Harmeet Kaur
AVP @ Citi | BS Accounting & Finance - Summer 2026
- Role
- Avp-assistant Vice President Loan Doc & Proc Team Sr Analyst-syndicated Commercial Loans at Citi
- Location
- Middletown, DE, US
- LinkedIn followers
- 500 followers
About Harmeet Kaur
Experienced financial services Analyst skilled in fraud detection, Branch Management, training onboarding new team members, credit cards, foreign currency (working with various foreign currencies),loan syndication processing, sales, client relationships, read and interpret complex legal credit agreements and related documentation working with deal closing and attorneys/ legal teams when applicable. Reconciliation with data entries principal, interest, fees and invoice/payoff statements to ensure loan accounting system is accurate. Complex strategic knowledge and understanding of trade reconciliation (buys and sells trades), Par and Distressed Loans. Commercial commitment lines dealing with trade settlements with loan servicing. Relationship with commercial and business portfolios dealing with syndicate lenders, Agency and secondary loan trading team. Comprehensive knowledge of Treasury, principal calculations booking loans for the Finance / Trading / Accounting team. Loan IQ - Processing & Approving knowledge with dealing with portfolio commercial clients. Managerial- Team manager experience dealing with team members and managing team growth through success, performance metrics, training, etc. Projects- Managing complex team projects through reporting & data analysis. Performing daily & weekly team calls on performance metrics. Gathering & Presenting data info results to Senior Management team.
Experience
Avp-assistant Vice President Loan Doc & Proc Team Sr Analyst-syndicated Commercial Loans
Jun 2024 — Present
Education
Spartanburg Community College
Associate of Science (A.S.), Business Finance and Math
2012
Delaware Technical Community College
Associate of Science - AS, Accounting and Finance
Goldey-Beacom College
Bachelor of Applied Science - BASc, Finance
Amityville Memorial High School-New York
Diploma, Science and Math
Nassau Community College
Associate's degree, Accounting and Finance
Skills
- Trust Banking
- Retail Banking
- Financial Analysis
- Cross Selling
- Commercial Ba
- Risk Management
- Relationship Management
- Small Business Lending
- Sales
- Corporate Billing
- Consumer Len
- Wealth Management
- Loan Origination
- Leadership Development
- Mortgage Banking
- Leadership
- Credit
- Loans
- Fraud Detection
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