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Roman S.

Accounting , Leasing , Legal

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Vadodara, India


SKILLS

  • Yardi
  • AI Proficient
  • Financial Analysis & Reporting.
  • Debt Assessment & Bankruptcy Support.
  • Repayment Modeling & Financial Planning.
  • Fraud Detection & Risk Mitigation.
  • Compliance Review & Regulatory Adherence.
  • Budget Forecasting & Performance Monitoring.
  • Trustee Support & Financial Documentation.
  • Banking Product Knowledge & Lending Services.
  • Sales & Conversion Optimization.
  • Customer Relationship Management (CRM).
  • Client Interaction & Query Resolution.
  • Consultative Selling & Needs Assessment.
  • Data Interpretation & Insight Generation.
  • Attention to Detail & Accuracy.
  • Problem Solving 
  • Communication
  • Time Management.
  • Team Collaboration 
  • Customer-Centric Approach

EDUCATION

Himalayan Garhwal University (2022)

Bachelor of Business Administration

Sardar Patel University (2019)


ASSESSMENTS

CORE SKILL English Aptitude Legal 0 100

PERSONALITY

ESTP-T

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with ESTP as a personality type are dynamic and proactive. They thrive in high-energy environments, navigating challenges and seizing opportunities with enthusiasm.

PROFESSIONAL SUMMARY

Results-driven Financial Analyst with experience in auto finance, bankruptcy support, and banking sales operations. Expertise in financial analysis, debt assessment, and repayment modeling aligned with Chapter 7 and 13 guidelines. Proven ability to manage high-volume client interactions, deliver accurate financial reporting, and support trustee decision-making with actionable insights. Strong background in fraud detection, compliance, budget forecasting, and performance monitoring to drive risk mitigation and operational efficiency. Demonstrated success in consultative selling, customer relationship management, and achieving key performance indicators, including conversion rates and customer satisfaction. Recognized for delivering data-driven outcomes, enhancing client experience, and contributing to business growth.

PROFESSIONAL EXPERIENCE

Lease Administrator
Relay Human Cloud | India | Jan 2026 - Present

  • Reviewed and interpreted legal documents and lease agreements to extract key terms, mitigate risks, and support informed decision-making.
  • Conducted research and analytical assessments using AI tools to support lease negotiations, site evaluations, and portfolio optimization.
  • Enhanced client communication and stakeholder management by coordinating with landlords, legal teams, and internal departments to resolve issues efficiently.
  • Leveraged prompt engineering and AI tools to automate documentation, streamline workflows, and improve data analysis and operational efficiency.
  • Managed lease financials including rent schedules, year-over-year reconciliations, expense tracking, budgeting, and invoice coordination.
  • Administered end-to-end lease lifecycle processes ensuring accuracy, compliance, and operational efficiency.

Financial Analyst

American Info Sources Business Solutions Pvt Ltd | India | Mar 2023 – Dec 2025

  • Managed high-volume inbound and outbound calls to resolve financial queries and deliver timely customer support.
  • Analyzed debts and assets to support bankruptcy proceedings and structured payment plans effectively.
  • Prepared detailed financial reports to facilitate trustee reviews and decision-making processes.
  • Conducted fraud detection activities and verified creditor authenticity to ensure compliance and risk mitigation.
  • Supported budget forecasting, compliance assessments, and monitored plan performance for improved financial outcomes.
  • Developed accurate repayment models aligned with Chapter 7 and 13 bankruptcy guidelines, improving financial planning accuracy.
  • Delivered actionable financial insights to trustee teams, enabling effective liquidation strategies.

Sales Advisor

Concentrix (SBI Process) | India | Feb 2021 – Sep 2022

  • Managed inbound and outbound sales calls to identify customer financial needs and drive conversions.
  • Promoted banking products and consistently achieved key performance indicators including conversion rates and customer satisfaction.
  • Maintained CRM systems, executed timely follow-ups on leads, and ensured seamless post-sale service coordination.
  • Provided financial counselling, supported lending services, and resolved team queries to enhance service efficiency.
  • Exceeded sales targets through consultative selling approaches and customer-first strategies.
  • Maintained high levels of client satisfaction and loyalty, leading to consistent recognition for performance excellence.