Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Timeline
Generic
Maneesh Chengappa

Maneesh Chengappa

Commercial Loan Closing Representative- LIQ/AFS Board & Fund
Bengaluru

Summary

Professional with 13 years of extensive experience in Commercial Banking, specializing in Loan Operations, Loan Booking and Funding, and Client Onboarding. A dedicated approach to maintaining high-quality service standards complements a commitment to continuous learning and self-improvement. Eager to leverage acquired knowledge and skills in a challenging role that fosters analytical and technical growth while contributing to organizational success. Proven ability to adapt and evolve into a successful leader within fast-paced environments.

Overview

13
13
years of professional experience
3
3
Languages

Work History

Commercial Loan Closing Representative

Wells Fargo
10.2022 - Current

Commercial Banking- LIQ Loan Booking & Funding (Syndication/ Bilateral)
Business Banking- AFS/Credit Fulfillment Loan Booking & Funding (Bilateral)

  • Responsible for Loan Booking & Funding, Renewals, Modification & Payment requests for Commercial Banking (LIQ loan application) and Business Banking (AFS loan
    application)
  • Reviewing Credit agreements and identifying the customer requirements which includes Line of Credit/ LC issuance/ Sweeps/ Pricing/ Rates/ Calendars and updating the Deal Notebook/ Facility Notebook/ Borrower Notebook in the LIQ and AFS system.
  • Releasing Outgoing Wires for Centralized Wire Team for Commercial Banking and Business Banking
  • Handling Workflow for Specialized Loan Ops
  • Monitoring Shared Services & Reports Transactions & Recons
  • Working on Daily, Weekly & Monthly Reports – Clearing Outages, Clearing Past Dues, Errors found in processing, etc.
  • Collaborated with updating policies and standard operating procedures for continuous improvement
  • Maintaining constructive Line of Business and Servicing team relationships
  • Worked on projects related to system enhancement for LIQ to increase the straight through processing and reduce manual data inputs.
  • Collaborated with process owners to refine procedures, devise best practices and correct quality audit findings
  • Supported teams in Work Flow Assigning & EOD Reconciliation
  • Currently part of AFS to LIQ Migration for Syndicated & Bilateral Loans.

Associate Manager

JP Morgan Chase
10.2013 - 10.2022
  • Associate (2021-2022)-
  • Process Lead – Commercial Banking Client Onboarding- Cash Management Onboarding & Commercial Banking Implementations- DPR & Client Transfers, Bengaluru
  • Collaborated with process owners to refine procedures, devise best practices and correct audit findings
  • Building strong global partnership across Chicago & Manila
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Implemented policies and standard operating procedures for continuous improvement
  • Collaborated closely with senior management on strategic planning efforts, aligning departmental goals with overarching company objectives.
  • Team Lead (2018-2021)-
  • CB Client Onboarding- Cash Management Onboarding & Commercial Banking Implementations- DPR
  • The CMO & CBI DPR team performs product implementation and due diligence activities that are fundamentally required in order to complete every implementation request in accordance with JPMorgan Chase’s expectations around quality, controls, efficiency, and client experience.
  • Operations Analyst (2016-2018)-
  • Commercial Term Lending – New Loan Setup
  • Validating and reviewing all financial and legal documents before the booking process.
  • Preparing Quality Report for team based on Criticality.
  • Team Member (2013-2015)-
  • Commercial Term Lending – New Loan Setup
  • Commercial Term Lending offers loans to purchase or refinance multifamily or commercial properties. Loan servicing group is in charge of booking commercial
    lending products. The loan steps involve Boarding, Pre-Pass check, Post Boarding and Post-Pass Checks.

Process Executive

Infosys Ltd.
06.2012 - 10.2013

Microsoft Project- Creation of Ad Keywords
Verizon- Sourcing & Procurement

Education

BBA - Finance

Mangalore University
Coorg
04.2001 -

Skills

  • Teamwork & Collaboration

  • Staff Training

  • Problem Solving

  • Planning & Coordination

  • Multitasking

  • Data Analysis

  • Time Management

Accomplishments

    Robotic Process Automation – (RPA) Project: Identified areas where robotics can be applied to increase efficiency and a step-wise presentation was drafted for potential areas in the entire procedure.

Software

Agile

Jira

Timeline

Commercial Loan Closing Representative

Wells Fargo
10.2022 - Current

Associate Manager

JP Morgan Chase
10.2013 - 10.2022

Process Executive

Infosys Ltd.
06.2012 - 10.2013

BBA - Finance

Mangalore University
04.2001 -
Maneesh ChengappaCommercial Loan Closing Representative- LIQ/AFS Board & Fund