance companies. To
ensure payment by Insurance companies we are sending Document to Insurance
companies Known as âAuthorisationâ.
⢠Ensuring daily target completion and also communicating with team about
reasons if target not achieved.
⢠Communicating with Clients about new changes in Process and also
Informing Team about new changes.
⢠Maintaining proper reports of queries and resolution provided by client.
⢠Providing on floor training to new joiners and preparing reports of training
and forwarding to managers and respective higher management.
⢠Managing team and assigning work via queue monitoring.
⢠Regular error discussion and taking briefing with team mates.
Achievements: Handling Team and Providing Training and Mentoring team
regarding process.
ď Syntel sourcing PVT LTD.
Duration: May 2008 to July 2009
Process: UK (International Financial Data Services-IFDS)
IFDS have various UKâs Mutual fund investment management company as their
client. Itâs basically a third party, who process on behalf of Investment companies
available in UK financial market.
.
Role and Responsibilities
⢠Dealing with the mutual fund of UK stoke market through IFDS which is Third Party
Administration handling back office work for UK Mutual Fund of management
companies like M&G, Prudential, St. James Place, Foreign and colane, New Star , Virgin
Money, Gartmore. It is very live process as we have to finish the dealing work before
Valuation Point which is 12 pm as per UK time every day.
⢠Calculation of RSF (Regular Saving facilities) on clientâs account.
⢠Also worked as quality checker of above mention work type.
⢠Calculation profit & loss on cancelled deal after valuation point according to two
different prices as per two different valuation point.
⢠To ensure 100% accuracy and total data security with minimal error. Sorting the
scanned post received by server, as per work type.
⢠Helping the team mates to meet the set SLA.
⢠Quality checking of all the above work type types according to the
specifications
⢠Rectification of the errors which required amendments
⢠Managing team and assigning work via queue monitoring (AWD)
5. Achievements: Learned about corporate behaviour and improved communicative
skills.
ACADEMIC QUALIFICATIONS
⢠PGD in Finance from NMIMS (Distance learning) in 2014
⢠BMS(Finance) from S. K. Somaiya College (Mumbai University) in 2008 with 66.58%
⢠HSC from S. K. Somaiya College (Maharashtra Board) in 2005 with 66.83%
⢠SSC from K. B. Vira High School (Maharashtra Board) in 2003 with 66.93%
IT FORTE
⢠Well versed with MS Office (Word, Excel & PowerPoint) and Internet Applications.
⢠Well versed with various Trade Settlement and Reconciliation Systems.
⢠Wells versed with People Soft (Oracle) General Ledger system.
⢠Wells versed with SUNSOFT Mortgage processing system.
PERSONAL INFORMATION
Date of Birth: 17th May, 1988
Marital status: Married
Nationality: Indian
Language known: English, Marathi, Hindi and Gujarati
I hereby declared that to the best of my knowledge and belief, the above particulars given are
true.
6. Achievements: Learned about corporate behaviour and improved communicative
skills.
ACADEMIC QUALIFICATIONS
⢠PGD in Finance from NMIMS (Distance learning) in 2014
⢠BMS(Finance) from S. K. Somaiya College (Mumbai University) in 2008 with 66.58%
⢠HSC from S. K. Somaiya College (Maharashtra Board) in 2005 with 66.83%
⢠SSC from K. B. Vira High School (Maharashtra Board) in 2003 with 66.93%
IT FORTE
⢠Well versed with MS Office (Word, Excel & PowerPoint) and Internet Applications.
⢠Well versed with various Trade Settlement and Reconciliation Systems.
⢠Wells versed with People Soft (Oracle) General Ledger system.
⢠Wells versed with SUNSOFT Mortgage processing system.
PERSONAL INFORMATION
Date of Birth: 17th May, 1988
Marital status: Married
Nationality: Indian
Language known: English, Marathi, Hindi and Gujarati
I hereby declared that to the best of my knowledge and belief, the above particulars given are
true.