Sourav Bose

• Connected with clients and developed strategies to achieve sales and customer service goals.
• Developed policies and procedures to ensure quality of service delivery.
• Created effective business plans to focus strategic decisions on long-term objectives.
• Conducted regular performance reviews with staff members to ensure objectives were met.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
• Built strong operational teams to meet process and production demands.
• Collaborated with other managers on initiatives that could improve operational efficiencies.
• Motivated and evaluated personnel for performance improvement and goal achievement.
• Organized team building events for staff members in order to foster collaboration.
• Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
• Delivered positive customer experiences by implementing effective quality assurance practices.
• Ensured compliance with all applicable laws, regulations and standards.
• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Working on an Ameriprise Brokerage account. Receive client request for different types of money movement. One Time Money Movement and Recurring Money Movement Instructions.
• Wires is the fastest mode of Money Management. We process Money Movement outgoing wire within US and outside US both.

Working in a Global Corporate Investment Banking Process and engaged in creating commercial loan documents for the clients in US as per their credit reports and also perform Due diligence on the same.

• Analyzing and evaluation of loan documentation basis Bank of America’s guidelines.

• Review of legal documents like Promissory note, Loan agreement, Borrowing Resolution, to ensure the accuracy & completeness according to the rule based checklist.

• Responsible for ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies.

• Funding the loan to the end customer in the form of deposit to DDA, wire or existing payoff like Automated Financial System and Automated Lending System.

• Arranging all kinds of schedule (Principle/Interest) on AFS and collecting fees and dues from the customer.

• Responsible for working and analyzing different types of loan applications.

• Direct interaction with clients for resolution of queries and follow-up on documentary exceptions

• Contributing towards department efforts in the areas of constant process improvement, improving productivity etc.

• Responsible for providing process reports to management.

• Regular Interaction with internal and external clients for job related activities.