Summary
Overview
Work History
Education
Timeline
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Vedkumar Patel

Toronto,ON

Summary

Self-motivated and resourceful Analyst with demonstrated success in obtaining and presenting relevant results, implementing corrective actions, and monitoring on-going operations I am passionate about leading & supervising team to achieve success in the fast-paced environment and displaying my skills to achieve company's success along with personal growth.

Overview

2
2
years of professional experience

Work History

Agency Administrator Syndication

HSBC
11.2023 - Current
  • Strong interaction with loan administration, Transaction Management and the Relationship Managers as necessary to complete transaction.
  • Completing invoices and middle office task in timely manner.
  • Ensure controls and internal/external standards are complied with legal/risk/finance guidelines.
  • Check credit files of new deals to ensure that all documentation (credit authorizations, credit
    agreements, etc) are in place as per audit requirements.
  • Performing G/L reconciliations for internal accounts with accuracy and detail oriented analysis.

Operations Analyst

CIBC
12.2022 - 11.2023
  • Demonstrated great understanding of Loan processing and credit knowledge of syndicated, bilateral, Line of Credits by completing requests like new drawdowns, rollover, Interest payment from agent banks on platforms not limited to ACBS, Wallstreet, IWS, RightFax
  • Performed regression testing by collaborating on new deal closings with SCRA on both London & LUX portfolio and proved excellent client satisfaction with Partners
  • Executed funding, Cash management, Rate fixing, Finance Fess, Break cost processing, Metrics-wire tracker, SWIFT entries and new staff loans with high accuracy and attention to detail
  • Completed investigations, reconciliation, ADO pricing, FX rates and worked on EURIBOR, LIBOR, SONIA, SOFR, STIBOR and many more currencies to help team meet SLA expectations
  • Displayed proficiency by funding the internal accounts in timely manner and inquires requests from Agent and partnering bank in fast paced environment
  • Guided team on several occasions as well as provided training to colleagues on different day to day functions with supervision in absence of seniors.

Operations Analyst Officer

Bank of America
05.2022 - 12.2022
  • Approved high risk transactions in timely manner by showcasing risk analysis on GTMS and AOC software for payments, wires, ban control transactions and also worked on treasury investigations
  • Analyzed Overdrafts for high value and multinational companies / clients to maintain position in the market by avoiding breach in AML process and guidelines
  • Developed process and queried complex data sets to assess operational issues and improve business partner satisfaction
  • Successfully demonstrated billing and accounting skills in high pressure environment for the internal departments as well as High wealth clients in timely manner by using different software like InfoPoint, ICON, CBR
  • Executed Onboarding of clients using data analysis on complex services not limited to ADHOC, ANRECUR, ARP, ECR and maintained portfolio of more than 175 accounts by passing accounting entries on G/L with a teamwork.

Cash Management Ops Officer

TD Bank
08.2021 - 05.2022
  • Implemented process of 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
  • Attained In-depth knowledge of not limited to KYC, Wire Transfer service, EFTs, Fintrac, Balance Reporting/ Payments Limits Pooling, Remote Device Capture
  • Achieved SLAs with tight deadlines in fast paced environment.

Education

Alternative Investments (Certificate) - Finance -

Harvard Business School
08.2023

Business Administration Advanced Diploma

Humber College Institute of Technology And Advance
08.2021

Diploma - Business Management & Financial Services -

Humber College Institute of Technology And Advance Learning
Toronto, ON
12.2018

Timeline

Agency Administrator Syndication

HSBC
11.2023 - Current

Operations Analyst

CIBC
12.2022 - 11.2023

Operations Analyst Officer

Bank of America
05.2022 - 12.2022

Cash Management Ops Officer

TD Bank
08.2021 - 05.2022

Alternative Investments (Certificate) - Finance -

Harvard Business School

Business Administration Advanced Diploma

Humber College Institute of Technology And Advance

Diploma - Business Management & Financial Services -

Humber College Institute of Technology And Advance Learning

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Vedkumar Patel