Sai Bharadwaj Kuruvada
Sr. Management Consultant
Hyderabad
Summary
Dynamic financial services and recruitment professional with a proven track record of engaging clients across diverse backgrounds and levels. Recognized for a friendly demeanor and adaptable approach, fostering strong relationships that drive results. Possesses exceptional expertise in various aspects of financial services and recruitment, complemented by strong interpersonal, time management, and problem-solving skills. Seeking a full-time position that offers professional challenges and opportunities for growth while leveraging these strengths to contribute to organizational success.
Overview
7
7
years of professional experience
2
2
Certificates
1
1
year of post-secondary education
Work History
Sr. Management Consultant
Accolend LLC
05.2023 - Current
- Financial statements, Bank reconciliation and AP/AR
- Managing real estate accounts, escrow accounts.
- Worked on End to End mortgage process from Loan origination to Post closing and servicing.
- Appraisal & Title Review, Loan Sale/Draw Sale contract drafting. worked on Extensions and Payoffs
- Worked on Residential home lending, Hard money lending commercial mortgage underwriting , DSCR, VA loans
- Conduct borrower income audits, including review of credit reports, bank statements, W2s, 1099s, and paystubs.
- Prepare MIS reports for company financials and mortgage operations
- Coordinated with key stakeholders, including the CFO, auditors, Lawyers, servicing teams, and external partners, to ensure smooth operational workflows.
- Borrower account verification and income audit (credit reports, bank statements, W-2s, pay stubs, 1099s).
- Perform payroll processing, maintaining employee records, salary inputs, reimbursements, and statutory compliance.
- Assist in recruitment activities including job postings, resume screening, scheduling interviews, and candidate coordination.
Operations Manager
Cyber Upskill Advisory
02.2022 - 05.2023
- Maintained company accounts, balance sheets and day to day finance transactions and collaborate with Auditors
- Preparing Financial statements, Bank Reconciliation, Payroll Processing
- Contract Drafting
- Manage stakeholder communication across Investors, Advocates and Auditors
- Maintaining payment gateway, invoice of monthly transactions of the firm.
- Maintaining Zoho CRM and Payroll to work effectively with client database and employee payrolls
Mortgage Underwriting Associate
NewDay USA
03.2020 - 02.2022
- Residential Mortgage – New construction and Refinance
- Pre Underwriting and Auditing the borrower income documents
- Insurance verification, HOA, HOI, Compliance documents verification
- Appraisal order, Appraisal verification and Processing, legal search, Flood cert order
- Title order, Title search and title processing
- Income Audit (Credit reports, Bank statements, paystubs, w2, 1099, 1040 and 1120 Tax forms)
- Loan Origination, loan processing
- Provided SME support to new team members
- Auditing the Loans processed by the Team member's
- Worked on process Automation
- Idea Projects and Innovations
- Received Innovator of the month award twice for the ideas and amendments brought to the process
- Received Star of month performer award
Financial Analyst
Wells Fargo
05.2019 - 03.2020
- Processing New home and refinance Residential Mortgage
- Validation of Income documents such as (Bank statements, W2, 1099, Paystubs, Wealth statements)
- Processing Appraisal, Title, HOA, HOI docs
- Prepared Time Sheets to track employee productivity
- Volume Allocation and Auditing the files processed
- Prepared Volume Database for process excellence and Automated Work Allocation in MS Excel and Access
- Handled MIS activities among team and Prepared Scorecard at site level Achievements
- Delivered 3 Idea Projects to save time in processing
- Received Top Performer Award 3 times in a Row
- Received Champion Award
- Provided SME support to New Joiners
- Performed Side by Side with Onsite Representative
- Received Appreciations from LOB partners for the dollar saving on Automation
Education
Post Graduate Diploma - Commercial Law
Symbiosis Law School
Pune, India 06.2025 - Current
MBA - Finance
Narsee Monjee Institute of Management
Mumbai, MH01-2023
B.B.A - Finance
Vishwa Vishwani School of Business
Hyderabad, TG01-2018
Skills
MS Office and Advanced Excel
Macros and VBA Programming
HTML,CSS, Salesforce Admin, Blockchain fundamentals
Power Bi Data Analysis
Certification
NISM VA,VIIIB, XB, XV
Timeline
Post Graduate Diploma - Commercial Law
Symbiosis Law School
06.2025 - Current
Sr. Management Consultant
Accolend LLC
05.2023 - Current
Operations Manager
Cyber Upskill Advisory
02.2022 - 05.2023
Mortgage Underwriting Associate
NewDay USA
03.2020 - 02.2022
Financial Analyst
Wells Fargo
05.2019 - 03.2020
MBA - Finance
Narsee Monjee Institute of Management
B.B.A - Finance
Vishwa Vishwani School of Business