SWAPNIL JADHAV
Assistant manager II at ICICI Bank
Mumbai
6+ years of work experience
Oct 20259 mosPresent
Mumbai, Maharashtra, India
Trade Finance
Apr 20241 yr 8 mosNov 2025
Marol Andheri Mumbai
•Analyzing financial data: Assessing a client's financial status, evaluating their creditworthiness, and analyzing bank and Cibil data.
•Authorized to approve loan amounts up to ₹5 lakh.
•Processing applications: Reviewing loan requests, credit applications, and other applications for approval, denial, or further investigation.
•Understanding credit policies: Implementing credit policies and monitoring and analyzing credit data
•Evaluating financials of the client and preparation of CAM
•Understanding of the bank statement and preparation of ABB as per bank requirement
•Understanding of EMI calculation, EMI tracking in the bank statement, SOA understanding etc.
•Co-ordination with clients and interacting with them for fulfillment of the loan document requirement
•Following up with SMs and resolving the queries for the loan proposal
Aug 20203 yrs 9 mosApr 2024
Mumbai, Maharashtra, India
Worked as a Senior Credit Associate in Auto loan product
KYC verification, Document verification, Bank statement plotting, Loan details as per LTV, scheme & policy, financial & repayment ability.
Creating Credit Approval Memo as per checklist
Data entry with quality in Finnone & Pitch mail to Credit manager
Co-operate with sales and disbursement team.
Conducting meetings with Senior managers & zonal manager
Compile, organize, and maintain records of the team’s performance.
Maintain moderately complex indexes and files
Escalation Matrix
Identify and resolve cases promptly and successfully within TAT
Worked as team coach monitored performance of team.
Ability to listen and active problem-solving skills
Preparing and data maintaining for the callable data of Operations.
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