Jyothi Kate
Hyderabad
Summary
Experienced with process optimization and workflow enhancement. Utilizes analytical skills to identify and implement improvements. Knowledge of process analysis and problem-solving techniques to drive efficiency and effectiveness.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Process Specialist
Infosys BPM Limited
HyderabadIndi
01.2023 - 07.2025
- Client onboarding process or leading banks in the U.S.
- Pilot batch for a project and worked for several departments to meet the needs in client services.
- Managed end-to-end R2R process, journal entries accruals, provision and adjustment.
- Prepared financial reports and schedules for management and auditors.
- Performed end-to-end Record to Report activities including month-end, quarter-end, and year-end close.
- Conducted balance sheet account reconciliations and resolved variances.
- Creating and maintaining quality assurance policies, procedures, and guidelines to ensure adherence to industry standards, and regulatory requirements.
- Cross-checked submitted information with official databases and public records.
- Flagged suspicious profiles and escalated potential fraud cases to the compliance and fraud control team.
- Maintained records of verified, rejected, and escalated documents in audit-compliant formats.
- Trained new team members on document fraud patterns and red flags.
- Served as a subject matter expert for process-related inquiries, providing guidance to colleagues when needed.
- Conducted regular audits of processes, identifying areas for improvement, and recommending corrective actions.
- Conducted regular process reviews, identifying inefficiencies and implementing improvements that led to increased productivity and cost savings.
- Developed user-friendly documentation for processes, increasing employee understanding and reducing training time.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Analyzed process workflows to identify areas for improvement and efficiency.
- Facilitated communication between various departments regarding process updates.
Senior Process Associate
TATA Consultancy Services
Hyderabad
02.2022 - 09.2022
- Processed data for client onboarding while adhering to business procedures.
- Reviewed insurance documents for compliance and communicated discrepancies to general office, agents, or customers.
- Evaluated applications for accuracy and requested necessary changes from clients.
- Managed multiple project processes in alignment with business requirements.
- Cultivated relationships with agents while providing ongoing support.
- Frequently inspected production area to verify proper equipment operation.
Process Associate
First American Pvt. Ltd
Hyderabad
11.2019 - 12.2021
- Processing the documents with in TAT (Turn Around Time)
- Worked on US Mortgage Domain and Title search process
- Searching for various documents of related customers property depending on client requirements for the approval of mortgage on property and approval of Title Insurance.
- Verification of property through maps, reference and address who is the ownership of the title to provide the current ownership information through research.
- Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
Frontline Executive
Kaya Pvt. Ltd
Hyderabad
06.2015 - 05.2017
- Dealing with live customers and explain a services as per customer requirement.
- Handling clinic operations, communicating with executives.
- Reviewed employee concerns and new opportunities to drive business strategies.
Education
MBA - Finance
CSI Institute of PG Studies
SecunderabadSkills
,,,,,,,,
Process automation
Process documentation
Quality assurance
Report analysis
Team leadership
Problem solving
Process improvement
Application verification
Microsoft Office proficiency
Financial reporting
R2R process management
Bank account oversight
Certification
- Star of the Month, Infosys BPM Significantly evolved in her role as an auditor. Her attention to detail and thoroughness have made her a key player in the team.
- Individual Extra Miler Award, Infosys Her Attention to details and thoroughness have made her a key player in maintaining our standards and ensuring quality.
Hobbies and Interests
Badminton, Cooking
Personal Information
Languages
- English
- Telugu
- Hindi
Timeline
Process Specialist
Infosys BPM Limited
01.2023 - 07.2025
Senior Process Associate
TATA Consultancy Services
02.2022 - 09.2022
Process Associate
First American Pvt. Ltd
11.2019 - 12.2021
Frontline Executive
Kaya Pvt. Ltd
06.2015 - 05.2017
MBA - Finance
CSI Institute of PG Studies