Summary
Overview
Work History
Education
Skills
Timeline
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NAVEEN KUMAR A

Chennai

Summary

I am a results-driven Team Leader with over 7 years of experience, specializing in reconciliation processes, account migrations, and MIS reporting. My strong leadership skills have allowed me to manage teams effectively while enhancing operational efficiencies through innovative solutions. I am passionate about achieving excellence in financial reporting and delivering results that align with business goals.

Overview

8
8
years of professional experience

Work History

Team Leader - Global Reconciliation Unit - Wealth Management & Retail banking

Standard Chartered GBS
09.2019 - Current
  • Company Overview: A global banking and financial services company providing a range of products and services.
  • Engaged in the reconciliation activities of Asia Markets.
  • Responsible for preparing Accrual Revenue Worksheet reporting for Life & General Insurance providers.
  • Performed UAT testing for two vendors –ATOME & Boost MY BNPL– within specified timeline.
  • Managed a team of 7 members to ensure daily reconciliation activities are completed within SLA.
  • Migrated accounts into TLM and optimized the reconciliation process.
  • Performed portfolio level reconciliation for investment products –MF & PMS– and initiated monthly wealth statement triggers.
  • Automated portfolio level reconciliation, enhancing accuracy & efficiency, saving 2 hours daily per FTE.
  • Analyze & investigate discrepancies related to Suspense account entries & perform timely commission revenue reconciliation.
  • Handled outstanding breaks & resolved issues through proper escalations.
  • Prepared and sent relevant inputs for NFRF reporting with ageing details and reason for outstanding.
  • Collaborated with cross-functional teams to analyze discrepancies related to suspense accounts.
  • Prepared financial KPI reports & dashboards for investment & insurance products.
  • Maintained issue tracker ensuring resolution of queries & issues within timelines.
  • Saved 0.5 FTE by enhancing narrations & references in TLM, increasing the Auto-match percentage.
  • A global banking and financial services company providing a range of products and services.

Process Associate - Pre-Foreclosure - Banking and Mortgage division

Xome India
12.2017 - 09.2019
  • Company Overview: A leading provider of real estate services in the banking and mortgage industry.
  • Streamlined Bank of America –BAC– order placement processes, improving operational efficiency by reducing processing time by 15%.
  • Managed Pre-foreclosure client delivery achieving 98% on-time submission of required notices.
  • Issued formal Notices of Default –NOD– for homeowners, ensuring compliance with legal timelines.
  • Reviewed loan modifications and secured forbearance agreements for at-risk homeowners.
  • A leading provider of real estate services in the banking and mortgage industry.

Operations Associate - Brokerage

Solartis LLC
09.2017 - 03.2018
  • Company Overview: An operational services company providing insurance brokerage solutions.
  • Managed order placement of 50 insurance policies monthly, ensuring 98% accuracy and reducing turnaround time by 15%.
  • Processed insurance binders for new and renewal policies, ensuring accurate documentation.
  • An operational services company providing insurance brokerage solutions.

Education

Bachelor of Engineering (B.E) -

Jaya Engineering College
Chennai, TN
06.2017

Skills

  • Microsoft Excel
  • SQL
  • Jira
  • Product Knowledge
  • TLM Knowledge
  • UAT Testing
  • Risk Assessment
  • Analytical thinking
  • Leadership

Timeline

Team Leader - Global Reconciliation Unit - Wealth Management & Retail banking

Standard Chartered GBS
09.2019 - Current

Process Associate - Pre-Foreclosure - Banking and Mortgage division

Xome India
12.2017 - 09.2019

Operations Associate - Brokerage

Solartis LLC
09.2017 - 03.2018

Bachelor of Engineering (B.E) -

Jaya Engineering College

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NAVEEN KUMAR A