SUMIT KUMAR CHAUDHARY
Bengaluru
Summary
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.
Overview
24
24
years of professional experience
Work History
Team Leader
JP MORGAN SERVICE INDIA PVT LIMITED
Bengaluru
02.2019 - Current
- Experienced in Loan IQ: lender inquiry, credit contacts, servicing group contacts & notices, remittance instructions, covenant setup & credit agreement review, past due requirements
- Experienced in third-party apps: Markit ClearPar, SyndTrak, IBM Cognos Analytics, Operations Task Manager
- SyndTrak Data room management via Loan IQ
- Ensuring ADF details are updated on each trade circle as part of Trada Circle Enhancement process
- Creation of MIS reporting for weekly, monthly and other ad hoc reports and queries
- Introduced training initiatives to enhance team efficiency and elevate client satisfaction
- Implemented routine performance reviews to assess team efficiency
- Enhanced overall efficiency through cross-department teamwork
- Handled escalated client issues promptly and professionally
- Guided team members to achieve their full potential
Associate Financial Analyst
WELLS FARGO INDIA PRIVATE LIMITED
Bengaluru
09.2001 - 01.2001
- The Retail review process is executed to determine if the finance is complete and properly recorded in the right jurisdiction
- Make sure to provide the customer better service and satisfy Financially with right jurisdiction
- Ordering Tax Returns Transcripts on behalf of customer and to validate the copy once we receive the form from Internal Revenue Service
- Helping the state side by making pre underwriting to make the right decision within the time line
- Income Calculation and verify Employment & Income history
- Ensure TAT and SLA of business is met on daily basis and sending out the report to the internal teams
- Regarded as one of the Company's most productive loan processors, handling 25 Loans on an average a day
Education
Master of Business Administration - Finance
Jain University
Bengaluru, KA, IN01.2020
B.COM - Finance
PES University
Bengaluru, KA, IN01.2017
Certificate of Higher Education - Commerce
Kendriya Vidyalaya Sangathan
Itanagar, AR, IN01.2014
Skills
- Leadership skills
- Team supervision
- Leadership proficiency
- Team building co-ordination
- Microsoft Office
- Cognos Reports
- LIQ BO Reports
Projects
Virtual Data room Project (VDR), Project involves the development and implementation of a secure online platform designed to store and share sensitive MNPI documents and data. This platform will provide a controlled environment where users can upload, view and manage confidential information.
Timeline
Team Leader
JP MORGAN SERVICE INDIA PVT LIMITED
02.2019 - Current
Associate Financial Analyst
WELLS FARGO INDIA PRIVATE LIMITED
09.2001 - 01.2001
Master of Business Administration - Finance
Jain University
B.COM - Finance
PES University
Certificate of Higher Education - Commerce
Kendriya Vidyalaya Sangathan
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