Summary
Overview
Work History
Education
Skills
Disclaimer
Awards
Conferences And Publications
Timeline
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KIRTI BAJAJ

Ambala,Ambala

Summary

Dynamic professional with a proven track record at Wells Fargo, excelling in cross-functional collaboration and compliance management. Recognized for outstanding problem-solving abilities and effective communication, driving successful outcomes in testing and issue resolution. Committed to delivering exceptional customer service and fostering strong international client relations.

Overview

7
7
years of professional experience

Work History

Team Lead

Wells Fargo
Bangalore, India
04.2024 - Current

• Collaborate with onshore partners and cross-functional teams to test and validate new system functionalities.
• Execute end-to-end functional testing, identify defects, and coordinate issue resolution.
• Participate in Risk and Control Self-Assessment (RCSA) activities.
• Develop process maps and flowcharts for current and future state processes.
• Create and manage tickets to track issues and remediation actions.
• Ensure compliance with internal testing and RCSA standards.

Senior Analyst

Johnson Controls International
Gurgaon, India
09.2022 - 04.2024
  • Negotiated immediate payments or timely arrangements for outstanding invoices through high-volume customer calls.
  • Collected payments aligned with due dates, ensuring consistent cash flow management.
  • Discussed account delinquency issues with management to tailor resolution strategies effectively.
  • Provided prompt follow-up on agreed payment arrangements, managing disputes and escalations proficiently.
  • Reviewed and maintained comprehensive customer information for assigned accounts.
  • Earned recognition as a star performer for three consecutive months at Johnson Controls International.
  • Awarded best employee of the process in the first month of production.
  • Achieved 'Quality Achiever' status for five consecutive months.

Senior team member

Bank of America Pvt. Ltd.
Gurgaon
01.2021 - 09.2022
  • Worked for a process COS HAZARD in home loan department.
  • Used to review insurance policies for the loan applications, contacting the insurance companies in order to get correct documents and insurance policies.
  • Responsible for accurate and timely follow up on denied loan applications.
  • Responsible for identifying trends with payers and procedures that are resulting in inaccurate payments, denials or coding.
  • Responsible for accurately appealing denials within appeal limits of each payer to ensure reimbursement as contracts allows.
  • Responsible for monitoring changes in payment policies by payers to ensure we have accurate edits in place within the Practice management system.
  • Interacted with US clients on a regular basis to get the updated hazard insurance policies according to BOA regulations.
  • Achievements: Recognized as a best performer of the month for 5 times.

Process Associate

Genpact India Pvt. Ltd.
Gurgaon
07.2019 - 08.2020
  • Used to work for one of the largest bank based in US - T.D. Bank.
  • Used to interact with the clients over the emails and calls to get the payment update for the services and assistance provided by the bank.
  • Responsible to send dunning letters to the customers to clear their past dues, used to handle write offs, offsets, refunds credit adjustments.
  • Responsible to maintain portfolio which has more than 250+ accounts.
  • Used to assist customer with payment plan, cash moves, payment research, disputes etc.
  • Received the award for the 'Star Performer' award 2019.

Education

B.Com. -

Kurukshetra University
Haryana
01.2016

Skills

  • Training and development
  • Customer service and support
  • International client relations
  • Cross-functional collaboration
  • Rapid learner
  • Compliance management
  • Payment processing
  • Problem solving
  • Effective communication
  • Client engagement
  • Relationship management

Disclaimer

I hereby declare that all the information mentioned above is true to my knowledge and I bear the responsibility for the above-mentioned particulars.

Awards

Received the award for the 'Star Performer' award 2019.

Conferences And Publications

Speaker, 'Annual R&R Conference', India

Timeline

Team Lead

Wells Fargo
04.2024 - Current

Senior Analyst

Johnson Controls International
09.2022 - 04.2024

Senior team member

Bank of America Pvt. Ltd.
01.2021 - 09.2022

Process Associate

Genpact India Pvt. Ltd.
07.2019 - 08.2020

B.Com. -

Kurukshetra University
KIRTI BAJAJ