Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

YAMUNA A

Banking Operational Executive - Loan Processing
Chennai

Summary

Dynamic banking professional with over 8 years of experience specializing in home loan and two-wheeler loan processing, documentation, disbursement coordination, and operational support. Proven expertise in Excel, including VLOOKUP and Pivot Tables, enhances efficiency in PDD tracking and documentation verification. Committed to delivering accurate MIS reporting and ensuring seamless operational workflows. . Experienced in employee, dealer, model, and branch mapping.

Overview

11
11
years of professional experience
2
2
Languages

Work History

Senior Executive

Axis Bank Ltd.
03.2020 - Current

As a Senior Executive at Axis Bank Ltd in India, I was responsible for overseeing various aspects of the bank's operations and leading a team of executives. I worked closely with senior management to develop and implement strategies to drive business growth.

  • Prepare Daily, Weekly, and Monthly MIS reports using Excel (VLOOKUP, Pivot Tables)
  • Track PDD (Post Disbursement Documents) and update system records
  • Conduct post-disbursement file verification to maintain documentation compliance
  • Map new joiners, Sales Managers (SM), dealers, vehicle models, and branch details in internal systems for accurate operational tracking
  • Maintain and update dealer, branch, and model master data in Excel and internal portals
  • Support operational activities to ensure timely loan processing
  • Coordinate with sales team for two-wheeler loan processing and documentation
  • Verify post-disbursement files and ensure complete documentation

Sales Coordinator

Dewan Housing Finance Corporation Ltd
06.2018 - 12.2019

As a Sales Coordinator at Dewan Housing Finance Corporation Ltd in India from June 2018 to December 2019, I played a crucial role in the company's sales and marketing efforts. My responsibilities included managing sales data, coordinating with various departments, and assisting in the development of sales strategies. I also worked closely with clients to ensure their needs were met and maintained strong relationships with them.

  • Managed sales data and reports
  • Coordinated with cross-functional teams
  • Assisted in developing sales strategies
  • Handled home loan login and documentation processing
  • Uploaded and verified loan documents in internal systems
  • Prepared disbursement documents and coordinated with sales executives

Data Entry Operator

Sparv Technologies Pvt Ltd
03.2015 - 06.2018

During my time at Sparv Technologies Pvt Ltd, I served as a Data Entry Operator and was responsible for accurately entering and maintaining data in various systems. My role required a high level of attention to detail and organizational skills, as well as the ability to work efficiently under tight deadlines.

  • Managed large volumes of data entry tasks
  • Ensured accuracy and completeness of data
  • Collaborated with team members on data projects
  • Maintained confidentiality of sensitive information
  • Utilized various software programs for data entry
  • Improved efficiency in data entry processes
  • Trained new employees on data entry procedures
  • Entered invoice, insurance and RC details in Excel and maintained high data accuracy.

Education

M.Com - General

A.M. Jain College
Chennai, India
04-2018

B.Com - General

Annai Vellankanni’s College For Women
Chennai, India
04-2016

Skills

Documentation VerificationMIS ReportingVLOOKUP & Pivot TablesPDD TrackingBranch CoordinationHome Loan OperationsTwo Wheeler Loan ProcessingFile Verification

Mapping

Timeline

Senior Executive

Axis Bank Ltd.
03.2020 - Current

Sales Coordinator

Dewan Housing Finance Corporation Ltd
06.2018 - 12.2019

Data Entry Operator

Sparv Technologies Pvt Ltd
03.2015 - 06.2018

M.Com - General

A.M. Jain College

B.Com - General

Annai Vellankanni’s College For Women
YAMUNA ABanking Operational Executive - Loan Processing