Bhavya Sree
Bengaluru
Summary
Experienced banking professional with 8.5 years in testing and finance domains, specializing in Finestra Loan IQ, trade monitoring, and syndicate lending. Skilled in UAT lifecycle, SIT , regression planning, loan trading, deal closure, and loan servicing from drawdown to repayment. Strong technical, database, and workflow management skills. Committed, result-oriented, with excellent interpersonal abilities and a passion for learning and process improvement.
Overview
9
9
years of professional experience
Work History
Consultant
Genpact
Bengaluru
05.2022 - 10.2025
- Expertise in Commercial and Syndicated Lending Operations, with a strong focus on Loan IQ module configuration and process support.
- In-depth understanding of key documentation such as Detailed Requirement Specifications (DRS) for creating precise and eective test scenarios.
- Skilled in System Integration Testing (SIT) and Regression Testing, ensuring comprehensive coverage and alignment with project requirements.
- Adept at facilitating client discussions for requirement gathering, configuring test environments, defining test scenarios and test cases, and
- executing end-to-end testing activities.
- Responsible for defect reporting, tracking, and retesting, ensuring timely issue resolution and high levels of customer satisfaction.
- Product expertise as Loan IQ SME along with ARR module.
- Played a pivotal role in Loan IQ upgrades and transition projects, ensuring minimal disruption and smooth implementation.
- Successfully led multiple projects including ClearPar integration, LIDS, LC Checklist implementation, new statement rollouts, and Expense Code
- Reports, consistently delivering high-quality solutions within defined timelines.
- Proficient in loan trading operations (primary and secondary market), deal closure activities, and remittance instruction setup.
Analyst: Syndicated Lending
Société Générale
Bengaluru
02.2021 - 11.2021
- Executed Buy/Sell trades of commitment shares in the Secondary Market as part of trade desk operations.
- Handled end-to-end loan servicing activities in Loan-IQ, from initial drawdown to full repayment.
- Managed various CLO (Collateralized Loan Obligation) operations, including: Deal closure, Commitment adjustments (increase/decrease), Maturity date amendments, Deal terminations.
- Conducted detailed analysis of funding breaks between the Loan System (Loan IQ) and Treasury System (X-One).
- Generated and analyzed key reports, such as: Late Payments, SAR (Suspicious Activity Reports), Platon Incidents.
- Prepared and presented Whiteboard Reports and End-of-Day (EOD) Reports to the team for daily operations tracking.
- Processed Work-In-Progress (WIP) Reports and resolved anomalies in Loan IQ.
- Performed daily cash reconciliation for incoming and outgoing funds, ensuring accurate cash matching.
Associate: Customer Success Team (CST)
Perfios Software Solution
Bengaluru
01.2019 - 01.2021
- Reviewed and validated bank statements for individuals and organizations to support financial analysis.
- Identified potential fraudulent activity and processed disputes eectively.
- Generated reports from bank and NBFC statements; managed workflows and reporting via Salesforce.
- Investigated client queries and provided accurate resolutions and financial recommendations.
- Reviewed audit responses and ensured compliance with internal quality standards.
Transaction Processing Specialist
JPMorganChase
Bengaluru
08.2017 - 01.2019
- Part of the ACBS to Loan-IQ (LIQ) migration team for Middle Market Special Credits clients.
- Hands-on experience in processing bookings, fundings, renewals, modifications, and payment requests.
- Collaborated with the Agency team on bilateral deals, including document review upon customer requests.
- Managed daily operations reports for Middle Market, focusing on clearing outages, past dues, and processing errors.
- Prepared Payo Letters and Interest Paid Statements for Middle Market and Global Wealth Management clients.
- Drove process improvement by identifying and eliminating non-value-added steps.
- Handled repricing activities, including interest rate adjustments for clients.
- Assigned workflows across multiple teams using various applications and mailboxes.
- Performed daily transaction reconciliations, ensuring all items were processed accurately and timely.
- Created, reviewed, and updated SOPs and procedures based on process changes.
- Independently managed payment verifications, quality checks, and documentation review.
Examiner - Mortgage
First American Private Limited
06.2016 - 08.2017
- Payment verification – Verifying if client has paid property taxes as declared on documents.
- Background check – Verifying if client has pending legal suits in the local jurisdiction.
- Documentation – Generating mortgage loan approval documents aer verification.
- Quality checks – Ensuring quality of documentation produced is maintained.
- Eligibility check – Checking eligibility of mortgagee through background check.
- Technical referral – For new team members.
Education
Bachelor of Business Management -
Surana College
Bengaluru06.2016
Skills
- Loan IQ
- ACBS
- ICRD
- CLW
- Receivable edge
Timeline
Consultant
Genpact
05.2022 - 10.2025
Analyst: Syndicated Lending
Société Générale
02.2021 - 11.2021
Associate: Customer Success Team (CST)
Perfios Software Solution
01.2019 - 01.2021
Transaction Processing Specialist
JPMorganChase
08.2017 - 01.2019
Examiner - Mortgage
First American Private Limited
06.2016 - 08.2017
Bachelor of Business Management -
Surana College