NARESH TIRTHANI

• Managing a team span of around 20+ resources supporting US regions for Syndicate loans.
• Mentored and guided employees to foster proper completion of assigned duties.
• Built strong relationships with customers through positive attitude and attentive response.
• Assisted with new hire processing and existing training programs.
• Cross-trained and provided backup support for organizational leadership.
• Established open and professional relationships with team members to achieve quick resolutions for various issues.
• Facilitated training for associates through daily coaching and regular performance appraisals.
• Coordinated weekly meetings for internal and external groups.

• Loan Servicing
• Act as a custodian
• Being part of process transition so to work with offshore team and working on the funds assigned by the clients as per the SOP
• Responsible for record keeping of Positions (by booking trades, settling trades and processing borrowing and paydown activities of loan) Cash (receiving interest, fees, reconciliation of it and prepare income booking sheet) Accruals (Processing of Rollovers, Borrowing, PIK & restructures)
• Maintain the account of funds and do the reporting to Clients and Investment Managers
• Day in day out reconciliation of Positions, WSO vs
• MCH, Cash Recon, DDA Recon, Past due and unapplied wires research and CREU investigation
• Provide the updated commentary for each item to Investment managers
• Processing of wire instruction and Call backs
• Follow up with Agent Banks and IMs on discrepancies
• Working on the funds assigned by the clients as per the SOP
• This includes but limited to activities like trade booking, trade settlements, trade reconciliation, position reconciliation, CREU breaks, past dues, wire matching, reporting etc
• Working on multiple client application like WSO (wall Street Office) MCH (Multi Currency Hub), LS FAX etc
• Applications working on:
• WSO
• WSO Reporting
• WSO Scheduler Assistant
• Loan Servicing Dashboard
• LS Fax
• MCH
• Loan Ops
• VMW

• Agency Servicing
• Act as an agent syndicated loan servicer for a leading investment bank
• Performs various syndicated loans related activities like interest payments due on syndicated loans, which include base rate, interest, LIBOR interest and other loan related fees including SBLC (issuance and facing), admin fee and UNUT fees
• Setting up syndicated loan related transaction like prepayment, rollover loan, repayment, draw down, principal payment and commitment decrease activities
• Clearance of negative past dues, deal/facility termination and set correct preferred wire in the deal site
• Lead initiative providing Lender’s access to debt domain
• Responsible for updating admin details contact of various participants in internal application Loan IQ
• Assisting North America controls team to resolve queries/ad-hoc requests from various lenders/participants
• Worked on Client Query mail Box
• Here we received different kinds of client queries regarding to agency servicing and trade settlement
• We analyze on the issue and provide a proper solution to our client
• Update of correct notice distribution contact
• Missing fund of a specific transaction
• Missing notices
• Position discrepancies
• Position confirmation in the deal site of a specific lender
• Deal/borrower data site access.

• Worked in employee and employment verification process
• Job involves verify the documents of employee such as relieving letter, experience letter and pay slips
• In case of any discrepancy, we have to contact back to employee for the same
• Work allocation to the team members.

• Online research on physician’s profile for US clients and update on salesforce application as per SOP
• Follow instructions from supervisors and clients
• Meet and exceed client expectations.

· Auditing customer application forms and customer care calls.

· Follow instructions from supervisors and clients.

· Meet and exceed client expectations.

Workload sharing amongst team members.

• Worked as customer care executive
• Handling inbound calls for insurance process
• Performed quality assurance checks to help company create products and services that met needs, expectations and requirements of customers.
• Assessed products or services to evaluate conformance with quality standards.
• Identified and resolved process issues to drive optimal workflow and business growth.