Ved Patel Email and Phone Number
At RBC Capital Markets, our team efficiently manages syndicated loan transactions and client onboarding. Leveraging my analytical prowess, we navigated complex account reconciliations and revenue identification, enhancing our financial services. The collaborative efforts resulted in seamless integration of new clients and maintenance of HSBC's revenue share as an agent.My educational foundation in Business Administration from Humber College underpins my proficiency in loan processing and client engagement. As we embrace new challenges, my goal is to contribute to our team's success by applying my expertise, particularly in the analytical and systematic review of credit agreements, ensuring compliance, and facilitating strategic decision-making in a dynamic market environment.
Scotiabank - Global Banking And Markets
View- Website:
- scotiabank.com
- Employees:
- 95207
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Operations Analyst IiiScotiabank - Global Banking And MarketsToronto, On, Ca -
Loans AnalystRbc Capital Markets Jun 2024 - Present• Reviewed syndicated loan transactions of corporate lending clients and provided approval in timely manner for products like CORRA, SOFR, TERM, Swinglines, Index, SBLCs, FX transactions, interest calculations.• Successfully completed complex reconciliation of internal accounts and achieved success in identifying lost revenue with superior analyzing skills using different platforms like Advance Excel, ACBS, On demand.• Collaborated with internal stakeholders for managing revenue of HSBC’s share as an agent and onboarded clients by reviewing credit agreements with excellent decision-making skills in tight deadline environment.• Displayed outstanding team player skills by multi tasking on various day to day tasks additionally working on different reports to sort incoming revenue which resulted in bringing down pending unsolved transactions. -
Agency Associate Syndication LendingHsbc Nov 2023 - Mar 2024• Played a collaborative team player role and led a team by displaying teamwork, decision making and problem-solving skills while overseeing financial processes during merger with RBC gained appreciation from leaders.• Conducted in-depth credit analysis of syndication for Real Estate and Mid-Market lending analyzing creditagreements, acted as consultant in onboarding of services like SBLC, FX Rates, facilities terminations, loans.• Displayed effective communication with diverse portfolio stakeholders with prompt reply in timely manner.• Proven ability to analyze and investigate complex transactions and provide strategic insights by multi tasking.• Tech savvy and multi tasking skills by performing middle office tasks like off-boarding, SWIFT using softwareincluding Loan IQ, pivot-table, Lotus Notes by being a quick learner and adaptable to changes in technology.• Displayed compliance skills by analyzing AML, risk procedures and performed advance financial analysis. -
Analyst, Commercial Banking (London Portfolio)Cibc Dec 2022 - Nov 2023• Developed great understanding of Bilateral and Syndicated Loan processing by completing requests from partnering bank, agent banks through ACBS, Wallstreet, IWS, SWIFT.• Worked on new deal closings with SCRA and Partnering banks and proved excellent client engagement skills.• Processed Cash management, Rate fixing, Finance Fess, Break cost processing, Metrics-wire tracker, SWIFT entries and new staff loans with high accuracy.• Created pre CR205, Loan reports to prepare in advance during high volume times.• Completed investigations, reconciliation, ADO pricing and rates of EURIBOR, LIBOR, GBP, SEK, USD and many more currencies to help team meet SLA expectations.• Showed proficiency by funding the internal accounts in timely manner and completing requests from Agent and partnering bank in fast paced environment. Lead team on several occasions and trained colleagues on different day to day functions with supervision in absence of manager. -
Operations Analyst, Officer Client Account Management & TreasuryBank Of America May 2022 - Dec 2022Toronto, Ontario, Canada• Investigating and providing approvals through GTMS and AOC software for payments, wires, ban control transactions and working closely with credit officers/ director to release high/ low risk transactions in timely manner.• Analyzed Overdrafts for high value and multinational companies to maintain risk management and making sure no AML procedures are breached. Preparing different reports for Sales officers and maintaining department database.• Completed Billing volume for internal departments as well as big Corporate/ Commercial clients in timely manner using different software like InfoPoint, Macros, ICON, CBR and worked with Sales Officers and Traders.• Onboarded clients for not limited to ADHOC, ANRECUR, ARP, ECR complex services and displayed excellent accounting skills with maintaining G/L accounts and passing entries in the system.• Successfully completed funding of internal accounts with Traders to make sure the position of the bank is maintained. Lead team on several occasions and trained colleagues on different day to day functions with supervision in absence of manager. -
Cash Management Ops OfficerTd Aug 2021 - May 2022Toronto, Ontario, Canada• Process new client setups, changes to existing client profiles and ensure billing was conducted, using various software and websites, within the appropriate timeframe to maximize the profit margin monthly.• In-depth knowledge and successfully performed services set up not limited to, Wire Transfer service, EFTs, Fintrac, Balance Reporting/ Payments Limits Pooling, Remote Device Capture with other operational functions.• Analyzing various data and setups for services to make sure privacy and security breach is avoided, performing high limit Wire Transfer setups for High Value clients with attention to detailed information.• Completing the CMS requests, billing setup/ analysis, rush requests using multiple software not limited to Host, Java, Mirev software in efficient manner within Service-level agreement (SLA) and reporting transactions through Fintrac to make sure AML regulations are followed.• Ensured processes are established, understood, and followed to minimize operational risk by taking precautions with data input and adhering to internal policies and procedures. Lead team on several occasions and trained colleagues on different day to day functions with supervision in absence of manager. -
Customer Experience AssociateTd Feb 2020 - Aug 2021Toronto, Ontario, Canada• First point of contact and technical resource for customer inquiries, needs, and issues by phone in the branchdisplaying customer relationship, maintained confidentiality providing personal advice in improving banking.• Contributed to investments like (equities, RRSP, TFSA) and borrowings like (mortgages, Home Equity Line ofCredits) Branch scorecards through successful referrals to TD partners by playing an important role to drivesales of branch resulting in meeting branch goals and continuously exceeding performance metrics scorecardin the district.• Assisted with mortgage renewals, fostering strong and trusting client relationships for increased satisfactionand loyalty as well as led team on day-to-day banking activities giving override, at several times.• Effectively resolved and escalated client concerns by collaborating with various departments.• Consulted customers on different Investment products, borrowing products and mortgage literacy displayinggreat results which led to quarterly spotlight nominations showcasing above and beyond customer service.• Trained new hires and shadowed them to give proper training by being an effective leader in retail bankingalso developed expertise in AML regulations by filling LCTRs, reporting unusual transactions for bank’s safety.
Ved Patel Education Details
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Alternative Investments -
Business Administration -
Business Finance
Frequently Asked Questions about Ved Patel
What company does Ved Patel work for?
Ved Patel works for Scotiabank - Global Banking And Markets
What is Ved Patel's role at the current company?
Ved Patel's current role is Operations Analyst III.
What schools did Ved Patel attend?
Ved Patel attended Harvard Business School Online, Humber College, Humber College.
Who are Ved Patel's colleagues?
Ved Patel's colleagues are Juan Sebastián Uchuvo Parra, Lucas Macleod, Ismel Margarita Mercedes Cabrera, Susana Leiva, Gicela Vaca, Edgar Morales, Adriana Hernandez Paz.
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