Accounting and Finance Profession

SRUJAN JAGADEESH

Tacoma, WA 253-***-**** **************@*****.*** LinkedIn Profile

SUMMARY

Detail-oriented and results-driven financial and operations professional with extensive experience in accounting, financial analysis, commercial loan documentation, servicing processes, and cross-functional team collaboration. Skilled in utilizing industry-standard platforms including Loan IQ, Oracle Siebel, and AFS systems to support accurate and compliant loan servicing operations. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Access, OneNote) and Adobe Reader, with strong capabilities in data analytics using Tableau, Power BI, SQL, and Alteryx. Demonstrated knowledge of ASC 606 and ASC 842 accounting standards and their application within loan servicing and review workflows. Recently graduated with a Master’s in Accounting in June 2025. Open to relocation and available for immediate joining.

EDUCATION

Master of Science in Accounting STEM Program, University of Washington, Tacoma, WA [GPA: 3.60] June 2025

Post-Graduate Diploma Management (Finance), AIMA-AICTE, India [Equivalent to M.B.A] 2018 - 2020

Bachelor of Commerce, Mangalore University, India

2015 - 2018

SKILLS

• Extensive experience with Loan IQ, Oracle Siebel, and Automated Financial Systems (AFS)

• Commercial loan documentation and servicing processes

• Proficient in Adobe Reader, and Microsoft Tools – Excel, Word, PowerPoint, Outlook, Access, OneNote

• Proficient in data analytics tools - Tableau, Power BI, SQL, Alteryx

• Familiar with ASC 606 and ASC 842 accounting standards

• Cross-functional team collaboration with internal and U.S based teams on loan servicing procedures

• Attention to detail, time management skills, process optimization and automation initiative

• Process optimization and automation initiatives to enhance operational efficiency CERTIFICATIONS

• QuickBooks

• Xero

• Tableau

• Power BI

• SAP

• Microsoft 365

• SQL

• Alteryx

• SALT - State and Local Tax

WORK EXPERIENCE

Associate Loan Documentation Processor January 2021 - April 2023 Wells Fargo International Solutions, Bangalore, India – Commercial Banking

• Maintained high productivity by overseeing and updating client data throughout the entire loan life cycle for 500+ clients, ensuring 100% of service level agreements (SLAs) in a fast-paced, high-volume environment.

• Specialized in loan documentation for complex products, ensuring compliance across bilateral loans and commercial deals using Loan IQ, Oracle Siebel, and AFS systems.

• Collaborated with both Internal and U.S.-based teams to align global standards and ensure consistency in servicing and documentation workflow transactions.

• Prepared monthly revenue reports in Excel and Tableau, summarizing loan performance and default status while ensuring compliance with ASC 606 and ASC 842 standards, supporting accurate and efficient loan processing.

• Contributed to updating SOPs and preparing detailed reports on loan metrics, performance, and quality control, enhancing workflows, compliance, and supporting strategic decision-making in loan processing.

• Contributed to process optimization by automating loan reporting, reducing manual tasks by 15%.

• Acted as the first point of contact for escalations, resolving operational challenges efficiently in timely manner.

• Prepared and merged documents into PDFs using Adobe Reader and Microsoft Word to support litigation and default management.

• Supported ad hoc legal remedy projects, ensuring timely and accurate responses to inquiries.

• Managed tasks using Outlook and OneNote, tracking project timelines and deliverables. Key Achievements:

• Implemented automation processes that saved 10-15 hours per week in manual reporting tasks

• Improved reporting accuracy by identifying and resolving discrepancies in loan data, supporting better business decisions.

CAMPUS AND COMMUNITY INVOLVEMENT

• Volunteer, Inaugural one-day marketing conference: The Milgard School of Business at UW Tacoma presents its first marketing conference, Marketing Reimagined: Harnessing Marketing Trends for Tomorrow, on April 17, 2025, at Milgard Hall. This one-day event brings together academic, industry, and student leaders for an afternoon of innovation, networking, and forward-thinking ideas.

• Volunteer and Tax Preparer, IRS VITA (Volunteer Income Tax Assistance): The Milgard School of Business at UW Tacoma offers free federal income tax assistance through the IRS VITA program from January 31 to April 15, 2025. This service supports lower-income individuals and families in the South Sound community, including those who make $70,000 or less, persons with disabilities, and limited English-speaking taxpayers. Eligible community members can schedule appointments online or by phone to receive in-person assistance from IRS- certified volunteers.

• Student Member of the Leadership Programme: Creative Leadership to Drive Change, Singapore Institute of Management (SIM), Singapore.

• Volunteer, TechRev Finance Event: A conference focused on intersection of accounting, finance, and technology which brings a congruence of multi-national companies and Big 4 accounting firms. HONORS AND AWARDS

• Awarded the 2-Year Employment badge by Wells Fargo in recognition of sustained dedication to operational excellence, resulting in improved data accuracy and elevated the US client satisfaction.

• Awarded Merit Certification for exemplary achievement in the National Quiz on the Insolvency and Bankruptcy Code, organized by the Board of Insolvency and Bankruptcy, BSE, and MyGov.

• Achieved Top 10 Ranking in the Quiz Competition organized by Lexopedia in collaboration with NHSC.

• Recognized as the Highest Scorer in the Principles of Management paper during my Bachelor's degree.

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