Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Certification
Timeline
PERSONALITY TRAITS
PERSONAL DETAILS
Generic

Kawanjeet Kaur

Lead Operation Analyst
Hyderabad

Summary

Highly adaptable Lead Operations Analyst with 12+ years of experience specializing in loan servicing, global privacy compliance, and financial operations. Proven expertise in Home Lending loan modifications, Global Privacy Utilities (GPU) privacy impact assessments, and risk management across international data laws (EMEA, Philippines, China, Brazil). Skilled in developing forecasts, dashboards, and reporting to support strategic planning, while streamlining procedures and implementing innovative, cost-effective solutions. Recognized for meticulous attention to detail, strong problem-solving abilities, and the ability to identify root causes, mitigate risks, and recommend viable improvements. Demonstrates exceptional interpersonal skills, leadership in guiding teams, and a commitment to continuous learning and organizational growth in fast-paced, deadline-driven settings.

Overview

14
14
years of professional experience
3
3
Certifications
3
3
Languages

Work History

Senior Financial Analyst

Wells Fargo
03.2017 - 05.2022

Home Mortgage Department.

Collaborated with the Home Preservation Closing team to review and validate loan modification closing documents, ensuring compliance with SOPs. Managed settlement accuracy by rejecting or pending non-compliant documents, validating checks, and completing closing steps. Supported escalation management by drafting and coordinating responses to LOB inquiries.

Key Deliverable:

  • Oversaw database and inventory management, resolved team queries, and maintained updates on SharePoint.
  • Coordinated weekly LOB calls, prepared agendas, and facilitated discussions.
  • Conducted ANOMALY and RMC audits to ensure compliance and operational accuracy.
  • Led the Innovation pillar, driving IDEA projects from planning through execution.
  • Provided leadership coverage during the manager's PTO, guiding and supporting the team.
  • Conducted thorough risk assessments on new projects as part of the decision-making process before implementation or roll-out began.

Financial Analyst

Wells Fargo
02.2015 - 02.2017

Consumer Financial Protection Department

As a professional with experience in bankruptcy processes, loan modifications, and default account payables. My expertise includes analyzing and validating attorney invoices across 52 states for bankruptcy, foreclosure, eviction, and deed-in-lieu cases, ensuring payments are accurate and compliant with guidelines. I leverage multiple resources and documentation to authenticate invoice details, preventing misapplied balances and operational losses.

In addition to accounts payable, I have a strong background in resolving suspense account warnings, and managing escrow adjustments. I have served on pilot teams for Default Account Payables, contributed to innovation initiatives.

Associate Financial Analyst

Wells Fargo
08.2012 - 01.2015

Accounts payable-US Mortgage-

Versatile loan servicing operations professional with expertise in bankruptcy processes, loan modifications, Deed In Lieu, Accounts Receivable and default account payables. Skilled in compliance reviews, audit execution, escalation management, and attorney invoice processing, while driving innovation through IDEA projects and providing dependable team leadership.

Beyond technical execution, I bring strong leadership and innovation skills. I have led IDEA and Hotspot projects that delivered measurable savings and reduced manual work.My role has consistently involved managing escalations, coordinating with LOB stakeholders, preparing agendas for weekly calls, and maintaining quality and compliance reports.

Lead Operation Analyst

Wells Fargo
06.2022 - Current

Currently part of Global Privacy utility teams and Privacy Notices Team – determining and handling privacy risks (region wise) associated on day – day activities. Played a vital role in GPU transition end to end Process lead for the one of the impact assessments and providing process level expertise to the stakeholders and teams at I&P level. On Daily Basis reaching out to Application Business Owners/Product Owners and Group Privacy leader/Regional Privacy leaders on the privacy risks related to personal data of the customers/employee. Assessing the risk associated of personal data involved and determining the requirements. Raising the red flags and escalating to Privacy leaders.

URL Review: Check that all URLs in applications point to the correct and current privacy notice. Compliance Links: Ensure links include the latest privacy compliance references E.g.: Do not sell or share Information, Privacy legal security, Notice of data collection

Risk Mitigation Prevent outdated or broken links that could expose the organization to regulatory penalties. Collaborate to Work with Application Business Owners (ABOs) to validate and update notices across systems

Education

MBA - Finance

Stanley Post Graduate College
Hyderabad
01-2012

B.Com - Computers

Hindu Degree College
Hyderabad
01-2010

Skills

Financial analysis

Risk management

Customer service

Data analysis

Compliance knowledge

Communication skills

Problemsolving

Internal controls

Accomplishments

Achieving Excellence Award as an consistent Performer

Star Award for Innovative Thinking

Quarter Performer Award

Software

Microsoft Office,Excel,Database

Python

Certification

Certified ERT member from Usha Fire Safety Equipment | Ongoing

Timeline

Lead Operation Analyst

Wells Fargo
06.2022 - Current

Senior Financial Analyst

Wells Fargo
03.2017 - 05.2022

Financial Analyst

Wells Fargo
02.2015 - 02.2017

Associate Financial Analyst

Wells Fargo
08.2012 - 01.2015

B.Com - Computers

Hindu Degree College

MBA - Finance

Stanley Post Graduate College

PERSONALITY TRAITS

  • Critical Thinking
  • Team Leadership
  • Problem Solving
  • Cognitive
  • Attention to Details
  • Active Listener
  • Conscientiousness
  • Integrity
  • Flexible
  • Accountability

PERSONAL DETAILS

  • Date of Birth
  • 03-01-1990
Kawanjeet KaurLead Operation Analyst