Sourav Jha

• Driving platform product development for Simplified Servicing (0→1), enabling reusable capabilities
across lending, servicing, and repayment workflows
• Defining and managing product roadmap, aligning business strategy, customer needs, and regulatory
requirements
• Designing API-driven services and workflow orchestration, enabling seamless integration with external
financial systems
• Leading product discovery, stakeholder alignment, and requirement definition across global teams
• Defining and tracking KPIs, adoption metrics, and operational performance, enabling data-driven decision
making
• Collaborating with cross-functional teams including engineering, UX, risk, compliance, and operations
• Supporting platform health monitoring, including usability, defect trends, and workflow efficiency
improvements
• Contributing to internal AI initiative (Finastra Flow) by supporting:
• Prompt-based workflow design
• Automation use cases for internal processes
• Experimentation and iterative improvement of AI-enabled features
• Driving UAT, release validation, and continuous improvement initiatives
• Creating product documentation and participating in product and operational reviews.

• Functioned as Product Owner for loan origination and customer-facing lending journeys, including
disbursement and repayment flows
• Designed product features supporting end-to-end financial transactions, integrating lending workflows
with payment processing systems
• Collaborated with engineering teams on API-based integrations enabling communication between loan
systems and external platforms
• Translated business requirements into scalable product solutions supporting transaction processing and
lifecycle management
• Led Agile ceremonies, UAT, and release cycles ensuring smooth delivery and minimal production issues
• Identified opportunities to improve automation, customer experience, and transaction efficiency.

• Played a key role in Loan IQ implementation and migration (AFS → Loan IQ) for syndicated lending
portfolios
• Mapped legacy processes to new system architecture, ensuring accurate data migration and workflow
alignment
• Validated loan servicing, cash flows, and payment processes during migration phases
• Collaborated with global stakeholders to resolve discrepancies and ensure smooth system transition
• Documented business rules, process flows, and system configurations, supporting product and
implementation teams
• Supported payment validation workflows, ensuring compliance with lending and settlement standards.

• Managed end-to-end syndicated and bilateral loan lifecycle, including rollovers, repricing, drawdowns, and
settlements
• Executed and validated primary & secondary loan trades, including reconciliation and break resolution
• Reviewed credit agreements and lending documentation to ensure compliance and accurate execution
• Investigated and resolved payment discrepancies, including issues related to accruals, fund transfers,
and trade mismatches
• Coordinated fund remittances using payment systems (SWIFT / Fedwire concepts) ensuring adherence
to SSI instructions
• Supported KYC onboarding and counterparty setup, ensuring regulatory compliance
• Worked extensively on Loan IQ, ClearPar, and lending/payment systems
• Generated MIS reports and tracked operational performance metrics and SLA adherence.