Deepa A.

Acted as a central coordinator for five core operations teams including Disbursement, Banking, Receipts, Pre-Closure, and Insurance while collaborating with Finance, IT, and other internal teams across Pan-India branches. Ensured timely clearance of disbursement pipelines by escalating priority cases and confirmed banking process accuracy and compliance prior to marking loan cases as active. Monitored and reconciled manual EMI collections, performed Bank Reconciliation Statement (BRS) tasks for all receipts, and maintained NPA bucket reports by categorizing overdue customers. Managed advance payment entries and handled refund processing for exceptional payment situations. Addressed technical issues in pre-closure queues to ensure resolution. Managed death claim procedures for insurance cases, verifying coverage for newly disbursed loans and coordinating with field teams to validate claim reasons. Maintained compliance with claim settlement timelines and managed deal cancellations under insurance, adhering to documentation standards. Oversaw daily MIS reports for overdue NPA tracking, improved reporting accuracy through data validation, and facilitated monthly incentive calculation and processing across all branches while resolving discrepancies. Structured workflows to enhance incentive payout accuracy and reduced branch-to-head office resolution turnaround time. Transitioned to IT Operations to address IT ticket resolution for high-priority cases, participated in User Acceptance Testing for new system enhancements and ensured loan schedule accuracy.

Executed data collection, analysis, and reporting focused on onshore and offshore fund performance to support client investment decisions. Conducted fund performance analysis and benchmarking while managing client queries and collaborating with stakeholders to provide timely, data-driven financial reports. Enhanced data accuracy and reporting efficiency through structured validation and collection processes.