SHWETA AMBRE
Mumbai
Summary
Dynamic Team Leader with a proven track record at J.P. Morgan Chase, excelling in credit risk assessment and workflow efficiency. Skilled in conflict resolution and employee training, I consistently enhance team performance and drive process improvements, ensuring compliance and timely deliverables in high-pressure environments. Passionate about fostering collaboration and achieving operational excellence.
Overview
8
8
years of professional experience
Work History
Team Leader
J.P Morgan Chase
Mumbai
03.2023 - Current
- Execution of account openings in systems for all Chase and non-Chase sponsors.
- Maintaining oversight of data environment and readiness for middle office systems.
- Processing client portfolio requests through workflow tool promptly.
- Generation of comprehensive daily, weekly, and monthly business and operational reports.
- Facilitating issue resolution by partnering with Front Office, Operations, and Technology teams.
- Conducting reconciliation of positions, transactions, and indicative data across various systems.
- Handling of deliverables while managing a high volume of ad hoc requests efficiently.
- Identifing and addressing the urgent emails promptly.
- Sustaining the adherence to turnaround time targets during service operation.
Manager
FULLERTON INDIA CREDIT LTD
Powai
11.2022 - 02.2023
- Assessed client financial standing to underwrite personal loan cases effectively.
- Ensured timely execution by managing credit processes from application to disbursement.
- Made decisions based on comprehensive analysis of income, employment history, and credit details.
- Supervised collection activities for business cases ranging from zero to twelve months.
- Detected potential fraud through thorough analysis of documentation.
- Collaborated with sales, operations, and financial control units to enhance process efficiency.
Manager
Kotak Mahindra Bank
Goregaon
12.2021 - 11.2022
- Performed thorough evaluations of income potential and intentions for personal loan underwriting.
- Directed credit loan application workflow from initial login to conclusive decision-making.
- Facilitated discussions with customers to thoroughly understand their financial needs and conditions.
- Worked alongside relationship managers and credit officers to pinpoint key risks and opportunities in credit assessment.
- Created alternative financing solutions informed by detailed customer data analysis.
Manager
IndusInd Bank
MIDC Andheri
01.2019 - 12.2021
- Executed KYC processes by verifying customer applications thoroughly.
- Analyzed bank and credit card statements to assess creditworthiness.
- Engaged with RCU support team for detailed evaluation and validation.
- Ensured timely issuance of credit cards while monitoring necessary approvals.
- Consistently achieved daily targets through effective task management.
- Led training sessions for new employees, enhancing team capabilities.
- Implemented FUN FRIDAY initiatives weekly to strengthen team relations.
Deputy Manager
Kotak Mahindra Bank
Goregaon
05.2017 - 12.2018
- Verified application authenticity, completed KYC process, and issued credit cards within TAT.
- Identified and implemented process improvements to enhance policy compliance.
- Coordinated with verification agency for timely authentication and cross-verified reports.
- Collaborated with sales, operations, and collections teams to reduce monthly delinquency.
Education
MMS - Finance
Mumbai University
Mumbai11.2022
BAF -
Thakur College of Science And Commerce
01.2017
Skills
Team management skills
- Team leadership
- Credit risk assessment
- Workflow efficiency
- Conflict resolution
- Audit compliance expertise
- Employee training and development
- Financial analytics
- Risk management strategies
- Process improvement
Timeline
Team Leader
J.P Morgan Chase
03.2023 - Current
Manager
FULLERTON INDIA CREDIT LTD
11.2022 - 02.2023
Manager
Kotak Mahindra Bank
12.2021 - 11.2022
Manager
IndusInd Bank
01.2019 - 12.2021
Deputy Manager
Kotak Mahindra Bank
05.2017 - 12.2018
MMS - Finance
Mumbai University
BAF -
Thakur College of Science And Commerce
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