- Capture and validate syndicated loan trades, ensuring accurate details (amounts, rates, pricing, counterparties) are entered into systems promptly. - Reconcile trade terms across front office, back office, and external parties, ensuring consistency and accuracy. - Manage the trade lifecycle from execution to settlement, ensuring all documentation and approvals are complete. - Monitor amendments, refinancings, and transfers to ensure accurate record-keeping and timely updates. - Ensure compliance with regulatory requirements, internal policies, and credit risk management procedures for syndicated loans. - Track loan positions, exposures, and limits, escalating issues when breaches are imminent. - Review and maintain key loan documentation such as credit agreements, participation agreements, and term sheets. - Generate regular reports on trade activity, loan positions, risk exposure, and cash flows for management and stakeholders. - Perform daily and periodic reconciliations of loan positions and settlements, resolving discrepancies swiftly. - Serve as the primary point of contact between front and back office teams, facilitating smooth communication and issue resolution. - Assist portfolio managers by tracking syndicated loan portfolio performance, credit ratings, and covenant compliance. - Support system troubleshooting and suggest process improvements to enhance operational efficiency. - Identify and implement process improvements to streamline syndicated loan trade operations. - Assist with ad hoc reporting and analysis as needed for senior management and compliance teams. - Contribute to special projects, such as regulatory changes or system migrations, ensuring smooth transitions.

- Optimize team productivity by creating and managing Excel spreadsheets to track critical information and project timelines.- Oversee implementation of innovative customer settlements process, resulting in 20% increase in customer retention rates.- Led project to onboard 36+ new lenders, revolutionizing funding to generate new revenue.- Spearhead initiatives to boost lead generation efficiency, resulting in consistent increase of 50+ new leads daily; innovate strategies for targeted outreach and engagement, enhancing the conversion of leads to clients.- Develop strategies for credit process as project manager, successfully implemented across entire US division of company.- Identified critical business challenges and facilitated impactful solutions by endorsing and applying relevant system updates.- Maintain dashboards and reports within Zoho, providing stakeholders with real-time insights into key performance metrics

- Disseminated all forms of communication to borrowers, internal/external vendors, ensuring accuracy and timely delivery.- Led cross-functional team of 100, including loan officers and assistants to research and implement effective email intake process.- Managed over 10 projects for the sales support team, overseeing project timelines, resource allocation, and deliverables.- Utilized Encompass to maintain and manage the electronic pipeline, ensuring accurate and up-to-date loan information.- Identified challenges and introduced solutions by updating systems and processes, improving efficiency and reducing errors.- Facilitated internal meetings for the sales support team, including agenda preparation and coordination of resources.- Implemented system updates and process enhancements, resulting in increased operational efficiency and accuracy.

- Demonstrated exceptional telephone etiquette, promptly processing calls and routing calls to appropriate departments.- Converted inbound and outbound leads into mortgage applications, leveraging persuasive communication and industry expertise.- Employed advanced Excel spreadsheets to manage diverse business portfolio, resulting in successful closure of over 100 loans.- Prepared preliminary loan packages for borrowers, including necessary documentation and information for efficient processing.- Ensured full compliance with government regulations in every loan origination, safeguarding customer and institution

- Processed auto loans, mortgage, personal loans, and credit cards; opened personal, business, and investment accounts for clients.- Initiated and tracked incoming and outgoing federal cash orders, ensuring sufficient cash availability to meet customer demands.- Assisted customers with daily banking transactions and addressed their banking needs, offering personalized and attentive service.- Managed, ordered, and updated marketing materials in the branch to reflect the latest company promotions and offerings.

- Conducted thorough monthly branch audits, ensuring compliance with internal policies, procedures, and regulatory guidelines.- Managed back-office retention by meticulously filing and discarding outdated documents aligned with regulatory requirements.- Placed marketing materials inside/outside branch, enhancing visibility of promotions and offerings to attract customer attention.- Cross-sold bank products to customers by understanding their financial needs and tailoring recommendations accordingly.