Preethi Swaminathan

• Proven ability to learn quickly and adapt to new situations. Accounting Operations
• Gained extensive knowledge in data entry, analysis and reporting.
• Syndication Process under Syndicated Bank
• Worked Under Portfolio Profile through Digitize Faxes
• Interest Calculation Process working under WSO and Solvas Application given by Deloitte banker
• Having knowledge about Libor, SoFR , prime rate Calculation Process
• Client Processing under Borrowers and Shareholders of United States Shareholders
• Learned and Processing WSO Mapping, Solvas Mapping, Split, Combine , Rate Set , Drawdown , Paydown , Under Daily Activity, Through Digitize Faxes
• Research Process under EMEA Client Processing of Portfolio Management And Banking Borrowers and Resolve the Cases as per Client Requirements

• Learned and adapted quickly to new technology and software applications.
• Skilled at working independently and collaboratively in a team environment.( Non Voice Banking)
• Add, Modify and Delete the Information about the Customers Insurance
• Worked for US Client - Travelers Insurance
• PRUW - Underwriter Insurance Banking Process under Internal and External Customers
• Home, Homesaver, Auto, Boat, Yatch and Plus Under These Process Worked on the Customers Data of Insurance Banking ( PAF & Plus Insurance handled by Onshore Team)
• Also Validate Agent Of Record ( AOR ) process , Money Transfer Process
• Having Knowledge About Lean Digital Management
• Got Trained In Google Pay Account- Process at Google Office Hyderabad
• Per Day Handled 250 Customers For Validation and Maintained the 100 percent Productivity
• Know how to Prepare Allocation and EOD Report

Learned and Gained Knowledge about Link, Trust,

Account Closure, Adding Beneficiaries to the Customer Profile - Operations Banking Non - Voice

Online Banking Channel 360 Process

Investment Banking- Worked For US Client Capital One Banking

Under Sassy and Citrix Application processed under Customer profile

Given 100 Percent SLA and TAT when Processing

Handled financial transactions worth over dollars and Amount

Cultivated client relationships through high levels of direct communication to maintain customer loyalty.

• Self-motivated, with a strong sense of personal responsibility.
• Proved successful working within tight deadlines and a fast-paced environment.
• Developed strong organizational and communication skills through coursework and volunteer activities.
• Handled the Customers Call for Demat Account Verification- Voice Process ( Domestic Voice Process)