Ch Sai Phaneendra
Bengaluru
Summary
Dynamic finance professional with extensive experience at Barclays Global Service Centre, specializing in Loan IQ management and ACBS processing.
Overview
6
6
years of professional experience
Work History
Assistant Manager
Barclays Global service centre private limited
Chennai
09.2022 - Current
- Configured and managed Loan IQ for deal creation and facility management.
- Processed transactions in Loan IQ, including borrowings, repayments, and trade corrections.
- Executed bulk participation trades and pre-funding transactions with high efficiency.
- Handled participation deals, ensuring timely remittance of interest and principal payments.
- Addressed inquiries and complaints from counterparties and agents promptly.
- Participated in cash reconciliation to resolve breaks within established targets.
- Resolved aged past dues exceeding 120 days to minimize profit and loss risks.
- Verified manual trades in ACBS for accuracy before releasing payments.
Senior Analyst
Barclays Global service centre private limited
Chennai
03.2022 - 09.2022
- Query resolving for Admins, processing of the manual trades like buy, sell, participation, PM1, unfunded trades.
- Working with SSI setup for counterparty team and agents, raising b-query for the customer SDS and call back.
- Responsible for processing and booking of the trading activities in ACBS (Banking system to track all loan related transactions).
- To escalate issues to middle office team on non-receipt of any trade related cash.
- Do all the necessary checks before processing of any trade into ACBS and Loan conx before remitting payment to counterparties
- Performing the rollovers and collecting interest and pay down based on the CA from agent bank.
- Taking care of Cash reconciliation/Interest reconciliation (PD)/Data Integrity.
- Have been capable of working with critical deadlines and targets without any errors.
- Performing of bulk funding.
- Training of new hires end to end process.
- Actively involved in trade Reconciliations.
- Actively involved in EMEA and US Region Functionalization.
- Actively involved in secondary trading and Agency desk assignment functionalization with in US region by processing Primary, Secondary and third-party trades for Agency Assignment.
Analyst
Barclays Global service centre private limited
Chennai
12.2020 - 03.2022
- Resolved administrator queries and processed manual trades including buy, sell, and participation transactions.
- Collaborated with counterparty team on SSI setup, raising b-queries for customer SDS and callbacks.
- Tracked all loan-related transactions by processing and booking activities in ACBS.
- Escalated trade-related cash issues to middle office for resolution.
- Conducted pre-processing checks for trades in ACBS and Loan Conx.
- Executed rollovers, collected interest, and paid down amounts based on agent bank confirmations.
- Managed cash and interest reconciliation while ensuring data integrity.
- Trained new hires on end-to-end processes to improve operational efficiency.
Associate Analyst
Wipro
Chennai
10.2019 - 12.2020
- Coordinated SSI setup for counterparty team and agents, initiating customer SDS queries and callbacks.
- Processed and booked trading activities in ACBS, tracking all loan-related transactions.
- Escalated issues to middle office team regarding non-receipt of trade-related cash.
- Executed thorough checks prior to processing trades in ACBS, Loan Conx, and MoC before payments.
- Managed rollovers, interest collection, and paydowns based on agent bank confirmations.
- Conducted cash reconciliation, interest reconciliation, and ensured data integrity.
- Achieved accuracy while meeting critical deadlines and targets without errors.
- Performed bulk funding operations efficiently.
Education
Master of Business Administration - Financial Management
Gems B School
Bangalore01.2019
Bachelor of Commerce - Accounting & Computers
Vivekananda Degree College
01.2016
Intermediate MPC -
Narayana Junior College
Nellore01.2013
SSC -
Himalayan Public School
Nellore01.2011
Skills
- MOC, ACBS, GBS, WSO, Loanconx, Salesforce, QMS and MS Office Suite
- Loan IQ management
- ACBS processing
- Cash reconciliation
- Trade execution
- Employee training
- Syndicated Lending
- Payments and Funding
Languages
Known-Languages: English, Hindi, Telugu
Accomplishments
- Nominated for SPOT Award for the “best new joiner”
- Actively involved in trade Reconciliations
- Actively involved in secondary trading and Agency desk assignment functionalization with in US region by processing Primary, Secondary and third party trades for Agency Assignment.
- Received Booster Award for Clearing Cash breaks
- Received Certificate of recognistion towrads clearing aging past dues and acheieved Year End Traget.
Disclaimer
I do hereby declare that all the details furnished above are true and correct to the best of my knowledge.
Timeline
Assistant Manager
Barclays Global service centre private limited
09.2022 - Current
Senior Analyst
Barclays Global service centre private limited
03.2022 - 09.2022
Analyst
Barclays Global service centre private limited
12.2020 - 03.2022
Associate Analyst
Wipro
10.2019 - 12.2020
Master of Business Administration - Financial Management
Gems B School
Bachelor of Commerce - Accounting & Computers
Vivekananda Degree College
Intermediate MPC -
Narayana Junior College
SSC -
Himalayan Public School
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