K. Srinivasa Rao
Asst Vice President Loan Syndication
Bangalore
Summary
A results-driven finance professional with over 16 years of experience in financial and mortgage operations. Specializing in loan syndication, servicing, trade support, and reconciliation, I leverage advanced financial tools, including Loan IQ, to drive operational efficiency and process improvements. As a dedicated people manager, I have successfully led cross-functional teams, mentor emerging talent, and cultivate a collaborative environment focused on achieving exceptional service delivery. My expertise in analyzing KPIs and trends supports strategic decision-making and the effective management of complex loan lifecycles, ensuring sustained business success.
Overview
17
17
years of professional experience
2009
2009
years of post-secondary education
4
4
Languages
Work History
ASSISTANT VICE PRESIDENT operations
J P MORGAN & CHASE
06.2021 - Current
- Spearheaded the management of loan syndication and related servicing portfolios within the Commercial Banking division.
- Monitor team performance to ensure strict adherence to SLAs. Developed and maintained governance reports.
- Implemented a robust Knowledge Management mode, Facilitated the training of new hires and organized ongoing training sessions for team members.
- Strengthened risk management frameworks, leading quarterly RCSA assessments and mitigating potential operational risks.
- Delivered process streamlining initiatives resulting in improved SLA adherence and reduced exception volumes.
- Oversaw high-value transactions including drawdowns, rollovers, repayments, and reconciliations.
ASSISTANT MANAGER OPERATIONS
BOFA
06.2008 - 06.2021
- Managed the Loan Servicing team for the Americas region.
- Elevated team performance by establishing clear objectives, providing ongoing support, and maintaining a positive work environment conducive to high productivity.
- Supervised the processing of drawdowns, rollovers, repayments, and rate-fixings, ensuring all operations met defined SLAs.
- Played key role in MIS reporting, root cause analysis, and performance reviews for LOB communication.
- Led initiatives on risk mitigation, SLA compliance, and process governance.
Education
MASTERS BUSINESS ADMINISTRATION -
ST. XAVIER’S COLLEGE
Skills
- Expertise in Loan IQ
- Versana expertise
- Loan Syndication & Servicing
- Account reconciliation expertise
- Operations management (EOS 94%)
Accomplishments And Projects
- Gold Award for Best Team in Migrating Loans from GBS Application to Loan IQ
- Platinum Award for Outstanding Performance (2x)
- Utilized AS400 skills to ensure functionality enhancements were aligned with strategic objectives, leading to improved user experience and operational efficiency.
- Collaborated with cross-functional teams to define project requirements, manage timelines, and implement effective solutions.
- Led the JDIC project with a focus on optimizing loan processing systems.
Timeline
ASSISTANT VICE PRESIDENT operations
J P MORGAN & CHASE
06.2021 - Current
ASSISTANT MANAGER OPERATIONS
BOFA
06.2008 - 06.2021
MASTERS BUSINESS ADMINISTRATION -
ST. XAVIER’S COLLEGE
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