Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sowmya Shree R

Bangalore

Summary

Operations Specialist with extensive experience in the US Retirement domain, excelling in transaction processing and quality control. Maintained a 100% accuracy rate while driving operational excellence through training and collaboration on process optimization projects.

Overview

2
2
years of professional experience

Work History

Specialist Participant Transaction

Empower
Bengaluru
09.2025 - Current
  • Quality checking US retirement withdrawals while ensuring strict adherence to procedural compliance and sustained a 100% accuracy rate.
  • Mitigated risk by performing enhanced due diligence on transactions to prevent incorrect or duplicate payments and audit failures especially on DB plan requests and corrective processing.
  • Facilitated communication across departments (onshore & offshore) to effectively resolve intricate and high-risk client requests.
  • Conducted in-depth research and document review to identify and implement solutions for complex transaction requests via CIRRUS.
  • Drove operational excellence by conducting training for associates on SR and OnBase Quality Control protocols, ensuring a standardized approach to transaction processing and risk mitigation.
  • Created performance dashboard to track individual associate productivity.

Associate Specialist Participant Transaction

Empower
Bengaluru
09.2024 - 09.2025
  • Executed end-to-end processing and quality checking of complex financial transactions in OnBase and CIRRUS, ensuring compliance with procedural standards.
  • Collaborated on query management project to track process exceptions and provide real-time updates, improving visibility of transaction issues.
  • Prepared RCA for internal and external errors, identifying knowledge gaps to enhance overall process understanding.

Education

B.com - Commerce

St Joseph College
Bengaluru
06-2024

Skills

  • Compliance Adherence
  • Client Service Orientation
  • Escalation Management
  • Quality assurance and control
  • MS office
  • Advanced Excel
  • Power BI
  • Lean six sigma
  • Design thinking
  • Attention to detail
  • Strong communication
  • Problem solving
  • Time Management

Timeline

Specialist Participant Transaction

Empower
09.2025 - Current

Associate Specialist Participant Transaction

Empower
09.2024 - 09.2025

B.com - Commerce

St Joseph College

Similar Profiles

  • Jessica KingJessica King

    Senior Representative Transaction Processing at Fidelity InvestmentsSenior Representative Transaction Processing at Fidelity Investments

  • Alexander VerbruggeAlexander Verbrugge

    Senior Quality Control Participant Transaction Specialist at EmpowerSenior Quality Control Participant Transaction Specialist at Empower

  • Annette MullenAnnette Mullen

    On-Site Service Specialist at WW GraingerOn-Site Service Specialist at WW Grainger

  • Johan JolyJohan Joly

    Senior Compliance & Credit Risk Specialist (1LoD) at CITIBANKSenior Compliance & Credit Risk Specialist (1LoD) at CITIBANK

CREATE PROFILE
Sowmya Shree R