Rekha P.
Senior Financial Operations Analyst
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Rekha P. is a seasoned Portfolio Management Analyst with over six years of impactful experience in financial operations. Her expertise spans across lease portfolio management, securities processing, and banking operations. Currently, she enhances Cisco's operations in Raleigh, NC, managing high-volume global lease portfolios, executing end-of-term renewals and buyouts, and maintaining robust stakeholder relationships. Rekha's role involves conducting UAT for the company's lease management system, contributing to BOT automation initiatives, and supporting continuous process improvements. Previously, at Wells Fargo, she excelled in securities operations by ensuring the compliance of share conversions and facilitated the processing of PPP loans, validating SBA eligibility. Her foundational banking experience was crafted at OCBC Bank, where she played a key role in corporate and syndicated loan operations. An MBA graduate, Rekha combines her analytical acumen with system proficiencies in InfoLease, Global Connect Workbench, and Microsoft Excel, driving strategic insights and operational excellence.
Experience
Portfolio Management Analyst
Cisco Systems · 2023 — PresentProvided precise quotations for lease extensions, renewals, and buyouts, adhering to company policies within a global lease portfolio. Managed end-of-lease notifications and updated forecast trackers, ensuring effective lease lifecycle management. Fostered relationships with internal and external stakeholders, facilitating swift resolutions for complex lease scenarios. Executed end-to-end UAT for InfoLease, validating workflows linked to quote creation prior to launch. Participated in an innovation team focused on BOT automation to enhance operational efficiency in CCM.Securities Operations Representative
Wells Fargo (Talent Bridge) · 2021 — 2022Analyzed Financial System Stability Assessment (FSSA) reports to confirm share eligibility and compliance with contingent deferred sales charge (CDSC) mandates. Handled exceptions and manual conversions while creating client correspondence and spreadsheets for the trading team to facilitate share class conversions. Coordinated with financial advisors to address and resolve discrepancies regarding rejected share class conversions. Played a key role in system testing for fund validation projects, also training interns and new staff on relevant workflows and compliance.Loan Documentation Specialist
Wells Fargo · 2021 — 2021Managed the processing of Paycheck Protection Program (PPP) loan applications by ensuring the accuracy and completeness of documentation to satisfy SBA eligibility standards. Reviewed entries based on business entity types, identified issues, and suggested corrective actions for compliance. Contributed to a special initiative regarding SBA Holds & Errors, addressing application errors to expedite approvals during peak periods. Leveraged CPS, Lexis Nexis, and DocuSign platforms for loan documentation management and verification.Banking Operations Executive – Corporate/Syndicated Loans
OCBC Bank (Comtel Solutions) · 2018 — 2019Assisted the Agency Team with corporate and syndicated loan operations, managing billing and project account entries in banking systems. Conducted thorough reviews of legal and financial documentation, such as facility agreements and insurance policies, during fund disbursement. Created and evaluated monthly end reporting schedules to ensure regulatory compliance and timely submissions. Worked alongside the Assistant Vice President to establish and confirm documentation requirements for complex, multi-party loan frameworks.
Skills & Expertise
Education
- Master of Business Administration (MBA)University of North Carolina at Pembroke · 2022 — 2024
- BSc in International Business ManagementKaplan / Royal Holloway University of London · 2016 — 2018