Rekha Premkkumar
Securities Operations Representative
Cary,NC
Summary
Successful banking professional with background supporting company daily activities. Highly knowledgeable with skills in managing and coordinating various tasks. Alert and attentive with expert problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certificate
Work History
Securities Operations Representative
Wells Fargo (Talent Bridge)
07.2021 - 10.2022
- Reviewing and researching Financial System Stability Assessment (FSSA) report to check if the shares are out of contingent deferred sales charge (CDSC)
- Inputting and processing trade corrections for manual conversion
- Generate letter and prepare the spreadsheet for the trading team to process the conversion
- Export and push data securely to trading partners
- Analysis of share class conversion rejection and coordinating with financial advisor
- Working on project to test funds
- Experience with Beta, Surpass, BPM, Smart Station and MDX.
Loan Documentation Specialist
Wells Fargo
01.2021 - 05.2021
- Performing a variety of documentation duties on Paycheck Protection Program loan applications
- Reviewing loan application for completeness and accuracy and entering correct documentation based on a business's entity type
- Reviewing supporting documentation to verify eligible expenses to include in the application
- Interpreting policies and procedures in regulation with federal and state guidelines
- Worked on a special project with SBA (Small Business Administration) Holds & Errors Final Pivot Team to clear applications errors
- Experience with CPS, Lexis Nexis, DocuSign
Banking Operations Executive
OCBC Bank (Comtel Solutions)
06.2018 - 11.2019
- Corporate / Syndicated Loans (Ops & Tech) (Agency Team)
- Prepare billing and fees and enter the project account in the system
- Receive cashier’s order for deposit and checks for endorsement
- Work with Assistant Vice President (AVP) to Identify the documents to review as agent and mainly facility agreement, security documents, fee letters, conditions precedent satisfaction letter, legal opinion, report on title, insurance policies, share certificates and searches conducted
- Upon receipt of documents, conduct a diligence check to ensure correct documents are send and lodge with central services
- Prepare and review all month end reporting schedule (Reporting of Lodgment) and Bank Covenant Reporting.
Education
MBA - Master in Business Administration
University of North Carolina At Pembroke
Pembroke, NC 06.2022 - Current
BSc - International Business Management
Kaplan/Royal Holloway University of London
Singapore 05.2016 - 05.2018
Diploma - Business Management
MDIS
Singapore 02.2015 - 05.2016
Skills
Microsoft Suite (Word, Excel, Power Point and Outlook)
Flexible and Adaptable
Organization and Time Management
Attention to Detail
Excellent Communication
Multitasking Abilities
Training and Development
Certification
Google Project Management, Coursera- Nov 2022 - Jan 2023
Timeline
Google Project Management, Coursera- Nov 2022 - Jan 2023
01-2023
MBA - Master in Business Administration
University of North Carolina At Pembroke
06.2022 - Current
Securities Operations Representative
Wells Fargo (Talent Bridge)
07.2021 - 10.2022
Loan Documentation Specialist
Wells Fargo
01.2021 - 05.2021
Banking Operations Executive
OCBC Bank (Comtel Solutions)
06.2018 - 11.2019
BSc - International Business Management
Kaplan/Royal Holloway University of London
05.2016 - 05.2018
Diploma - Business Management
MDIS
02.2015 - 05.2016
Google Project Management by Coursera
This is a great course and it helps if you want to start your path to a career in project management. In this program, I learnt project management skills like planning, organizing, and some industry best practices through real-world scenarios.