Summary
Overview
Work History
Education
Skills
Timeline
Generic

Muneeb Shahid

Noida,UP

Summary

Asst. manager with over 11 years of experience in operations, specializing in back-end processes and customer service excellence. Proven expertise in utilizing ACBS and Loan IQ systems, along with a strong understanding of syndication and bilateral loans.Eager to leverage skills and knowledge in a challenging new role within the financial services sector.

Overview

14
14
years of professional experience

Work History

Barclays
01.2022 - Current
  • Handling urgent mail query for team; raised by RM & Syndicated Agent/Participant Banks.
  • Taking up Daily Hurdle and prioritizing our day.
  • Ensure no-misses on TAT and Improve SLA timelines.
  • Manage activities for Syndicated Loan Servicing, i.e. Rollovers, Drawdown/Loan Disbursement, Prepayment, Repayment, Increase/Decrease Rollovers, Refinancing
  • Performed EOD checks & queue monitoring.
  • Raising rewards and recognitions for my process.
  • Requesting access for team and trainee new joinees.

Bank of Montreal (TCS)
04.2021 - 12.2021
  • Manage activities for Syndicated Loan Servicing, i.e. Rollovers, Drawdown/Loan Disbursement, Prepayment, Repayment, Increase/Decrease Rollovers, Refinancing
  • Performed EOD checks & queue monitoring.
  • Regulating daily hurdle and Q&A.
  • Requesting access for team and trainee new joinees.

Morgan Stanley (Eclerx)
12.2019 - 04.2021
  • Handling mail query for team; raised by RM & Syndicated Agent/Participant Banks.
  • Manage peak volumes through resource & capacity planning
  • Monitor accuracy and identify control point to avoid future errors & error analysis
  • Minimize risk in process by implementing controls checks
  • Applications : Loan IQ, Clearpar, SafeCash, Intellimatch

Natwest
11.2015 - 11.2019
  • Manage activities for Syndicated Loan Servicing, i.e. Rollovers, Drawdown/Loan Disbursement, Prepayment, Repayment, Write-Offs, Increase/Decrease Rollovers, Refinancing.
  • Handling KR1, i.e. Nostros, Fee dues, Interest dues, Funding Reconciliations, One off fees, Break Fee.
  • Clearance of Items breaking in Controls Report (Negative Interest & Fee, Pending transaction/bundle)
  • Authorize Manual Payment & Third Party Payment(TPP)
  • Authorize Manual Fund Flow & Manual Cash Flow to reflect transaction in RM’s P&L account
  • Training and mentoring new joiners.
  • Allocation of work across location & WIP generation.
  • Ensure no-misses on TAT and Improve SLA timelines.

Account executive

Luster n Loops
01.2012 - 01.2015
  • Client servicing – providing deliverables timely.
  • Managing – Billing and payments

Education

MBA - Finance

UPTU

B.Com - undefined

Dr. RML Awadh University

Skills

  • Loan servicing
  • ACBS / LOANIQ
  • Capital Market
  • Nostro Reconciliation
  • Loan Syndication
  • Credit operation
  • Customer relationship management
  • Account servicing
  • Research and analysis
  • Client relationship building

Timeline

Barclays
01.2022 - Current

Bank of Montreal (TCS)
04.2021 - 12.2021

Morgan Stanley (Eclerx)
12.2019 - 04.2021

Natwest
11.2015 - 11.2019

Account executive

Luster n Loops
01.2012 - 01.2015

B.Com - undefined

Dr. RML Awadh University

MBA - Finance

UPTU
Muneeb Shahid