Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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SARATH JAYAMOHAN

SARATH JAYAMOHAN

Chennai

Summary

Dedicated and results-oriented Loan origination Specialist with a proven track record of excellence in reviewing loan documentation and ensuring the accuracy and compliance of commercial loan transactions. Thrives in high-pressure, high- volume environments with daily deadlines, consistently exceeding service level expectations. Adept at utilizing multiple loan systems and collaborating effectively with cross- functional teams. Strong commitment to quality assurance and meticulous attention to detail. Eager to contribute expertise in compliance, process optimization, and advisory services to enhance operational excellence in a changing landscape. Actively seeking opportunities to apply these skills.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Loan Origination Specialist III

J. P. Morgan Chase & Co.
07.2023 - Current
  • Completed ~5100 assigned Deal Setup cases within Private Bank International and Wealth Management for LATAM and Domestic respectively.
  • Discovered problems in the booking package papers for internal and external councils to the credit risk management system.
  • Activated loan products and finalized fundings for over 400 clients by entering client, facility, and loan information into systems like Loan IQ and ACBS.
  • Critically analysed the outstanding loans to correct any mistakes in the ACBS and LIQ.
  • Responsible for proactive communication regarding loan issues with Underwriters, Bankers and Executive management.
  • Well versed in SOPs, compliances, and bank policies to mitigate credit and business risks.
  • Internally testing the controls, provide inputs for any issues.
  • Drive process calls, escalate issues to stakeholders (onshore partners, legal team, collateral and covenants monitoring team), and provide clear and concise process updates and answers to queries, using strong communication and interpersonal skills.
  • Bagged the LOB excellence award and became SME for the process.
  • Demonstrated strategic thinking in project participation, showcasing adaptability and a problem-solving mindset.
  • Thrived in a high-volume, deadline-driven environment, consistently exceeding performance expectations.
  • Ensured strict compliance with credit, audit, and funding requirements.
  • Proficiently handled loan bookings, renewals, and modifications within the commercial loan system.

Consultant

Imarticus Learnings
10.2022 - 07.2023
  • Stated as Loan origination Processer for JP Morgan Chase & Co.
  • Functioned in various loan booking and funding verticals for the US and LATAM markets.
  • Curated new bookings, renewals and line letters for CPC, domestic & LATAM (multi-currency) cases.
  • Acquired essential skills in ACBS and LIQ software as well as an acute knowledge in REGU and REGZ regulations.
  • Identified vulnerabilities in the processed Line Letters and No Doc Renewals.
  • Converted existing LIBOR facilities to Variable SOFR facilities using the proper software.

Education

CPA

Miles education
04.2025

M.COM - PROFESSIONAL ACCOUNTING

JAIN UNIVERSITY
Banglore, India
01.2023

BBA - financial planning

DR. MGR EDUCATIONAL & RESEARCH INSTITUTE
Chennai, India
01.2021

B.COM -

IDEUNOM (University Of Madras Institute Of Distance Education)
Chennai, India
01.2020

Skills

  • Proficiency in Microsoft Office Suite
  • Effective oral and written communication skills
  • Action-oriented
  • Result-focused
  • Stakeholder Team Management
  • Control Management
  • Deadline driven
  • Escalation Management

Certification

A2 Certified Investment Banking Operations Professional, Imarticus Learnings, 2022, Equity and Money Market, Securities and Derivatives, Trade life cycle of Listed and OTC products, Reference Data Management, Functioning of Clearing and Settlement systems, AML/KYC, Reconciliation, Risk Management.

Languages

  • English
  • Malayalam
  • French
  • Tamil
  • Hindi

Timeline

Loan Origination Specialist III

J. P. Morgan Chase & Co.
07.2023 - Current

Consultant

Imarticus Learnings
10.2022 - 07.2023

CPA

Miles education

M.COM - PROFESSIONAL ACCOUNTING

JAIN UNIVERSITY

BBA - financial planning

DR. MGR EDUCATIONAL & RESEARCH INSTITUTE

B.COM -

IDEUNOM (University Of Madras Institute Of Distance Education)

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