MEGHA MAKWANA

• Balance sheet General Ledger (GL) reconciliation requirements which are governed by the enterprise Account Reconciliation Policy (ARP) & Standards (ARS) and General Ledger Account Usage and Journal Entry Policy & Standards established by Global Reconciliation Governance.
• Account Assignment (within GRG) identifies potential owners who are responsible for reconciling the unassigned balance sheet Accounts.
• Unassigned accounts are identified via Frontier Certification system and proposed to potential approvers. Approvers are required to review and decision on the accounts.
• Ensure unassigned Balance sheet accounts are researched and assigned within SLA timelines.
• Ensure quality of research on unassigned accounts complies with predefined parameters.
• Communicate with business partners/ stake holders to address ownership of unassigned accounts.
• Providing timely responses to business partner queries.
• Providing timely responses to business partner queries.
• Processing account ownership maintenance within SLA timelines.
• Running reports and validating aging of unassigned accounts.
• Update Standard Operating Procedures and process maps on need basis.
• Contributions to UAT testing on reduction of manual intervention and reduce time consumption in the process
• Basic knowledge of Alteryx.

*Review Borrower Income and Asset Documents for various Bank divisions

*Representing various data analysis and statistic periodically (daily, weekly, monthly)
*Maintain and/or assist the Line of Business to create knowledge databases for Consumer Lending process
*Supporting the Line of Business in the tracking of documents required for funding loans
*Proactively communicate and collaborate with teams (internal/external) to analyze information needs and functional requirements.
*Worked as SME for new joined employees in the process and provided training supports.