Ved Patel Email & Phone Number

Toronto, ON, CA

• 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.

• 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.

• 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.

Toronto, 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.
• 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.
• 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.

Toronto, 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.
• 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.

Toronto, 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.
• 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.

Alternative Investments

Private Equity, Venture Capital and Debt Equity, Hedge funds and Managed Futures, Real Estate investments and Analysis, Risk Management.

Bachelor Of Business Administration - Bba, Business Administration

Studied and developed knowledge in Business such as areas not limited to: Corporate Finance Financial Planning Financial Accounting.

Business Management And Financial Services, Business Finance