Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Ability to manage a team with a risk oriented mindset along with creating a positive team environment.
Amending Margins according to the CA pricing grid or Clauses
Collecting Fees and external payments, collection of interest, Nostro & Past Due Reconciliation
Helping Team in the case of complex queries by providing resolutions on time.
Provided requirements to the development team for various in house applications. Drafted BRD and liaised with tech teams.
Reviewing CA to understand various nuances in the deal and educating the same to the team
Test LIQ in UAT environments for all the LIQ upgrades, enhancements and production fixes.
Training the entire team on the LIQ upgrades and enhancements. (Change Management)
Trained new joiners on both Loans And Letter of credit product.
Analyst
JP Morgan Chase & Co.
09.2021 - 07.2022
Processing and approving LC bookings and amendments in the externally-agented portfolio/ Agented portfolio
Preparing and monitoring daily workflow and publishing the daily metrics for higher management
Assigning daily workflow to the entire Letters of Credit team
Responsible to ensure the entire team is adhering to clearance standards for WIPS/Nostros and JPM internal procedures for exception management
I was also responsible to resolve any queries Letter of Credit team might have on the floor.
Tested LIQ for all the upgrades from Letter of credit standpoint
Served as a core trainer for LC product
Have been a part of various projects and automation that had direct impact on BAU
Team Member
JP Morgan Chase & Co.
08.2019 - 09.2021
Reviewing and processing Letters of Credit transactions
Preparing and sending daily MIS report to higher management
Managing and assigning work to fellow team mates in both Cash and Lettrs of Credit process
Preparing control reports for LC failed transactions and performing QC for the entire team on failed transactions
Training new joiners in Cash and Letters of Credit processes.
Analyst
Tata Consultancy Services
07.2017 - 07.2019
Carefully monitor all transactions provided in the database to match with the customer's request
Thoroughly examine the nature and type of funds, validating the data to avoid any monetary losses and possible breaches without missing SLA
Due to a high level of consistency and quality within my work, I was selected to assist in more complex transactions
Also received cross-training on transfer, where I was licensed to process cases on a work type and was included in the skeleton team for Business Continuity Plans
Reviewed settlement history to determine settlement history and processed adjustments if necessary
Contributed effectively by providing Process Improvement Plans (PIP) whenever possible and allocated the work effectively within the team members based on their expertise.
Education
M. COM -
IGNOU
Hospet, Karnataka
12.2022 -
B.Com - undefined
Vijayanagar College
Hospet, Karnataka
06.2017 - undefined
12th - undefined
National College
Hospet, Karnataka
05.2014 - undefined
Skills
Leadership
Certification
CFA Level I cleared
Accomplishments
I have managed to get 2 promotions in my tenure in JP Morgan.
I have gained end-end product knowledge in Letters of Credits, Loans, Deal Closing and JIRA management in my tenure in JPM.
I Have been awarded with Star Performer 4 times in my tenure with JP Morgan
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank