Summary
Overview
Work History
Education
Skills
Certification
Languages
Languages
Affiliations
References
Timeline
Generic

Chhatra Basnet

Clairton,PA

Summary

Certified in cutting-edge technology fields including Cybersecurity, Java, and SQL. Adaptable Software Engineer ready to support operations from conception through post-release support. Skilled creator of efficient code and exciting user experiences. Eager to elevate ongoing development projects or create novel software solutions geared towards driving increased usership.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Mortgage Loan Officer

Primerica Mortgage
Duluth, GA
08.2021 - Current
  • Originated loan applications, assessed creditworthiness, and determined loan eligibility for borrowers
  • Guided customers in choosing proper loan program to suit financial needs
  • Implemented high-quality service and supported accuracy, reviewing loan submissions to validate compliance with loan policies, laws and regulations with 100 percent satisfaction
  • Coordinated closely with underwriters to ensure compliance with lending guidelines and regulations
  • Scheduled appointments with respective parties, including title companies and attorneys for effective closings
  • Performed exceptional customer service by exceeding expectations through timely follow-up communication with customers
  • Prepared detailed reports reflecting sales volume, pipeline activity, market trends, and competitor analysis for management review.

Investment Representative

Primerica Shareholder Services
Duluth, GA
07.2020 - Current
  • Assessed and serviced clients through relationship management, investment planning, portfolio management, financial analysis and risk management skills
  • Conducted regular portfolio reviews for clients to discuss performance, changes in personal circumstances, and potential investment opportunities
  • Managed relationships with existing clients to ensure 100 percent satisfaction with our services by reassessing clients' financial objectives, risk tolerance, and investment preferences
  • Collaborated with tax advisors, estate planners, and other professionals to provide comprehensive financial advice to clients
  • Proposed compatible investment opportunities through in-depth investigation and comparison
  • Prioritized clients' investment portfolios up-to-date with the best plans and guided customers through pension planning and setting up trusts and living wills
  • Reinforced continuous learning education by attending seminars and training programs to enhance expertise and maintain professional certifications.

Senior Tax Specialist

Prishana Tax Services
Clairton, PA
01.2018 - 09.2024
  • Prepared and filed individual and business tax returns ensuring compliance with federal and state regulations
  • Conducted thorough tax planning and analysis to identify opportunities for clients to minimize tax liabilities
  • Reviewed financial documents, such as income statements, balance sheets, and receipts, for accuracy and completeness
  • Moderated clients with their tax inquiries and conducted issue resolution through proactive communication with IRS personnel
  • Consulted with clients about various tax strategies to minimize their tax liability and informed changes in tax laws that could impact their financial situation
  • Strengthened knowledge in taxation through continuing education courses, seminars, and webinars.

Education

CYSA -

Per Scholas
Pittsburgh, PA
09.2024

MA in Mathematics -

Western New England University
Springfield, MA
05.2018

BA in Mathematics -

Westfield State University
Westfield, MA
05.2016

Java Training - Java Specializing in Backend

Prometric
Philedelphia

Skills

  • Retirement analysis
  • Asset management
  • Wealth management
  • Portfolio management
  • Book keeping
  • Tax planning
  • Java
  • SQL

Certification

  • Microsoft SQL Server
  • PA life
  • Investment (S6, S63)
  • Mortgage Loan Officer
  • Professional Tax Preparer

Languages

  • Hindi
  • Nepali

Languages

Hindi
Professional
Nepali
Professional

Affiliations

  • bookkeeping
  • cybersecurity
  • java

References

References available upon request.

Timeline

Mortgage Loan Officer

Primerica Mortgage
08.2021 - Current

Investment Representative

Primerica Shareholder Services
07.2020 - Current

Senior Tax Specialist

Prishana Tax Services
01.2018 - 09.2024

CYSA -

Per Scholas

MA in Mathematics -

Western New England University

BA in Mathematics -

Westfield State University

Java Training - Java Specializing in Backend

Prometric

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Chhatra Basnet