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Subhasis Patnaik

@subhasispatnaik

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Process Lead specializing in financial data extraction and AI-driven workflow automation across US banking operations.

India

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What I'm looking for

I’m looking to lead AI/IDP and financial data-accuracy initiatives—building automation that improves SLAs, mentoring cross-functional teams, and delivering reliable, client-first outcomes with zero delivery delays.

I’m a Process Lead with 6+ years in US banking/loan operations and financial data extraction, where I translate complex client requirements into executable workflows for Ops, QA, and Engineering teams. I focus on integrity and high-volume accuracy, and I’ve built internal tools that accelerate SLA cycles while keeping delivery reliably on time.

In my current role, I created structured documentation that reduced onboarding time for new members by 50%, built Streamlit + GitHub tools cutting fund-name verification from 15–20 minutes to ~1 minute, and served as acting team lead for a 9-member group—transitioning a high-complexity process into a single-SME model with 99.8% quality. Previously as a Senior Data Specialist, I improved extraction accuracy by 22%, automated daily stats for 1M+ rows to reduce QA time by 35%, and enabled 70% faster issue resolution via Slack–Google Sheets workflows. Earlier in Loan Operations at Northern Trust, I maintained 99.7% accuracy across 300+ accounts and resolved 95% of GL exceptions within a 24-hour SLA, including stopping an $8.5M erroneous wire during final approval.

Experience

Work history, roles, and key accomplishments

Current

Process Lead

Current

ForageAI

Oct 2025 - Present (9 months)

Translated complex client requirements into executable workflows across Ops, QA, and Engineering, reducing knowledge-transfer gaps. Built internal Streamlit + GitHub tools that significantly accelerated fund-name verification and helped maintain zero delivery delays.

Workflow Automation LLM Prompt Engineering Structured documentation Taxonomy Datapoint Logic Streamlit GitHub SLA Management & QA Stakeholder Management

Senior Data Specialist

ForageAI

Dec 2023 - Oct 2025 (1 year 10 months)

Led document classification and unstructured data parsing initiatives, improving extraction accuracy. Built automation with VBA/Google Apps Script and a Slack–Google Sheets workflow to reduce QA time and speed issue resolution for client onboarding.

Document Classification LLM Driven Document Parsing Data Extraction VBA Google Apps Script Automation Slack Onboarding

Data Operations Analyst

ForageAI

Dec 2022 - Dec 2023 (1 year)

Extracted and structured data from complex financial documents and improved model output accuracy through QA review and feedback loops. Built a custom GPT + Tabula-based solution for complex tables and optimized Intelligent Document Processing workflows.

Data Extraction Intelligent Document Processing (IDP)ML Model QA Annotation Tabula Based Table Extraction

Loan Operations Analyst II

Northern Trust Corporation

Jun 2020 - Dec 2022 (2 years 6 months)

Managed loan account setup and maintenance and resolved GL exceptions through Oracle ERP in coordination with reconciliation. Conducted quality assurance on insurance coverage documentation and processed transaction batches for escrow/disbursements while monitoring tax delinquency status.