Akshay Akshay

• Managed end-to-end loan verification, eligibility checks, and pends resolution to ensure timely disbursement.
• Validated loan details as per assessor approvals and assisted in final settlements.
• Oversaw KYC education and handled escalations, ensuring compliance and timely processing.
• Conducted QC checks and trained new joiners to maintain team performance and accuracy.
• Cross-skilled in loan restructuring, disputes, and triage functions.
• Conducted weekly error analysis to identify gaps, reduce issues, and enhance process efficiency

• Researched and updated missing cost basis using corporate actions for accurate gain/loss reporting.
• Applied corporate actions such as mergers, spin-offs, and stock splits for mutual funds, bonds, and equities.
• Calculated cost basis for securities using SMR, CSMR, CMR, and other events.
• Adjusted option premiums for buy/sell transactions and handled internal journal transfers.
• Awarded Summit Individual for productivity and accuracy; trained two associates across multiple projects.

• Submitted invoices to healthcare facilities for services rendered and assisted in timely reimbursement.
• Followed up on unpaid claims within standard billing cycles, ensuring accuracy and timely processing.