JeanAnn Miranda

Equity Swaps Settlements-Back Office

• Managing the back-office desk by ensuring SLAs are met with accuracy.
• Define KPIs, work plans, and steer the team toward meeting these objectives.
• Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
• Overseeing high-value settlements, escalations, collaborating with various stakeholders, tech teams, and providing a sign-off on EOD checks.
• Ensuring projects are delivered in a timely manner.

Credit Risk Middle Office Team (June 2014- Till date)

• Monitoring and limit administration for banks, financial institutions, corporations, and funds.
• Managing, investigating, and reporting breaches in credit-approved limits due to client trade utilizations and exposures, and ensuring that proper approvals are procured for such usage, as per the present credit risk policies.
• Support onshore credit officers in the annual review process and limit/exposure management.
• Managing day-to-day credit limit requests and ensuring up-to-date information in the bank credit systems.
• Ensuring compliance with bank credit policies, procedures, and the internal control framework.
• Initiation of RED—Rapid Exposure Drill—when there is concern about the creditworthiness of the counterparty. To identify any potential breaks in the credit infrastructure.
• Creating credit-related reports and MIS for clients and higher management.
• Getting involved and providing input for change management, preparing documents that will facilitate the technology for BRDs and test cases.

NAV Validation Team (Sep 2012 - May 2014)

• Net Asset Value production functions, review, and reporting activities.
• Co-ordinate, review, and share reports with accounting teams.
• Liaise with all the downstream teams to ensure timely delivery, review, and final sign-off of NAV to the client.

Foreign Exchange - NDF & OPTIONS confirmations (March 2010 - Aug 2012)

• Ensuring the generation of ISDA paper trade confirmations for all vanilla and a few complex derivative trades.
• Liaising with the drafting team to have the confirmations generated in time.
• Chasing the counterparty for long-form confirmation and having it matched accordingly.
• Ensuring compliance with control and regulatory requirements.
• Handling legal queries on confirmations for NDO language.

Credit Card Services - E-mail Correspondence Advisor - Kana (Feb 2007 – Mar 2010)

• To resolve queries and disputes of card members via e-mail and letters.
• Have trained new hires on Specialty Queues and assisted them in transition.
• Part of the C-sat Group, which monitors and ensures that correspondence sent to the cardmembers has met the necessary parameters, also focuses more on customer engagement and satisfaction.

Payment Specialist - Payment Operation (Nov 2005 - Feb 2007)

• Process card member address change requests, cheque payments, and autopay setup.
• Giving regular process updates to team members, which are implemented to streamline the process.