Hema Sri Hasini Kotti
Hyderabad
Summary
Senior Commercial Banking Portfolio Coordinator at Wells Fargo International Solutions, adept at financial analysis and regulatory compliance. Proven track record in enhancing team productivity through effective training and quality checks. Skilled in credit approval processes and document management, with strong communication abilities to drive strategic decision-making.
Overview
5
5
years of professional experience
Work History
Senior Commercial Banking Portfolio Coordinator
Wells Fargo International Solutions Pvt Ltd.
Hyderabad
06.2024 - Current
- Ensured 100% compliance with regulatory reporting requirements across all financial documents.
- Reviewed and analyzed financial reports to support strategic decision-making.
- Supported portfolio management team during credit approval processes with timely analysis.
- Conducted quality checks on complex credit information for various companies and industries.
- Analyzed real estate documents, including appraisals and legal agreements, for compliance.
- Assigned deals and conducted thorough reviews to ensure proper corrections were made.
- Managed documentation and reporting to ensure compliance with internal policies.
- Trained junior colleagues to improve team productivity and accuracy in deliverables.
- Demonstrated ownership of tasks while working independently with sound judgement calls.
Senior Analyst
Berkadia Services India Pvt Ltd
Hyderabad
02.2021 - 05.2024
- Reviewed financial statements quarterly to assess debt service obligations and compliance.
- Conducted monthly error analysis on team output to identify improvement areas.
- Reviewed disbursement requests against loan agreement conditions to ensure compliance.
- Analyzed borrower requests for fund disbursement, verifying invoices and property proofs.
- Clarified loan legal document requirements with counterparts to ensure accurate processing.
- Collaborated with borrowers and CRM to ensure timely retrieval of legal documents per loan agreements.
- Performed quality checks on indexed documents, notifying associates of identified errors.
- Delegated daily tasks to team members, enhancing overall productivity and workflow.
Education
Master of Business Administration - Finance & Business Analytics
Chaitanya Bharathi Institute of Technology (CBIT)
Hyderabad01-2021
Bachelor of Commerce -
Osmania University
Hyderabad01-2017
Skills
- Financial analysis
- Real estate analysis
- Compliance management
- Credit approval
- Document oversight
- Portfolio oversight
- Microsoft Office Suite
- Problem-solving skills
- Task prioritization
- Time management
- Team coordination
- Team mentoring
- Effective communication
- Performance evaluation
- Work planning and prioritization
Accomplishments
- Awarded with soft recognition for excellence in performance in Q1 2025.
- Recognized with honor of excellence in allotted project in Q2 2025.
- Awarded with HI5 for Q1-2022.
- Appreciation from the Client for best performance for Q3-2022.
Timeline
Senior Commercial Banking Portfolio Coordinator
Wells Fargo International Solutions Pvt Ltd.
06.2024 - Current
Senior Analyst
Berkadia Services India Pvt Ltd
02.2021 - 05.2024
Master of Business Administration - Finance & Business Analytics
Chaitanya Bharathi Institute of Technology (CBIT)
Bachelor of Commerce -
Osmania University