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Josephine Hodgson

@josephinehodgson

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Senior Associate at Amherst Investment Management, improving BPO valuation accuracy and automating recurring processes.

India

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At Amherst(InvestmentManagement), I reviewed Broker Price Opinions to validate property valuations and worked with onshore teams to resolve discrepancies. I also automated recurring daily processes and developed SOPs to support consistent, accurate delivery.

At AdventumWealth(WealthManagement), I managed client property portfolios and coordinated property-related transactions with vendors and external stakeholders. Earlier, I supported mortgage underwriting at RoyalBankOfScotland(MortgageOperations) and delivered concierge and customer services at AmericanExpress(ConciergeService) and Convergys(CustomerService).

Experience

Work history, roles, and key accomplishments

Senior Associate - BPO Valuations

Amherst Investment Management

Sep 2023 - Sep 2026 (3 years)

Reviewed Broker Price Opinions to validate property valuations, ensuring accuracy and adherence to quality standards. Collaborated with onshore teams, automated processes, developed SOPs, and trained new joiners.

Broker Price Opinions (BPO) Review Property Valuation Process Automation SOP Development team training Stakeholder Management Report Generation

Operations Manager

Adventum Wealth

Jul 2021 - Sep 2023 (2 years 2 months)

Managed client property portfolios, monitoring performance and documentation. Coordinated with vendors and external stakeholders to ensure smooth execution of property transactions.

Portfolio Management Vendor coordination Stakeholder Management Client Services Documentation

Operations Analyst

American Express

Oct 2019 - Apr 2021 (1 year 6 months)

Delivered personalized concierge services to premium card members, handling travel, dining, and lifestyle requests. Managed client inquiries ensuring timely resolution and seamless customer experience.

Concierge Services Customer Service Client Management Problem Solving Communication Skills

Operations Analyst

Royal Bank of Scotland

Jan 2015 - Dec 2018 (3 years 11 months)

Reviewed mortgage applications and documentation to assess borrower eligibility and ensure compliance with underwriting guidelines. Maintained accurate records and adherence to SLAs.

Mortgage Underwriting Loan Processing Compliance Documentation SLA Adherence

Operations Analyst

Convergys

Nov 2012 - Jan 2015 (2 years 2 months)

Diagnosed technical problems and guided customers through step-by-step solutions. Managed customer interactions via phone and other channels, maintaining service quality and satisfaction.

Technical Support Troubleshooting Customer Service Communication Skills Issue Resolution