Overview
Work History
Education
Skills
Accomplishments
Credit Administration-CMBS
Timeline
Generic

Sumalatha Imadabathuni

Hyderabad

Overview

11
11
years of professional experience
5
5
years of post-secondary education

Work History

Process Expert

Berkadia Services India Pvt Ltd
Hyderabad
10.2022 - Current
  • Prepared training manuals for all involved portfolios.
  • Conducted calibration calls to align teams with portfolio requirements.
  • Delivered training sessions for new hires entering the process.
  • Evaluated analysts' performance during training to expedite quality assurance.
  • Facilitated weekly meetings with analysts to identify and address process gaps.
  • Provided regular feedback on quality to enhance process comprehension.
  • Organized monthly error analysis sessions per portfolio to uphold quality standards.
  • Oversaw quality analyst group to bridge gaps between analysts and quality assurance.

Senior Insurance Associate

Berkadia Services India Pvt Ltd
Hyderabad
02.2014 - 09.2022
  • Reviewed legal documents for insurance sections to ensure compliance with industry standards.
  • Sent reminders to agents and borrowers for insurance invoices and renewal certificates, ensuring policies remained active.
  • Updated systems by processing received invoices and ensured timely payment of premiums.
  • Requested flood determination reports from CT-Lien site to assess flood zones for properties.
  • Calculated and dispatched replacement cost letters to borrowers thirty days prior to policy expiration.
  • Evaluated insurance policies based on collateral type to confirm adherence to industrial requirements.
  • Conducted quality checks on team-reviewed insurance policies to maintain high standards.
  • Trained staff by reviewing their work, coaching them in process improvements and best practices.

Education

MBA - Financial Management

Vivekananda School of PG Studies
Srinagar Colony
06.2011 - 06.2013

Bachelor of Science - Mathematics

Vijetha Degree College
JNTU
06.2008 - 06.2011

Skills

  • Commercial real estate insurance expertise
  • Email writing proficiency
  • Effective communication skills
  • Microsoft Office applications
  • Initiative and pressure management
  • Interpersonal skills
  • Problem-solving abilities
  • Team collaboration and independence
  • Confidential information handling

Accomplishments

  • Received platinum awards for three consecutive quarters
  • Received Hi-5 Award for providing the best customer service to one of the valued clients
  • Received the Extra Mile Award from U.S. Counterparts for going beyond the working hours to deliver the audit confirmation on time
  • Received knowledge forum awards three times
  • Received various appreciation emails from internal and external clients for resolving the issues on time

Credit Administration-CMBS

Got trained on “Credit Administration (CMBS)”.  Worked as a credit administrator when the volumes are high. 

Below are the responsibilities handled:

  • Monitor and evaluate credit worthiness, loan and property performance.
  • Reviewing, evaluating and interpreting very complex commercial real estate loan documentation and servicing agreements, processing of reserve requests and other matters of the loans
  • Planning, coordinating and monitoring the daily activities
  • Ensuring all the policies and procedures follow PSA and rating agency regulation and requirements and communicating the recommendations to the lenders or other third-party servicers.
  • Tracking changes in performance and analyzing risk associated in assigned portfolio.
  • Co-ordinate with master servicers to assure adherence with loan documents including loan covenants, cash management triggers and potential defaults.
  • Conduct research on market and economic trends, interpreting market conditions and assessing impact to collateral.
  • Assist with list management for the underwriting staff
  • Verification of daily work and to cover the Manager in times of absence
  • Initiated and implemented strategies to drive intelligent growth of the portfolio

Timeline

Process Expert

Berkadia Services India Pvt Ltd
10.2022 - Current

Senior Insurance Associate

Berkadia Services India Pvt Ltd
02.2014 - 09.2022

MBA - Financial Management

Vivekananda School of PG Studies
06.2011 - 06.2013

Bachelor of Science - Mathematics

Vijetha Degree College
06.2008 - 06.2011
Sumalatha Imadabathuni