Thejas Pattandira

• Successfully led a team of 12 members through a major transition, ensuring seamless adaptation and minimal disruption to operations
• Conducted regular team meetings to communicate goals, objectives, and progress updates, fostering a collaborative environment
• Developed succession planning strategies to ensure continuity of leadership within the team and facilitate smooth transitions during organizational changes.
• I was part of UAT testing for LASER and various internal applications
• Optimized resource allocation by analyzing team member skills and project requirements, resulting in increased efficiency.
• Prepare performance scorecards on monthly basis
• Collaborated with upper management to streamline processes, leading to an increase in efficiency
• Resolved conflicts and addressed performance issues through effective communication and conflict resolution techniques
• Collaborated with upper management to streamline MIC tool (time sheet)
• Led cross-functional teams for successful project execution while maintaining strong collaboration among team members.
• Managed risks and mitigated potential issues through proactive planning, monitoring, and timely decision making.

• Responsible for leading team to achieve SLS and TAT
• Review loan agreement to ensure that they are complete and compliance to Wells Fargo police
• Reviewed and reconciled collateral reporting and cash payments from mortgage servicing companies to Wells Fargo to ensure proper cash disbursement to investors of the deals
• Clarify and credibly challenges in case of ambiguity or deviation to the policy, procedures and check with system of records or reach out to services in case of discrepancy
• Taking informed decisions if a particular loan modification must be approved or rejected
• Work alongside risk partner to identify risk / process ga
• Review detailed aging for loan and calculate the collateral, prepare rejection reports and analysis
• Completed multiple projects with hard dollar saving and reduction in man-hours

• Reviewed and reconciled collateral reporting and cash payments from mortgage servicing companies to Wells Fargo to ensure proper cash disbursement to investors of the deals
• Check the loan assessment in the system of records for the action to be taken
• Clarify and credibly challenges in case of ambiguity or deviation to the policy, procedures and check with system of records or reach out to services in case of discrepancy
• Review detailed aging for loan and calculate the collateral, prepare rejection reports and analysis
• Worked directly with servicing companies such as PHH, JP Morgan/Chase, and other major institutions to address issues.
• Ensured compliance with regulatory requirements through diligent review of financial documents and reports.

• Specialized in FX Client onboarding and maintaining their accounts in various SOR’s

• Responsible for onboarding and maintaining client information onto various systems of record and review of legal, Regulatory, and Client Organization documentation.

• Specialized in setting up for 3rd party confirmations like 360T, MISYS, GTSS, SWIFT, FXALL, and Bloomberg setups, profiles and maintaining credit limits in trading platforms.

• Review and determine the approved products, obtaining due diligence affirmation and verify required compliant attributes, also acting as control point for required documentations and some specific regulatory requirements.

• Responsible for data configuration requests such as Holiday Setup, relationship manager setup, accounting unit setup along with off- boarding of the account.

• Due diligence on corporate clients, individual and financial institutions.

• Collecting and authenticating the client data.

• Validating and updating the client data in the system post the account set up with the valid documentation and mapping

• Supporting the facilitators to off board the existing clients when required.

• Work directly with sales desk team to ensure prioritization of sales client priorities.