Praveen N
Bangalore
Summary
An aspiring investment banking professional with finance and operations graduated in 2019. Possess knowledge related to financial market like Cash equities, fixed income securities, derivatives, trade life cycle, and corporate actions, AML/KYC, Asset Management, Risk Management. Additionally, skilled in leadership, looking forward to utilizing these skills in the investment banking industry.
Overview
6
6
years of professional experience
2020
2020
years of post-secondary education
Work History
Senior Analyst
Bluevine
Bengaluru
04.2023 - Current
- Adhering to SLA, and understanding quality & audit parameter
- Working as commercial Lending operations (CLO) as leading a team with 100% accuracy
- Processing all transactions within the cutoff time with 100% quality, with controls and audit mindset
- Worked on salesforce and sky walker to Review of client information and loan application
- Funding prechecks, Signature validations, Borrower check, etc
- Worked in pre-litigation project as re-examining the details of the client to re approve there request
- Working on reports such as idi core, CLEAR, NY state, PACER etc giving 100% accuracy on it by adding detailed comments for open breaks and closing the breaks within SLA
- Supporting for underwriting team for gathering the documents
- Experience in industry tagging for the US state client
- Knowledge on Cash Position Report, Loan application process and KYC
- Address the needs of clients/Stakeholders
- Understanding the client specific exceptions to serve them better
- Actioning Compliance certificates as it has strong impact in Margin, Fee rate
- Maintained updated knowledge base on industry trends and best practices.
Senior Associate
Fidelity National Financial India
Bengaluru
02.2021 - 11.2022
- Worked as title search and title examiner with full search
- Worked in multi project like TAVO and onboarding to procure the information
- Facilitated communication between departments to enhance project visibility.
- Analyzed data trends to support strategic decision-making processes.
- Developed training materials for new staff onboarding and orientation.
Process Consultant
Sagility
Banglore
11.2019 - 01.2021
- Adhering to SLA, and understanding quality & audit parameter
- Completion of cases in queue within specified time frame
- Acquiring knowledge & skill of related areas of the process
- Mentor & coaches for new members of the team
- Processing case developing projects, asper the process guidelines
Education
Bachelors of Commerce - Accounting & Business taxation
Pinnacle Institute of Management And Science
Bangalore 04.2016 - 07.2019
Pre University - Commerce
Mahesh PU Collage
Bengaluru 05.2014 - 03.2016
New Baldwin High School
Bengaluru Skills
- Accurate money handling
- Documentation and recordkeeping
- Retail merchandising expertise
- Teamwork , leadership and communication
- Salesforce proficiency
Accomplishments
- Coordinator in placement carnival (2019)
- Participated in entrepreneurship development program (2019)
- Took 2 times top gun award in 01/2021, 08/2021 for meeting quality in 'Segility'
Languages
- English
- Kannada
- Tamil
- Hindi
Extracurricular Activities
Advanced badminton player
Sports Captain in College (cricket)
Sports Vice Captain in College (Kabaddi)
Additional Qualifications Certifications
- Trained in Basic Excel Certification from 'Balc Institute'
Personal Information
Father's Name: B Narsimha murthy
Languages
English
Advanced
C1
Timeline
Senior Analyst
Bluevine
04.2023 - Current
Senior Associate
Fidelity National Financial India
02.2021 - 11.2022
Process Consultant
Sagility
11.2019 - 01.2021
Bachelors of Commerce - Accounting & Business taxation
Pinnacle Institute of Management And Science
04.2016 - 07.2019
Pre University - Commerce
Mahesh PU Collage
05.2014 - 03.2016
New Baldwin High School