Hi, I’m
SHEETAL GARG
Bengaluru,KA
Summary
Ambitious and self-motivated individual with 7 years of professional experience, seeking a challenging position that utilizes my years of experience, while allowing me the opportunity to grow professionally.
Overview
7
years of professional experience
Work History
JP MORGAN CHASE & CO
Specialist
06.2021 - Current
Job overview
- Loan Origination, IV with Documentation Preparation Team
- Where I am responsible for-
- Preparing Legal Loan Documents & Checklist Commercial Bank clients- MM, FF, Florida Connection, Marketable Securities, SVB and FRB clients
- Responsible for Entity and Collateral due diligence
- Coordinate with Market (UW, CSC and Banker) to incorporate the client’s requirement in the documents
- Review executed documents to determine if any changes are required and refer ACBS for any open collateral exceptions
- Coordinate with Underwriter and legal to customize the Standard Documents
- Processing Documents via DocuSign for E-signature
- Handling volumes, maintaining SLAs and ensuring No Market escalation
- Timely responding on UW’s queries and follow up on Hold/ Aging items
- Part of internal fun committee.
AXIS BANK LTD
Customer service officer & Teller
01.2018 - 05.2021
Job overview
- On a designation of Assistant Manager
- Where I was Responsible for-
- Daily activities related to Banking process and cash management
- Handling daily cash flow of 5 crore
- Ensuring customer satisfaction by delivering superior services
- Understating customer needs and offering banking products according to their needs
- Handling banking daily activities by following rules and compliances.
JANALAKSHMI FINANCIAL SERVICES
Area Head, Senior Executive
08.2017 - 01.2018
Job overview
- Where I was responsible for following responsibilities by ensuring-
- Support the collections by visiting problematic customers/centers
- Disseminating the information among team timely
- Establish and maintain good as well as positive relationship with team and customers
- Ensure the best utilization of legal documents
- Software Knowledge:
- Aurora workflow, ACBS, iCRD, CT Lien, Customer Assist, DMS exchange.
Education
Prestige Institute of Management
Master of Business Administration from Finance
2017
V.R.G. Colleges
Bachelor of Commerce from Finance and Accounting
2015
Academic Major Research Project
- Self-designed research was conducted on “Saving Pattern and Investment Preference of Government Employees with Reference to Gwalior City”.
- Certificate for a case study on “Loan Assets: More Pain than Gain” “15th National case writing workshop” organized by PIMG in 2016.
- Certificate for a case study on ‘Banking the Unbanked-A Difficult Way in the World of Digitalization’ in “15thNational case writing workshop” organized by PIMG in 2016.
Awards
- Won “WLS Props- CB Champ 2023” award in Client Focus category for giving idea on DocuSign simplification.
- Received ACE award for Q3, 2024 for performance.
- Received ACE award Q4, 2023 for performance.
- Received Rookie award for Q3, 2022 for outstanding performance as a new Joiner.
- Won Infinity X award in January 2022.
- Won the First prize in “Street Play” in Annual fest organized by PIMG in 2016
Extra-Curricular Activities
- Part of fun committee for Doc Prep team.
- Part of the “Women on the Move” BRGs.
- Participated in Dodgeball in Sports day for the year 2022 and 2023.
- I was part of “FLOW Rebooters” (a fun committee for FLOW group).
- Participated in “Get up to Speak” (GUTS)” in year 2023 and 2024.
- Participated in Cultural Parade, walkathon, and meal packaging.
Strengths
- Dedicated and Self-motivated.
- Leadership Quality.
- Ownership and strong work ethics.
- Ability to work under pressure.
- A good player while having individual ownership.
Hobbies
- Watching animated movies.
- Cooking.
- Dancing.
- Exploring new places.
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