Maitri Shetty, Ca Email & Phone Number

Business Lead for Ncino implementation for end to end process transformation.Developing and implementing new processes, automating and transforming legacy processes for the commercial lending business.Leading the national commercial lending underwriting and support team.

Successfully managed a remote team of sales associates guiding them to achieve business objectives efficiently.Spearheading brand new system development and implementation for the entire national commercial lending process encompassing activities of multiple departments, automating and transforming legacy processes. Formulated new standards for internal functions with adherance to risk policies and to achieve efficient scalability.Business lead for Ncino end to end implementation for… Show more Successfully managed a remote team of sales associates guiding them to achieve business objectives efficiently.Spearheading brand new system development and implementation for the entire national commercial lending process encompassing activities of multiple departments, automating and transforming legacy processes. Formulated new standards for internal functions with adherance to risk policies and to achieve efficient scalability.Business lead for Ncino end to end implementation for the Commercial Lending business Show less

Vancouver, British Columbia, Canada

Conducting comprehensive commercial real estate underwriting analysis encompassing due diligence, borrower assessment, analyzing and interpreting financial data and credit information, assessing the value of security, and underwriting commercial mortgage presentations and annual reviews within the guidelines of lending policies and procedures.Maintaining strong interaction with clients and collaboration with internal stakeholders to ensure thorough underwriting.Liaising and strategizing… Show more Conducting comprehensive commercial real estate underwriting analysis encompassing due diligence, borrower assessment, analyzing and interpreting financial data and credit information, assessing the value of security, and underwriting commercial mortgage presentations and annual reviews within the guidelines of lending policies and procedures.Maintaining strong interaction with clients and collaboration with internal stakeholders to ensure thorough underwriting.Liaising and strategizing with Treasury, Accounting and Operations to achieve business objectives efficiently.Proven track record in managing a diverse range of direct commercial mortgage applications to CMHC including assumptions, construction, MLI select projects Show less

Vancouver, Canada Area

Securitization - Running the program, managing poolable multi and single family mortgages.Liquidity and Interest Rate Risk management - Cash Management, Cash forecast, Hedge Strategy and risk analysis. Service Development - Led multiple automation projects from ideation to implementation, significantly reducing operational and model risk. Improved major treasury activities, resulting in substantial time and cost savings. Enhanced processes across various departments including business… Show more Securitization - Running the program, managing poolable multi and single family mortgages.Liquidity and Interest Rate Risk management - Cash Management, Cash forecast, Hedge Strategy and risk analysis. Service Development - Led multiple automation projects from ideation to implementation, significantly reducing operational and model risk. Improved major treasury activities, resulting in substantial time and cost savings. Enhanced processes across various departments including business, operations, and accountingDeveloped a system from ideation to execution that saved 16 man-hours a week that integrated multiple internal database and risk analytics system for managing securitization inventory and reduced operational, model risk. Worked with business and operations department on multiple process improvement projects that had direct dollar impact as well as reduced risk.Relationship Management- Managing banking and partner relations, inter department relations. Show less

Vancouver, British Columbia, Canada

Mumbai, Maharashtra, India

Managed the money market/ liquidity desk for Siemens Group Companies.Managed investments, deposits, overdrafts, etc in line with the internal policies and external regulations while ensuring adherance to best market practices and optimizing on returns. Forecast of cash flows, financial trends and cash requirements of group companies.Managed bank relations and supported the FX, commodity hedging desk in reporting and managing underlying documentation in lines with the internal policies… Show more Managed the money market/ liquidity desk for Siemens Group Companies.Managed investments, deposits, overdrafts, etc in line with the internal policies and external regulations while ensuring adherance to best market practices and optimizing on returns. Forecast of cash flows, financial trends and cash requirements of group companies.Managed bank relations and supported the FX, commodity hedging desk in reporting and managing underlying documentation in lines with the internal policies as well as the regulations of the central bank. Show less

Mumbai

Conducted Treasury performance measurement and Process Audit. Assisted in the formulation of the Risk Management PoliciesAcquired new clients to service them and act as their extended market risk support partner. Provided end-to-end service to the existing client spanning invoicing, fee upgrades, relationship management, renewal of account, enhancing existing relationship.

Mumbai Area, India

Analysed performance of hedging and trading positions. Handled external and internal reporting.

Cfa Level 2

Chartered Accountant

Bachelor’S Degree, Commerce, Distinction

Activities and Societies: Performing Arts, Writing and Orating, Model United Nations