Summary
Overview
Work History
Education
Skills
Languages
Certification
Software
Timeline
Generic

Sruthi Anith

Trivandrum

Summary

An overall professional experience of more than 4 years, as an experienced transaction process associate in Trade Finance and Retail Mortgage industry. Well versed in process implementation and decision-making skills while having proficiency in basic computer applications used for banking and financing. A personable communicator with a proven track record in process management, focuses on working as a team and helping in building team efforts. Other specializations include Banking & Insurance for BPS, Data Science and skills for loan financing, international trade financing, cheque processing, document review for compliance and other core banking and business process management knowledge that is applicable for Trade Finance processes.

Overview

9
9
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work History

1. Inside Sales Representative

Century Computers
04.2024 - Current
  • Supported outside sales representatives in preparing quotes, processing orders, and scheduling appointments for product demonstrations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Collaborated with outside sales representatives, marketing and other departments to generate leads and close sales.
  • Strengthened relationships with existing customers by consistently following up on inquiries and addressing concerns.
  • Set up new accounts, established customer credit and set up payment methods.
  • Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
  • Increased sales leads by proactively contacting prospective clients and providing product information.
  • Generated reports on sales activities using Excel spreadsheets for analysis at monthly management meetings.
  • Prepared purchase orders using ERP systems, ensuring accurate data entry and timely communication with suppliers.

2. Finance and Management Assistant

Sruthi Medicals and Healthcare Centre
11.2021 - Current
  • Manages pharmacy cost centres and oversees financial management policies and procedures.
  • Directs activities of pharmacy personnel involved in purchasing, receiving, and billing.
  • Accurate receipt of product and management of receipt ensuring correct pricing is in pharmacy computer systems.
  • Provide monitoring and tracking of appropriate drug cost rates and subsequent charges.
  • Improved office efficiency by managing client correspondence, record tracking and data communications.
  • Designed electronic file systems and maintained electronic and paper files.
  • Compiled and analyzed data using Microsoft Excel and Access.
  • Ran reception areas by greeting visitors and responding to telephone and in-person requests for information.
  • Replenished stock and processed deliveries to maximise product availability.
  • Received and processed stock using inventory management system.
  • On daily basis takes prescription orders from more than 30 customers.

3. Mortgage Support Assistant

Capital Area Realtors Federal Credit Union
03.2021 - 10.2021
  • Reconciled all company accounts.
  • Processed SBA’s (Small Business Administration) Paycheck Protection Program (PPP) transactions.
  • Created PPP profiles for more than 150 realtors in three months of PPP program.
  • Document analysis and review for PPP loan process and forgiveness.
  • Processed home mortgage documentation before underwriting.
  • Client engagement throughout loan processing time.
  • Monitored accounts payable and receivable statuses, keeping financial records up-to-date.
  • Oversaw daily operations to achieve high productivity levels.
  • Served customers to drive sales and deliver top-quality experiences.
  • Designed digital and print materials to engage audiences.
  • Handled high-volume telephone and email enquiries to minimize backlogs.

4. Senior Business Process Associate

Sruthi Communications
09.2017 - 03.2018
  • Handled and offered ideas to improve Digital Marketing Services.
  • Actively handled sales marketing operations.
  • Interacted directly with clients to improve client experience.
  • Played vital role in organization to enable business to run smoothly and successfully.
  • Profiled customers based on purchasing trends to increase sales.
  • Resolved customer receivable issues in positive and timely manner.
  • Leveraged strategic networking to create new business opportunities.
  • Handled high volume calls approximately 80 calls per day to address customer inquiries and concerns.

5. Business Process Associate (EMEA Trade)

Tata Consultancy Services
06.2016 - 07.2017
  • Processed EMEA Trade loan operations for CitiBank UAE.
  • Handled documentary collection in Export & Import.
  • Processed Export and Import payment and cheque and invoice financing.
  • Processed due date payment (MT202 & MT103) reviewing Nostro inward credits.
  • Interacted with clients regarding business requirements.
  • Reviewed transactions to ensure no sanction & AML involvement in any transactions.
  • Financed for avalised (promissory note) documents.
  • Resolved customer receivable issues in positive and timely manner.
  • Ensured order fullfilment by liaising with relevant payments teams.
  • Processed Trade financing for almost 20 most worldwide known Corporates.
  • Loan payment transactions approximately more than 20 processed along with check invoicing of 10-12 transactions per day.

6. Business Intern

USAM CadSoft Pvt Ltd
05.2015 - 06.2015
  • Documented workflow charts, records and job descriptions to guide overall organizational improvements.
  • Assessed & participated in analysis of market & process management in marketing department.
  • Supported sales team in gathering critical customer information for billing and consumption purposes.
  • Engaged in business development team status meetings.
  • Assisted in human resources department in training program schedule, mailing, and communication.
  • Monitoring and analysis of all expenses within allotted budget.
  • Management of all financial accounting activities for business operations.
  • Supported preparation of annual budget, forecast, and projections.
  • Applied data toward developing optimum objectives, strategies and plans for sales and marketing.
  • Communicated with staff at all organizational levels to assess current systems.
  • Assisted teams with implementing new recommendations as part of sales and marketing strategy.

Education

Master of Business Administration - International Business

Point Park University
United States
08.2018 - 12.2020

Bachelor of Business Administration - Business Process Management

PSGR Krishnammal College For Women
India
06.2016 - 07.2017

Skills

  • Trade Financing
  • US Residential Mortgage Processing
  • Document Review for AML analysis
  • Payment Processing for Letter of Credit Transactions
  • Trade Compliance
  • Invoice Discounting
  • Business Process Management
  • Corporate Financing
  • Digital Marketing
  • Import/Export Finance Operations

Languages

English
Fluent
Hindi
Upper intermediate
French
Beginner
Arabic
Beginner
Malayalam
Fluent
Tamil
Fluent
Kannada
Intermediate

Certification

Advanced Certificate in Data Science


Software

• Ms Excel
• Kofax
• Ms Power Point
• Oracle FLEXCUBE

Timeline

1. Inside Sales Representative

Century Computers
04.2024 - Current

2. Finance and Management Assistant

Sruthi Medicals and Healthcare Centre
11.2021 - Current

3. Mortgage Support Assistant

Capital Area Realtors Federal Credit Union
03.2021 - 10.2021

Master of Business Administration - International Business

Point Park University
08.2018 - 12.2020

4. Senior Business Process Associate

Sruthi Communications
09.2017 - 03.2018

5. Business Process Associate (EMEA Trade)

Tata Consultancy Services
06.2016 - 07.2017

Bachelor of Business Administration - Business Process Management

PSGR Krishnammal College For Women
06.2016 - 07.2017

6. Business Intern

USAM CadSoft Pvt Ltd
05.2015 - 06.2015

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Sruthi Anith