Jitesh Sachdeva

Background

About Jitesh Sachdeva

Working as a Team Lead in S&P Global with a strong background in Loan Syndicate Operations. At Wipro, I was responsible for handling day-to-day processing in the Loan Syndication domain and resolving queries in a timely manner. I ensure accurate labeling and processing of loan activities like Rollover, Rate set, Paydown, Drawdown, Rate change, fees etc. Reconciliation of cash breaks and position breaks are among my key responsibilities. Tracking wires and ensuring timely payments for loan deals are crucial aspects of my role. I excel in maintaining client relationships by promptly responding to queries and providing regular updates on project progress and upcoming investor meetings. I actively participate in User Acceptance Testing (UAT) of applications, providing valuable feedback and suggestions for improvement. Assisting the team in prompt investigation and resolution of client queries while meeting all deadlines is a priority for me. Additionally, I ensure that fees activities are accurately posted in the application as per agent instructions. I also support weekly or monthly ad hoc projects from clients and ensure the completion of month/quarter-end activities on time. In my previous role as a Senior Associate at SS & C GlobeOp, I gained valuable experience in reconciling cash and position breaks, ensuring accurate data flow and resolving discrepancies. I successfully tracked and processed loan activities on bank loan positions with 100% accuracy. Settlement of bank loan trades in Geneva based on LSTA/LMA documents and liaising with onshore teams, clients, and auditors were integral parts of my responsibilities. I am committed to upholding compliance standards and proactively spot and report any unusual or potentially suspicious transaction activity. I prioritize the end-to-end execution of client deliverables, ensuring high-quality and timely outcomes. I also contribute to process improvement efforts, implementing techniques to enhance the efficiency of the bank loan department and team productivity. In addition to my experience in Loan Syndicate Operations, I have also worked as an Assistant Manager in Client Servicing at IndiaMART and as a Financial Consultant at Policy Bazaar. These roles honed my skills in building professional relationships, onboarding clients, and resolving complaints and queries. Have experience in Loan Tools as Loan IQ, ACBS, Geneva, WSO, Security Master, Middle Office Monitor