Process Design & Automation Consultant | Workspace Management SpecialistMake.com & Monday.com PartnerCollaborate with clients to analyze business processes and identify areas for improvement, leveraging Make.com, Monday.com, Trello, and Jiara platforms.Design and implement customized workspace management solutions to enhance collaboration, communication, and task tracking efficiency.Provide expert guidance and support in process automation, utilizing the capabilities of Make.com and Monday.com to automate repetitive tasks and streamline workflows.Partner closely with stakeholders to ensure successful project delivery and drive business value through process optimization and automation.

Managing Banks’ corporate portfolio with the following aspects:Preparation of standard and nonstandard documentation as per financing approval and facility offer letter.Review of security and control documents.Registration of charges with SECP.Issuance of NOCs for charge upgrade and charge satisfaction.Review of security-related documents as per the bank’s policy and approval.Review of insurances, valuation reports, stock reports.Data update in the system with respect to deferrals, approval monitoring conditions related to CAD, collateral management system, and other ticklers related to stock reports, insurance, and valuations.

Managing and reporting of Banks’ SME NPL portfolio with the following aspects: Arranging full scope and desktop valuations for taking FSV benefits. Monthly reporting of NPL, provisions, litigation, over-dues, recoveries, restructuring of loans and, write-off. Reporting of annual disclosure of write-off loans in the bank’s financials. Reporting of settlements of accounts to RMG and SBP. Monthly, Quarterly, and Annual SBP returns.

CRCD’s IT, Reporting, and Audit:I was part of the team who had developed the access bases MIS for the internal use of CRCD.I was part of the team that developed the web-based MIS system and migrated the access data into the Oracle database.Created various internal controls and processes based on the previous five years of audit reports and necessary amendments were done to the existing process, policies, and controls.Automated various reports and worked based on the existing systems available with the bank.During my work in CRCD’s audit department, I had the opportunity to work in Excel and in various databases for the purpose of creating database queries and reports to extract the data for reporting purposes. Post Disbursement Monitoring:Monitoring of CF, ERF, FAFB, FAPC, and FIM all trench-based facilities for overdue.Incorporation of UERs in the system. (Unit Exception Report) Balancing of bank’s various General Ledgers with daily disbursements and adjustments.Collateral updation in the core banking system.Liaison / Consultation with the Legal Counsels regarding:Preparation of Non-standard documents while ensuring that these are fully compliant with the Bank’s / Regulatory requirements.Corporate Affairs & SECP matters [Charge creation & Search Reports].