Prakash Kumar Patra

• Accomplish strategic plan through overseeing operations, developing functional roles and assigning responsibilities to employees (Team Size - 12)
• Managing Syndicated Loans Portfolio for US Based Bank
• Managing the Business deliverables & ensuring adherence to defined SLA
• Responsible for Loan Life Cycle Management
• Managing Stake-holders through Weekly Calls
• Weekly Dashboard and Process review with Senior Management and Stake Holders
• Performance Management of team members
• Involve in closing complex deal structures which involves tracking, verifying, reviewing accuracy of loan documents
• Analyzing and researching items for resolution, performs governance activities, performs quality assurance activities/resolving exceptions and review loan documents accordingly
• Provides daily loan maintenance to support client's need after the loan is boarded in system
• Perform audit checks on process including quality of new facility, modification, renewals, Letter of credit, amendment & Loan servicing requests, handles advance request and interest changes request
• Liaise with RM's, FO and Credit Team on any New deal closings and documents/approvals
• Periodic review and re-base line the Productivity, Quality target and scorecard
• Ensuring process maps are reviewed & signed-off twice a year as per defined business goals
• Fortnightly connect with the Quality Team for the Business Review & Control adherence
• Performance management of Team members through Monthly 1-1.

• Approving critical and high value transactions (Drawdown, Repayments, Manual Cash-flows)
• Responsible for daily activities like Borrowings, Rollovers, Paydowns, Interest payments on the loans as requested by clients
• Working with different portfolio managers to settle par primary and secondary trades, affirmation, and confirmation of Syndicate lending trades
• Solving queries daily with onshore and reaching out to agent banks regarding missing notices, payment dues, wires for aged past dues, interest mismatch etc.
• Monitoring mailbox incoming work and assigned to the team accordingly throughout the day
• Monitoring of Cash payments/receipts in case of borrowing and Paydowns, coding the notices/renaming conventions of notices on LSfax mails/notices
• Ensuring all transaction processing in system for all notices which received from agent banks are processed, approved & released on same day with set quality levels
• Extract of reports and reconciliation in Clear par on daily basis by EOD with set quality levels
• Handling escalation, coordinating with global partners on a weekly basis through VC, calls and sharing the minutes of meeting across the team
• Monitoring day-to-day activities of team and ensuring smooth functioning of the process without any breach in policy.

• Handled team working on Syndicated and agented deals for UK region (Team Size - 4)
• Played a key role in successfully migrating Deal Setup and Funding process from Kuala Lumpur
• Reviewing LSA to analyze data including margin, fee rate (utilized/un-utilized), interest, etc.
• Responsible to make any Deal & Facility level amendments in LIQ
• Reviewing on Bi-Lateral, participation and agency deal for UK region
• Responsible for servicing and closing the deal (new & existing) from Loan borrowing to Loan pay down
• Reviewing entire credit agreement and analyzing data including margin, fee rate (utilized/un-utilized), interest, etc.
• Prepare Deal, Facility, Note Book in LoanIQ, and Update SSI details in Deal under LoanIQ Application
• Handling escalation, coordinating with global partners on a weekly basis through VC, calls and sharing the minutes of the meeting across team
• Providing approvals for funding, roll over, pay down, payment instructions and fees for loans processed
• Monitoring day to day activities of team and ensuring smooth functioning of the process without any breach in policy.

• Performed the role as Deal Administrator Global Loan Operations (Netherlands)
• Responsible for servicing 80 deals (both Agented & Non-Agented) & processing of Loan Repricing's (Renewal), New Drawdown, Interest payments, principal payment, fee payment in LIQ for the same
• Ensuring all transaction processing for all notices which received from agent banks are processed, approved & released on same day with set quality levels
• Scheduled Activity Generation and Work-in-progress Review and to see to it that it is completed by EOD
• To investigate & reconcile the past dues & WIP's (work in process) items
• To follow-up with agent banks for any discrepancies on lender shares, missing trades, missing notices/funds
• Responsible for sending out Intent & rate set notices to lenders, risk participants & borrower
• Responsible for processing fund movements to inter branches & sending out funds for agent banks
• Responsible for monitoring Manual NL AG Loan admin mail inbox, Renaming & Movement of notices to respective lender folders
• Analyzing credit agreement to ensure all records in system are as per the agreement and making necessary changes wherever required
• To investigate on negative accruals in the system (causes for it) and doing the online accrual for correct interest payments
• To update new spread rates (margin) in the system for a particular customer per the pricing matrix
• Query handling [Agent, Participants, Lenders and Front offices].

• Role involved closely working with bank, student and professional for enhancing revenue capability for the organization.

• Builds market position by locating, developing, defining of Home Loans, Personal Loan and Student Loan

• Prospect for potential new clients and turn this into increased business targets

• Identify potential clients, and decision makers within client organization.

• Submit weekly progress reports and ensure data is accurate

• Cold call as appropriate within market or geographic area to ensure a robust pipeline of opportunities.

• To work with internal team, marketing staff, and other managers to increase sales opportunities and thereby maximize revenue for their organization.

• Prospect for new clients by networking, cold calling, advertising or other means of generating interest from potential clients.

• Builds market position by locating, developing, defining, negotiating, and closing business relationships. Research and build relationships with new clients.