Charlotte, North Carolina, United States
• Quantify facility count weekly for various index cessation efforts to inform credit, sales, operations, and legal partners • Establish and enforce data controls for BSBY cessation audit related to confirming population of affected facilities • Create sustainable resources, procedure, client lists, and leadership routine for global currencies and related indices • Maintain data quality gleam trends via Tableau dashboards for new originations and current facilities across products • Analyze strategic, regulatory, operational, and technology risks to complete regulatory 4 Risk Assessments bi-annually • On-board 330+ Business Banking clients to digital Letter of Credit invoices to improve client experience • Act as Healthcare, Education, and Not-for-Profit liaison to manage tax-exempt products and create learning materials • Update Global Commercial Banking policies and procedures for clarity and updates based on accounting treatment • Determine and lead solutions for Letter of Credit fee collection SIAI initiative and communicate across affected LOBs
• Develop real-time platform to consolidate key data, visuals, and analytics to make credit monitoring decisions • Plan and lead weekly hour discussions with Subject Matter Experts to get feedback when developing product • Drive precise data quality by validating system returned values to ensure accurate business results • Demo live system across different business partners to show user context, compliance, and feature progress • Summarize and share feedback across data, solutions, process, and technology teams to cross-collaborate • Prioritize and refine upcoming feature criteria consistently to provide high return on investment with adoption roll-out
• Grader for 2 class sections of BUSI 410 consisting of 88 undergraduate students in total each semester • Check 10 lab practices for completion and effort each semester • Grade 5 homework assignments, 2 exams, and 1 project for accuracy twice a year
• Support the Global Education Initiative that supports every student having the opportunity to be a global business leader • Delivered and showcased virtual reality education at the Capital Campaign to allow students to gain international experience without leaving the classroom • Monitor 2 leadership programs monthly through registration, attendance, and evaluation metrics
• Interpreted financial ratios, maintenance capital expenditure, and cash flow to determine profitability of clients • Presented individual analysis of three years of financial information, covenant compliance, financial ratio interpretation, and recommendations to managers and commercial credit executives
• Worked directly with a financial planning to create recommendations for clients to meet their own financial goals • Created 3 budgets monthly based off credit card statements from clients in order to help them adjust their spending and savings for retirement • Performed individualized marketing outreach monthly to prospects through cards with promotional supplies, emails, and calls