Navneet Priye Chauhan

Business Process Analyst | Portfolio & Operations Management

Dynamic and detail-oriented professional with 10+ years of experience across portfolio management, process analysis, document verification, funding operations, audit, and compliance.

Lucknow, UP, India
+91 9958218571
chauhan.np01@gmail.com

About Me

Dynamic and detail-oriented professional with 10+ years of experience across portfolio management, process analysis, document verification, funding operations, audit, and compliance.

Strong ability to map business processes, analyze operational gaps, create reporting frameworks, and support system improvements. Exposure to cloud-based ecosystems and automation-driven environments with hands-on experience using SQL, Excel automation, Google Spreadsheets, and collaborating with technical teams for workflow optimization.

Adept at requirements gathering, documentation, QA support, cross-functional stakeholder communication, and continuous process improvements.

Core Competencies

Business Process Mapping

Requirements Documentation

Process Optimization

Quality Assurance

MIS & Reporting

Operational Analytics

Stakeholder Management

Workflow Automation

Compliance Review

Data Validation

System Improvements

Cross-Functional Coordination

Technical Skills

Microsoft Excel Google Spreadsheets SQL Queries Python (Basic) Excel Automation Process Mapping

Career Experience

Nov 2022 - Present

Funding Specialist – Portfolio Management

1WestFinance, New York

  • Managed end-to-end portfolio reporting, improving data consistency and reporting accuracy using automated spreadsheet scripts
  • Collaborated with internal teams and external partners to ensure timely fund transfers, reconciliations, and compliance checks
  • Worked closely with development and system teams to streamline reporting workflows
  • Maintained documentation for funding processes, partner payments, UCC filings, and portfolio performance reports
  • Supported QA activities by validating report outputs and ensuring data integrity
  • Trained new team members on processes, SOPs, and documentation best practices
Sep 2019 - Sep 2022

Analyst – Business & Funding Operations

BMTG Advisors India Private Limited, Gurugram

  • Reviewed funding packages, disclosures, credit data, and closing documents to ensure compliance with industry standards
  • Improved early approval rate to 90% by optimizing documentation checks and enhancing communication workflows
  • Created an automated Funding Reconciliation System using advanced spreadsheet formulas and scripts
  • Conducted requirement analysis and collaborated with technical teams to enhance client-specific dashboards
  • Performed daily operational audits, root-cause analysis, and process quality checks
Jan 2018 - Sep 2019

Associate – Documentation & Compliance

CNS Comnet Solutions Private Limited, Gurugram

  • Handled legal documentation requests, classification, and validation for attorney workflows
  • Supported compliance teams in handling bankruptcy and foreclosure-related documentation processes
  • Coordinated with cross-functional teams to maintain accurate records and ensure process integrity
Mar 2015 - Mar 2017

Financial Analyst

XL Dynamics India Private Limited, Navi Mumbai

  • Prepared and validated final closing documents ensuring compliance with TRID, RESPA, and regulatory requirements
  • Collaborated with internal QA teams to resolve documentation issues within strict SLAs
  • Maintained structured documentation and communicated with borrowers and closing agents for status updates

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Contact Information

Location

Lucknow, Uttar Pradesh
India