Managed a portfolio of over 200+ client accounts and reconciled discrepancies between clients and financial institutions. Implemented process improvements that reduced reconciliation errors by 15%. Developed and maintained relationships with key stakeholders to ensure accurate and timely reconciliation processes. Specialized Knowledge in Reconciliations and Investigation with 8 + years of Experience.
Leadership Skills - Ensured smooth operations of Wealth Treasury and Lending Process with 9 Team members by directing them to achieve the adhered SLA and SOP to be applied in the Operations to provide Zero Error findings to the Stakeholders
Communication Skills - Excellent interpersonal and communication skills, both written and verbal, to effectively interact with stakeholders at all levels
Project Management Skills - Handled Various number of projects, Tested at the UAT Phase and applied them in GOLIVE on he smooth manner
Critical Thinking Skills - Strong analytical and problem-solving skills to identify areas for improvement, analyze data, and make informed decisions and provided simplification idea to solve the issues
Collaborative - Collaborative approach to partnering with other departments to incorporate necessary changes and ensure alignment with business requirements
Reconciliation and Investigations: Expertise in performing reconciliations and investigations to ensure accuracy and identify discrepancies in financial transactions
Process Improvement: Proven ability to design, evaluate, and implement process improvements to optimize resource utilization and enhance operational efficiencies
Migrated Treasury and Lending Reconciliations from Nat West Markets(NRFB) to (RFB ) - NatWest Banking.
Migrated Wealth Manual accounts to Intellimatch Tool.
TLM Migration from Version 2.0 to Recs Premium Version
ISO migration from swift payments
TMS GBLO- ODC source - TDX Migration.
CDS - Credit Default Swap Project.
ECMS Projects - Eurosystem Collateral Management System
TLM Reconciliation through involvement of AI Projects
Implemented 5S Tool in Clearing the Shared Drive