Pooja Shree
@poojashree
Loan Officer at HDFC BANK who assessed credit risk and recommended financial products.
IndiaWhat I'm looking for
At HDFC BANK, I processed loan applications, assessed credit risk, and evaluated customer profiles to recommend suitable financial products.
At HCL TECHNOLOGY, I conducted voice due diligence and explained complex medical terms to US patients.
I also developed reports and dashboards to visualize key performance indicators and support operational insights.
At Reliance trends, I processed transactions and resolved customer issues. I hold a Bachelor of Commerce in Accounting & Finance and have beginner certifications in Power BI and Tableau.
Experience
Work history, roles, and key accomplishments
Loan Officer
HDFC Bank
Aug 2026 - Oct 2026 (2 months)
Processed loan applications and managed customer interactions efficiently. Analyzed credit risk to determine loan approvals, ensuring compliance and minimizing exposure.
Conducted voice due diligence, communicating complex medical terms to US patients with exceptional clarity. Developed comprehensive reports and dashboards to visualize key performance indicators.
Customer Service
Reliance Trends
Apr 2022 - Apr 2024 (2 years)
Processed transactions accurately and efficiently, enhancing customer service satisfaction. Resolved customer issues professionally, maintaining high service standards.
Education
Degrees, certifications, and relevant coursework
Dr. MGR Institute
Bachelor of Commerce, Accounting & Finance
2021 - 2024
Grade: 8.3 CGPA
Pursued a Bachelor of Commerce in Accounting and Finance, achieving a CGPA of 8.3.
SRM Secondary School
Higher Secondary Certificate, General Studies
2020 - 2021
Grade: 82%
Completed Higher Secondary Certificate (HSC) with 82%.
SRM Secondary School
Secondary School Leaving Certificate, General Studies
2018 - 2019
Grade: 68%
Completed Secondary School Leaving Certificate (SSLC) with 68%.
Microsoft
Microsoft Certified: Power BI Data (Beginner), Data Analytics
Certified in Power BI Data at beginner level.
Tableau
Tableau Desktop (Beginner), Data Visualization
Certified in Tableau Desktop at beginner level.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
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