Tejasvi pardeshi

Operations Associate

Mumbai, Maharashtra, India2 yrs 2 mos experience

Key Highlights

Expert in managing loan disbursement processes.
Proven track record in document management and quality checks.
Key contributor to major banking merger project.

Stackforce AI infers this person is a Fintech professional with expertise in loan operations and disbursement management.

Contact

Skills

Core Skills

Disbursement ManagementLoan OperationsData Management

Other Skills

LoanIQDocument ManagementClaims ProcessingMicrosoft ExcelData MigrationDocument Quality ChecksMicrosoft OfficeComputer LiteracyTally ERPCheck ProcessingHindiBFSIBank ManagementTask CompletionClaims Adjusting

About

HDFC Bank / HDFC Ltd – Operations Executive (Post Disbursement) Sept 2022 – Apr 2024 (1 Year 7 Months) Handled post-disbursement operations and end-to-end loan closure process. Managed document release after loan repayment like outstation release or normal release Performed document quality checks and LOD issuance. Processed LIC reassignment and SB claims. Worked on the HDFC Ltd & HDFC Bank merger project, supporting data migration and merging of records from HDFC Ltd into HDFC Bank systems. --- Datamatics Global Services Ltd (Client: IDFC First Bank) – Disbursement Executive Sept 2025 – Present joinin sept 2025 Managing disbursement process for Commercial Loans, Two-Wheeler Loans, Home Loans, and Consumer Durables. Handling login, checker–maker activities, and CAM preparation. Preparing SOA and ensuring all cases are completed within TAT. Coordinating end-to-end disbursement operations as per bank guidelines.

Experience

Datamatics global services limited (idfc first bank)

Bank Employee

Sep 2025 – Present · 7 mos

Handling disbursement process for Commercial Vehicle, Consumer Durable, Two-wheeler and Home Loan products.
Performing checker–maker login and ensuring accuracy of loan applications.
Preparing Financials, ITR, CAM, SOA and processing all cases within TAT.
Coordinating with teams to ensure smooth and timely disbursement operations.

LoanIQDocument ManagementClaims ProcessingMicrosoft ExcelDisbursement ManagementLoan Operations

Hdfc limited

Operations Executive

Sep 2022 – Apr 2024 · 1 yr 7 mos

Prepared and maintained comprehensive lists of required documents.
Managed the release of loan and outstation loan documents.
Verified and maintained original documents, ensuring accuracy and compliance.
Reviewed post-disbursement dockets for completeness.
Handled LIC-related matters including surrender claims, maturity claims, SB claims, and reassignments.
Prepared and maintained records in Excel and provided reports to senior management.

LoanIQDocument ManagementClaims ProcessingMicrosoft ExcelDisbursement ManagementLoan Operations