Prabha Karan Rajan
Chennai
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Loan Examination Specialist (US Mortgage)
Wells Fargo
04.2022 - Current
- Supervised and managed a team, ensuring the excellent customer service was provided to all customer
- Intake process identify streamline or project waiver eligibility and tasks are set to order master insurance
- The doc processor leverages information from FFMT web, Core or ICMP to identify contacts
- Review and validate the HOA insurance to ensure property insurance is current & accurate
- Depending on Type, the document is uploaded to ELF and/ or Builder share and queued for review by an underwriter
- Underwriter will review & satisfy master hazard and walls-in insurance stipulation unless additional information is needed
- Approve the loan and send for closing/disbursement
- Connect with Onshore partner on regular interval
- Analyzed current processes and identified areas for improvement, resulting in increased customer satisfaction
Team Leader (Commercial Bank)
Accenture
10.2015 - 03.2022
- Guided and handled 15 Team members in Collateral Boarding & Commercial Boarding team
- Worked closely with Business Controllers and Directors
- Conducting monthly service review meetings with the Stake Holders
- Communicating with the team: Conducts Daily/Weekly/Monthly Team Meetings
- Responsible for all customer escalations, attending review calls with clients
- Collateral Boarding Team: Creating all Collateral Records and Documents in ACBS
- Review existing records for accuracy and recording purposes and make updates/corrections when needed
- Upload all pertinent docs to Fort Docs for tracking purposes and audit requests
- Adding brand new Co-borrowers- Boarding adds all new co-borrowers
- Boarding team creates the initial insurance records upon receipt of loan package (Property Insurance & Liability Insurance) Boarding the New Flood Insurance Set up and Monitor flood mapping for all loans
- Responsible to review and submit the MIS reports, Daily Dashboard, Monthly Business Report & RCA Tracker
- Commercial Closing Organization Team Monitoring of Non-Loan Processing & Commercial Card in Commercial Closing Team
- Perform the Due Diligence & a review for appropriate credit authority approval
- Interact with the LOB, Underwriters & Portfolio Manager on Weekly basis.
Process Analyst
Wipro BPO
07.2013 - 10.2015
- Key Responsibilities – Invoice Processing & Matching Exception Team Invoice processing in Oracle
- Clearing the Invoices which will be lying on hold due to some reasons (Example) PO not approved, Tax variances, Lines details Incorrect, Shortage of PO value etc
- Download the outstanding invoices report from oracle and provided the comment for not paid and send it to the respective buyers to take necessary action on a weekly basis
- Matching the Invoices with Purchase order correctly
- Analyzing the reason for hold and go back to the respective buyers/suppliers for necessary actions
- Handling the Email queries and cleared those emails within One day TAT
- Maintaining vendors database system is centralized maintained vendors records which include vendor name, remit to address, tax information, payments types and departments from the source VAF (Vendor Authorization Form)
- Provided the payment status, remittance information and payable details with terms and scheduled payment date.
Education
MBA Finance -
The Madras University
B.Com General - undefined
Sir Theagaraya Collage
HSLC - undefined
The Hindu Theological Hr.Sec.School
01.2009
SSLC - undefined
The Hindu Theological Hr.Sec.School
01.2007
Skills
- Citrix – Extra ALS, CORE, ACBS, HUB, Salesforce & Mainframe
- ERP Product: Oracle
- RPA - Blueprism & UI Path
Certification
- Robotic Process Automation (RPA) Certified (Blue Prism – Ui Path)
- Visual Basic Application (VBA)
- Certified Emerging Team Leader by Accenture.
Profile Overview
Highly motivated, creative professional with 10 years of experience in following domains, Finance Accounts, Commercial & Retail Banking. High knowledge in Commercial & Retail Banking – Collateral Boarding Process, HOA US Mortgage Insurance & Automation Area. Proficient in Resource Management, Handling the Onshore Client, Staffing and Processes. Proficiency with Robotic Process Automation (RPA), Visual Basic Application (VBA) & MIS Data management; MS Office including the Automations. Experience in working with automation tools UiPath & Blue Prism.
Accomplishments
- Implemented RPA to Commercial Closing Organization Team & saved 3 FTE
- 20+ Process Ideas, 3 Out of Box Awards & Star of the Month Awards.
- Innovator Award – awarded for reduction in volume of cases
- Implemented SQF status automated tools by using Excel Macro
- Helped other teams to build the Macro.
- Successfully completed “Emerging Team Leader” Program in Accenture.
Languages
English
Tamil
Areasofexposure
- Transition, Transformation, stabilization, and optimization of Collateral Boarding Process.
- Independently handled two Transitions for Knowledge Acquisition related to Collateral Boarding & Commercial Closing Organization Team (United States).
- Preparing the Exhibit for new projects and shared to the Onshore & Offshore Management in order to sign off the project and Preparation of SOP’s.
- Project SPOC for SQF (Standard Quality Framework) and PTM (Part Time Tech Master)
- Quality Reports and decks – Service Delivery, Monthly Review Meeting, SLA reports.
Personal Information
- Date of Birth: 09/10/1991
- Gender: Male
- Marital Status: Married
Disclaimer
I hereby certify that the given above details are true to the best of my knowledge and belief.
Timeline
Loan Examination Specialist (US Mortgage)
Wells Fargo
04.2022 - Current
Team Leader (Commercial Bank)
Accenture
10.2015 - 03.2022
Process Analyst
Wipro BPO
07.2013 - 10.2015
B.Com General - undefined
Sir Theagaraya Collage
HSLC - undefined
The Hindu Theological Hr.Sec.School
SSLC - undefined
The Hindu Theological Hr.Sec.School
MBA Finance -
The Madras University
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