Pushparaj Shetty

• Preparation and presentation of Account Profitability Report w.r.t ALM of Corporate Banking, Emerging Corporate Groups, Healthcare Finance, Infrastructure Finance, & Realty Finance divisions of Wholesale Banking.
• Reporting of the overall Wholesale Banking Business of the Bank for the MD requirement.
• Budgeting & forecasting of Loans and Bills Cash flow for the Wholesale division of the Bank.
• Trend analysis, Variance Analysis and Gap Analysis for Income, Cost of funds, income after cost of funds, transfer pricing rate, yield, spread, etc, calculations.
• Working on GH and CFO requirements for time-saving and revenue-generating projects.

Achievements:

• Enhanced forecasting accuracy through the development of reports, leading to a 25% increase in forecast precision.
• Led a team of 2 in developing and managing NTB clients.
• Coordinated and maintained 15+ interactive Tableau dashboards to monitor and report on KPIs, improving report generation efficiency by 35%.
• Streamlined the data collection process for service operations, improving the reliability and timeliness of Service & Support metrics.
• Communicated with and resolved 4000+ queries received from more than 150+ RMS of 4 different wholesale bank divisions.
• Maintained the highest employee rating in the team for the past 2 years.

• Analyzed and determined eligibility for various types of mortgage loans like Jumbo Loans, Fixed Rate Mortgage, FHA Insured Mortgage, Interest-Only Loans etc.
• Conducted comprehensive assessments of relevant financial documents for customers and clients.
• Developed extensive training resources to boost productivity by 20% and enhance quality deviation by 31% Selected as an expert to enhance onboarding efficiency, guide staff, and conduct quality assessment & consistently exceeded quality and production goals month over month.
• Received a rating of 4/5 during employee evaluation. Upheld the highest standards of quality and reduced errors and queries by 32%.

Achievements:

• Maintained a good score and precision in Jumbo Loans valuations.
• Trained and maintained a good quality score of employees, having a low score for quality.
• Analyzed and determined the eligibility of 1000+ Loans in a 1-year tenure with a quality score of 91%.
• Selected and worked with the Pilot Team of 6 on onboarding of new clients.

• Provided support to Loan Officers, Brokers, Relationship Managers, and the Underwriters team of USA by ensuring timely, judicious, and accurate processing of mortgages and loans.
• Created business reports and monitored data to identify changes in Financial and credit trends.
• Led a team of 15 members in the Philippines remotely.
• Improved quality deviation through QC processes.
• Streamlined process pipelines and mailbox, reducing queries by 10% to 12%.

Achievements:

• Achieved a productivity increment of 10% through comprehensive training and quality control.
• Selected as a Delivery Manager to Onboard projects and streamline pending projects.