Summary
Overview
Work History
Education
Skills
Timeline
Generic

Neha Kumari

Bengaluru

Summary

Result driven Operations Manager with over 17 years of experience in wholesale loan operations and brokerage reconciliation process. Proven track record in process optimization, risk mitigation and stakeholder management. Adept at leading cross-functional teams and implementing compliance focused strategies to deliver high-quality, accurate and timely outcomes. Recognized for consistently driving operational excellence and enhancing efficiency in fast-paced, regulated environment.

Overview

20
20
years of professional experience

Work History

Assistance Vice president

J.P.Morgan
Bengaluru
02.2019 - Current
  • Loan Operations Lien Perfection Associate - 2019 till date
  • Led transformative leadership sessions for managers, fostering a positive work culture by facilitating relatable discussions, shared experiences and enhanced team bonding to cultivate effective leadership.
  • Part of #Sheleads program (DEI), focused on creating a support system for women, creating a safe and empowering environment.
  • Driving end to end co-ordinations of townhalls for Doc & collateral custody. Fostering transparency and elevating employee engagement across the organization.
  • Implemented work assist for team mailbox
  • Discovered interlinked filing issue while working on a ad hoc report & proactively reviewed remaining filings
  • Standardize the CTL process with the other line of business
  • Worked on multiple adhoc reports due to an ongoing issue with vendor pending expiration report to mitigate the risk of lapsed UCC.
  • Migrated Global Trade continuation process to Bangalore.

Team Leader

J.P.Morgan
Bengaluru
02.2013 - 02.2019
  • Tracking the status of the volumes and getting in touch with the credit in case of any approval pending to have the collateral release completed within the SLA.
  • Performing daily supervisory checks on the loans processed by the team to make sure the collaterals/UCC are released properly and the documentations imported to the necessary imaging system.
  • Planning and executing the various projects coming to the team.
  • Carrying out internal audits on a monthly basis to make sure the confidentiality of the client information is maintained and to determine the procedures are followed by the team in accordance with the process requirement.

Brokerage Reconciliation Process

J.P.Morgan
Bengaluru
01.2008 - 01.2013
  • Streamlining existing processes and devising better ways of doing things through automation with necessary controls in place.
  • Timely settling of invoices and meeting deadlines.
  • Posting ledger correct entries which make direct impact on traders P&L account.
  • Successfully mastered and migrated OTC brokerage reconciliation process from Bengaluru to Mumbai.

Research Analyst

Thomson Corporation Pvt. Limited
02.2006 - 10.2007
  • Collecting coverage related information from brokers, comparing it with the database and updating it accordingly.
  • Responding and resolving client queries through mails.
  • Checking the transparency of the data reflected on the product.

Education

Bachelor - Business Management

CMS-GITAM
Vizag, India
12.2005

Skills

  • Team management experience
  • Cross-functional collaboration
  • Strategic planning and execution
  • Expertise in process improvement and automation
  • Proven success in streamlining operations for efficiency
  • High attention to detail and accuracy

Timeline

Assistance Vice president

J.P.Morgan
02.2019 - Current

Team Leader

J.P.Morgan
02.2013 - 02.2019

Brokerage Reconciliation Process

J.P.Morgan
01.2008 - 01.2013

Research Analyst

Thomson Corporation Pvt. Limited
02.2006 - 10.2007

Bachelor - Business Management

CMS-GITAM
Neha Kumari