Bidisha Chatterjee

Dynamic and detail-oriented Tax Consultant and Mortgage Underwriter & Processor with extensive experience in financial analysis and compliance. Proven track record of delivering exceptional client service while ensuring adherence to regulatory standards. Eager to leverage expertise in tax strategies and mortgage processing to contribute to a forward-thinking team. Committed to driving efficiency and fostering strong client relationships in a collaborative environment.

Tax consultant - KPMG India Private Limited - Kolkata

(2021-08 - 2022-07)

• Provided comprehensive tax consulting services to a diverse clientele, ensuring adherence to all relevant tax regulations and optimizing tax strategies for maximum client benefit.
• Prepared and meticulously reviewed tax returns, successfully reducing client liabilities and identifying significant tax savings opportunities.
• Engaged collaboratively with clients to address complex tax-related queries and concerns, fostering trust and clear communication.

US Mortgage Underwriter & Processor - Deesa Microsolutions - Gurugram

(2022-08)

• Managed the end-to-end mortgage application process, achieving an outstanding 98% approval rate through diligent review and processing.
• Handled a wide range of loan types including 4C's, FHA, VA, HELOC, HEA, and Traditional Loans, ensuring compliance and accuracy.
• Partnered effectively with loan officers to streamline underwriting workflows, accelerating the mortgage approval timeline.
• Mentored and trained junior underwriters, significantly improving overall team performance, efficiency, and accuracy.
• Proficient in Income calculations, DTI ratio, LTV ratio.
• Conducted thorough analysis of credit reports to accurately assess borrower risk profiles and determine loan eligibility.
• Evaluated loan applications with precision, guaranteeing full compliance with all applicable federal regulations.