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Operations Processor Financial Planning

Location:
Periamet, Tamil Nadu, 600003, India
Salary:
5lakh
Posted:
September 07, 2023

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Resume:

October **** - Current ****

August **** - September 2022

January 2021 - June 2021

Esuru Bharathi

No.4, EthirajSamy Koil Street,

Erukkancherry,

Chennai 600118.

739-***-****

adzjt2@r.postjobfree.com

Objective

A highly committed, dependable, multi-talented team player with two years of expertise in banking operations, Wholesale banking, Retail Banking, Accounting, and financial reporting systems and knowledge of generally accepted banking principles and procedures required for the profession. Self- motivation for personal growth that would allow me to contribute towards achieving the organisation goal to the best of my personal.

Experience

WELLS FARGO

OPERATIONAL PROCESSOR LEVEL 2

• Providing SME support to Juniors

• Supports the FLM's & TM's by sharing best Practices, Preparing MOMS & Record TM's activities on NSA, Develop You Course Completion etc.

• Duties include receiving and reviewing incoming work, contacting appropriate resources as needed; entering transactions and verifying accuracy.

• Accept paper cheque and remittances through our expansive network of lockbox site

• Clear cheques more efficiently by using image cleaning

• Providing information and images online and/or through transmission

• Perform general clerical operations tasks that are routine in nature receiving Receive, log, batch, and distributing work

• Providing timely and accurate invoicing

• Prepare and distribute incoming and outgoing mail WELLS FARGO

ASSOCIATE OPERATIONS PROCESSOR

• Responsible for analysing the check payments and identifying any risk associated with checks

• Classification of different types of payments, actionable work items and also escalates the issue depending on the nature of the risk.

•Supporting Quality Verification for all payment types.

• Performing low to mid complex keying activity from Cheque/Invoices/Pay stubs and validate Payee Information, balancing report total, MICR Information and update the data as per specific guidelines/instructions and meet service level agreement as defined by the business. ACCENTURE

OPERATIONS

• Manage and direct operations team to achieve business targets in every regions and sites with onshore directly.

• Maintain accurate and clear documentation for operational procedures and activities like AR,AP, BRS,JPMC,PO etc.

• Work in compliance with company policies and procedures to follow everyday targets.

• Ensure team follows standard operating procedures for all operational functions.

• Conduct regular meetings with team to discuss about issues, concerns, updates etc. Education

Course / Degree School / University Grade / Score Year MBA (Financial Planning) Dr Mgr educational and Research Institute CGPA -9.6 2019-2021 B com (General) Queen Mary's College 86 % 2016-2019 HSC Don Bosco Matriculation higher secondary school 95% 2016 SSLC Don Bosco Matriculation higher secondary school 90 % 2014 Skills

Typing speed at 40 wpm

Consumer support

Time management

Excel, Ms word, PowerPoint

Team building

Projects

Andromeda Sales and Distribution pvt Ltd - Loanfundraiser

• Satisfying the customers with different types of Bank loans and to providing various insurances, mortgages etc.

• Engaging with customers and also working on behalf of with various banks. Contributing the needs to both the sides. Additional Information

Certification:

* NPTEL -Accounting course - 73%

* Financial markets, Digital and marketing analytics - Coursera

* International webinar for Business education - IAA Achievements & Awards

• Appreciated for 3rd and 2nd prize in International Karate championship Competition held at chennai on 21st July 2014. • Certificate of appreciation for achievement in ITES Course held at Mahindra pride school held on April 2009 • Gold medalist and excellence certification in MBA (Financial Planning) 2021 •Top performer for consecutive months (March 2022 to still 2023) • Moved to new role from Associate operations processor to Operations processor

Interests

Accounting

Finance and stock market analysis

Languages

Telugu - Native Language

English & Tamil - speak write and learn

Kannada - Moderate Speaker



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