Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Nagarjuna T

Bengaluru

Summary

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.

Overview

7
7
years of professional experience
1
1
Certification
5
5
Languages

Work History

Loan Servicing Team Leader

JP Morgan Chase & Co.
8 2022 - Current
  • Processing Drawdowns , Rollovers , repayment ,Prepayments , Rate fixing in LIQ
  • 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

Timeline

M. COM -

IGNOU
12.2022 -

Analyst

JP Morgan Chase & Co.
09.2021 - 07.2022

Team Member

JP Morgan Chase & Co.
08.2019 - 09.2021

Analyst

Tata Consultancy Services
07.2017 - 07.2019

B.Com - undefined

Vijayanagar College
06.2017 - undefined

12th - undefined

National College
05.2014 - undefined

Loan Servicing Team Leader

JP Morgan Chase & Co.
8 2022 - Current
Nagarjuna T