Neeraj

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Neeraj Kumar PROFILE

Actively looking forward to a bright career in finance, and operations, to achieve


Gupta success by working in a dynamic organization and contribute in all ways can develop
new skills that will be useful to me as well as for the organization.

Dublin
Employment History
Mortgage Specialist –Permanent T.S.B.
Ireland
Present
• Stay informed about the current mortgage market, interest rates, and
available loan products from various lenders.
• Assist clients in completing mortgage loan applications, ensuring all
required documentation is submitted accurately and on time.
Links • Ensure that all mortgage transactions comply with relevant laws and
regulations.
• Handle any issues or challenges that may arise during the mortgage
application process.
• Utilize Excel, financial software, and other tools to build robust models
and perform sensitivity analysis.
• Educate clients about various mortgage options, terms, and the overall
home buying process.
• Act with integrity and transparency, always putting the best interests of
the clients first.

Operations Analyst –Bank of America


Teamwork AUGUST 2020 — JULY 2022
• Responsible for accurately and efficiently processing various types of
Communication Skills banking transactions, such as deposits, fund transfers, and loan payments.
• Providing management with regular reporting and analysis of current
Microsoft Tools workflows
• Assist customers with account-related inquiries, including balance
inquiries, transaction investigations, and account maintenance tasks.
• Help customers navigate through digital banking platforms and
troubleshoot any issues they may encounter.
Hobbies • involved in identifying opportunities for process improvement within the
operations department.
• Utilize Excel, financial software, and other tools to build robust models
Adventure sports,
and perform sensitivity analysis.
Listening music
• Work closely with other teams within the bank, such as the customer
service team, risk management team, and compliance team, to ensure
smooth operations and provide support whenever necessary.
• Responsible for ensuring that all operations and transactions adhere to
English relevant regulatory guidelines.
• Worked as an active associate of Escalation team, resolving issues or
complaints that have been escalated to a higher level of authority.
• Provide input into key projects/initiatives across the bank.

Education
MSc. In Finance, National College of Ireland, Dublin.
SEPTEMBER 2022 — AUGUST 20 23
Portfolio Management | Risk and Derivatives | Financial Modeling | Asset
Valuation | Corporate Finance | Financial Regulation | Ethics & Governance

Bachelor of Business Administration, Lovely Professional


University – India.
August 2017 — July 2020
Financial statement analysis | Marketing Management | Financial account |
Business Management | Supply Chain
EXTRA-CURRICULAR ACTIVITIES
Team Member - Intern, N.A. SIDDIQUI & CO – India.
JUNE 2019 — JULY 2019
• Interact with clients, responding to inquiries, assisting with document
requests, and providing general support.
• contribute to research projects and assist in preparing reports or memos
on various accounting and financial topics.
• conducting financial analysis by analyzing financial data, creating reports,
and providing insights to help clients make informed decisions.
• worked with accounting software, spreadsheets, and other tools
commonly used in the industry, such as QuickBooks, Excel
Certification
Investment Banking – JP Morgan JUNE 2023
Bloomberg market concepts FEBRUARY 2023
NSE Academy Certification in Financial Markets. MARCH 2020
Google Digital Garage.

Member of Student union and international society, N.C.I Dublin


SEPTEMBER 2022
Member of style society, National College of Ireland.
January 2023

References

References Available upon request.

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