Jashan Deep Singh

Experience

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  Verka

  Aug 2015 - Dec 2015

  Trainee

  I got whole lot experience in procurement, production, processing and marketing of dairy products.

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  Master capital services limited

  May 2017 - Jun 2017

  Management Trainee

  An invaluable experience in sales and marketing of investment products

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  Federal Bank

  Jun 2018 - Jun 2019

  Assistant Manager

  Technology: Finacle, MS suite, CRM, Environment: Customer facing, Project: Leading branch business and operationsBranch operations and Client management: Spearheaded Branch Banking Operations, elevating customer relationships and service quality. Responsibilities included processing cheques, verifying cash receipts, account openings, addressing customer queries, and overseeing all retail operations. Proficient in bank software, managing ledgers, and executing transactions.Technology: Finacle. Customer Service: Ensured the branch was customer-ready, equipped with utilities and resources for walk-ins. Held keys for premises opening and closing, and ensured all equipment, including ATMs, were operational.KYC and AML compliance: Adhered to internal and government policies while customizing account features for clients to ensure compliance with KYC and AML regulations Show less

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  HDFC Bank

  Dec 2019 - Apr 2021

  Relationship Manager

  Technology: Lasersoft, CRM, IBM Flexcube, MS Suite; Environment: Customer facing; Project: Develop Lending BusinessDisbursement and loan processing(operations): Prepared loan files, facilitated agreement signings, organized necessary documentation, and coordinated communication with legal, valuation, CPC, and other departments to ensure smooth processing until disbursement. Managed each stage of the process in software, including approvals and troubleshooting. Managed valuations of assets, analyzed valuation reports for calculating credit capacity of an applicant.Loan Servicing: Provided comprehensive servicing for loans, addressing queries, and errors, monitoring payments, managing delinquency, maintaining file structure, and handling documentation such as stock statements. Generated and maintained excel reports, handled redundancies and provided team reports for pending delinquencies, tasks and other categories.Risk, AML and credit terms: Demonstrated proficiency in understanding banking codes, rules, and guidelines related to lending products. Confidently acquired high-quality customers by offering competitive pricing, favorable tenures, and conditions while adhering to risk, AML Show less

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  Better

  May 2021 - Apr 2022

  Analyst

  Technology: Loan IQ, Tinman, Jira, Twilio, Front, G-Suite; Environment: Back-end operations and analysis; Project: Analysis and processing of mortgage files.Workflow assessment & evaluation: Examined comprehensive documentation for processing U.S. mortgage files, ensuring seamless settlement and error-free transactions. Analyzed documents in alignment with title deeds or agreements to streamline the process.Stakeholder coordination: Coordinated with paralegal, lawyer, real estate agent and other stakeholders to arrange all the mortgage file documents and reports. Focused on ensuring customer satisfaction, delivering prompt responses, and efficient communication.Quality assurance and control: Ensured minimal errors and SLA< 4 hours in workflow processes. Maintained a consistent 2x performance improvement month after month. Reported daily tasks and activities. Show less

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  TD

  Aug 2023 - now

  Operations officer and Analyst

  Technology: IBM host, TDAM, OPC, RPM, S3, MS suite; Environment: Back-end operations and analysis; Project: Processing and analysis of estates.Business Analysis: WIP; Proposed proof of concept to make department profitable and reduce workforce by at least 20%. Presented to reduce average file processing timeline from 89 days to 7 business days. Visioned error reduction by more than 85% and culminated 120 processes to 45 processes.Asset Distribution: Facilitated the transfer of registered and non-registered assets from deceased individuals to their beneficiaries. Reviewed documentation for cashouts and rollovers, coordinating with internal and external banks.Tax Department Collaboration: Worked closely with the Tax department to ensure accurate tax calculations, prepare tax documents, and report to the Canada Revenue Agency (CRA).Error Monitoring and Resolution: Emphasized error-free processing by closely monitoring and resolving issues promptly. Show less