Rohit Patil
@rohitpatil
Experienced in US Mortgage operations and Mutual Fund settlements, skilled in process management, reconciliation, and client coordination.
IndiaWhat I'm looking for
I am a finance professional with experience in fund settlements, mortgage loan processing, and financial analysis, bringing a detail-oriented and analytical approach to reduce operational risk and meet SLAs. I have driven reconciliation, stakeholder coordination, and process improvements at Northern Trust and XL Dynamics while ensuring compliance with regulatory and corporate policies.
I proactively upskilled during a recent hiatus, earning certifications in SQL and Tableau and developing proficiency in Power BI and advanced Excel to combine financial domain knowledge with data analytics. I am ready to contribute immediately with renewed focus and a commitment to operational excellence and continuous improvement.
Experience
Work history, roles, and key accomplishments
Analyst II
Northern Operating Services Pvt Ltd
Jan 2023 - Oct 2023 (9 months)
Processed and validated mutual fund trade settlements, ensuring timely reconciliation of cash and unit movements and resolving failed settlements to meet SLAs. Coordinated with custodians, fund managers and internal teams while maintaining compliance with AML/KYC and improving settlement processes to reduce operational risk.
Financial Analyst
XL Dynamics India Pvt Ltd
Sep 2020 - Aug 2022 (1 year 11 months)
Managed end-to-end mortgage pipeline for FHA, VA and Conventional loans, assessed borrower creditworthiness and coordinated with external partners to ensure timely closings while maintaining compliance with regulations and departmental KPIs. Resolved client queries and collaborated with underwriters to streamline processes.
Education
Degrees, certifications, and relevant coursework
Pimpri Chinchwad College of Engineering (PCCOE)
Master of Business Administration, Finance
2018 - 2020
Completed a Master of Business Administration with a specialization in Finance from Savitribai Phule Pune University between 2018 and 2020.
Kisan Arts, Commerce and Science College, Parola
Bachelor of Commerce, Finance
2013 - 2017
Completed a Bachelor of Commerce with a focus in Finance from Yashwantrao Chavan Maharashtra Open University between 2013 and 2017.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
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