Swathi Pandana

* Gathered and documented business requirements for U.S. 401(k) retirement plan onboarding, plan setup, and asset transitions
* Translated stakeholder needs into user stories and acceptance criteria for retirement plan workflows including contributions, distributions, and fund allocations
* Collaborated with cross-functional teams (Operations, Compliance, Product, QA) to deliver ERISA-compliant retirement solutions
* Created dashboards and reports to track KPIs such as plan onboarding timelines, transaction volumes, and SLA adherence
* Performed root cause analysis on plan setup discrepancies, contribution issues, and fund transfer delays, improving process efficiency and reducing operational risk

* Processed and verified mortgage and loan applications for UK clients, ensuring accuracy and compliance with client requirements
* Analyzed financial documents including bank statements, payslips, and tax records (SA302) to support loan decision processes
* Conducted data validation and document verification, maintaining high accuracy and quality standards
* Collaborated with onshore clients and handled escalations and workflow coordination to ensure timely delivery
* Prepared MIS reports and performance dashboards to track productivity, accuracy, and process metrics
* Identified process gaps and supported process improvements to enhance efficiency and reduce errors