Shivali Kapoor
Manager-Banking Operations| Operational Excellence | Credit Fulfillment, Lending & Loan Syndication
Summary
Self-starting Operations Manager with expert team leadership, planning and organizational skills built during successful career. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
15
15
years of professional experience
Work History
Manager
Bank of America Continuum India Pvt Ltd
01.2022 - Current
- Managing Team of 20 people for Monitoring and Compliance process from last 5 years
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies
- Certified 20 Automation & Risk projects along with Business Impact projects in the Team last year
- Green Belt certified from Bank of America (Capstone)
- Successfully migrated 3 Migration process within Fulfillment/Loan syndication process and helped the business to scale up
- Ensuring strong governance at start of the day and end of the day control for the business to access optimal utilization
- Responsible to conduct Monthly Business Review with LOB partners and senior leadership
- Regular connects with Line of Business of all regions on process updates and exploring more collaboration opportunities
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow
- Introduced new methods, practices and systems to reduce turnaround time
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines
- Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance
- Identified procedure or process changes required to improve performance and productivity.
- Accomplished multiple tasks within established timeframes.
- Responsible to conduct timely BCP of the process
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Assistant Manager/Team Leader
Bank of America Continuum India Pvt Ltd
01.2018 - 01.2022
- Of all three sites of Monitoring & Compliance process (US & India) processed on Credit agreement/loan documents review in CTS
- Assisted in organizing and overseeing assignments to drive operational excellence
- Completed 20 Risk & Automation projects
- Keeping an eye on Daily Allocations, EOD reports, monthly utilization preparation
- Scorecard preparations
- Weekly calibration sessions
- Increased employee performance and job satisfaction to strengthen retention and engagement
- Mentored team members to enhance professional development and accountability in workplace
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements and evaluate progress toward goals.
Team Member/Sr Team Member/Team Developer
Bank of America Continuum India Pvt Ltd
06.2008 - 12.2017
- Part of Consumer Chat/Email process to answer customer's accounts queries
- Performed well and was on top throughout the year
- Moved to Monitoring & Compliance process in which used to review the Credit agreements of syndicated loans for commercial & large cop clients
- Taking care of TAT, accuracy metrics of the allocated work
- Contributed to team success by completing jobs quickly and accurately
- Learned all required tasks quickly to maximize performance
- Maintained productive, efficient approach to all tasks
- Developed strong cooperative relationships with coworkers and managers
- Pursued learning opportunities to advance knowledge and take on leadership position
- Resolved issues quickly to maintain productivity goals
- Trained new team members by relaying information on company procedures and safety requirements
- Maintained work structure by updating job requirements and job descriptions for positions
- Sought out ways to go above and beyond job requirements
- Instructed junior team members on protocols and procedures of each station to maximize contributions.
Education
BBE –Bachelors - Business Economics
01.2005 - 04.2008
Intermediate Banking certification in KYC/AML; Bank of America - undefined
Basic German Language course; Bank of America - undefined
Skills
Expertise on CTS, EDR, ACBS, GFS, Confirmationcom, Clear Par applicationsExperience in Credit Agreements, Loan documents review, Collateral Booking, Audit ConfirmationEmployee relations and conflict resolutionRisk managementProject ManagementProject planning and development
Policies and procedures
Coaching and mentoring
Operations management
Professional Summary
- Overall 15 years of experience in People Management, Business support, Project Management, Client Relationship, Operational excellence & training
- Currently associated with Bank of America Continuum India Pvt Ltd as Manager (Operations)
- Leading Team with overall span of 20 specialists in Loan Syndication, Monitoring & Compliance, Collateral Booking and Audit Confirmation
- Helped to migrate LOAN IQ application
- Responsible to prepare/review SLA (Service level agreements) or SPD (Sub Process Documents) for APAC countries
- Proficient in LOAN IQ, CTS, EDR, ACBS, GFS, Confirmation application
- Expertise in Loan documentation review, Credit agreement /loan agreement, Collateral bookings
- Green Belt certified (Process Excellence) from Bank of America
- Recognized with Women's Achievers Award in 2022
- Trained in preparing process procedures on ARIS application
- Drive business wide initiatives like setting up Loan operations center of Excellence for consistency & collaboration opportunities amongst various loan teams
- Migrated 4 different regions (EMEA/APAC/CANADA/LATAM) & 1 process to Credit Fulfillment/Loan syndication part
- Adopting & promoting six sigma lean methodology for process, 40 projects closed under the span of last 4 years on automation, risk reduction & efficiency improvement
- Proficient at MIS with considerable experience at Dashboard preparation, LOB visit, Data Analysis
Additional Information
- Date of Birth – 21st February 1988
- Address – Flat - 38, first floor, Peepal Apartment, Dwarka Sector 17, Pocket E, near CNG station, New Delhi – 110075
- Linguistics- Hindi & English
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Manager - Bank of America Continuum India Pvt Ltd
01.2022 - Current
Assistant Manager/Team Leader - Bank of America Continuum India Pvt Ltd
01.2018 - 01.2022
Team Member/Sr Team Member/Team Developer - Bank of America Continuum India Pvt Ltd
06.2008 - 12.2017
Delhi University - BBE –Bachelors, Business Economics
01.2005 - 04.2008
- Intermediate Banking certification in KYC/AML; Bank of America,
- Basic German Language course; Bank of America,