• Created 50+ Excel reports using filters and other advanced functions to ensure compliance with federal lending regulations• Analyzed and processed closing documents for over 100 residential loans per week• Identified 10+ data quality trends and repetitive issues through detailed analysis of loan documents• Improved upstream data quality by refining data validation process and communicating key findings to internal business partners

• Expanded client portfolio by leveraging CRM tools and adding value to existing customer relationships• Empowered clients by providing financial guidance and connecting them with relevant business partners• Developed detailed understanding of banking products and operations• Communicated with clients in person and over phone, developing long term business

• Delivered an excellent customer experience in one of SF’s highest traffic locations (Market & 3rd)• Promoted the financial well-being of clients by explaining products and services• Identified customer financial needs using follow up questions and connected them with bankers

• Provided library patrons with directional information• Ensured library materials were organized• Cataloged library materials• Transported and organized volumes in off-campus warehouse.