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 - 2008.04
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 applicationsundefined
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 - 2008.04
- Intermediate Banking certification in KYC/AML; Bank of America,
- Basic German Language course; Bank of America,
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