Responsible for managing the bank's $8BN+ investment securities portfolio, including developing the overall investment framework, recommending and implementing strategies, tactical execution, and reporting, all within the bank's risk appetite to enable appropriate and effective balance sheet management.Responsible for executing the bank's share repurchase program and providing capital analysis.Partners with the ALM team to measure and monitor investment portfolio risk profile.

Manage ALM, Liquidity, and Investment Portfolio; Responsible for Loan Participation transactions; Involved with cross-functional organization projects; Responsible for development of junior analysts; Balance Sheet Strategy, Interest Rate Risk, Financial Analysis, and Loan and Deposit Pricing.

ALM lead, Treasury Investment Portfolio Manager, Balance Sheet Strategy, Interest Rate Risk, Loan Participations, Financial Analysis, Loan and Deposit Pricing, Liquidity, Concentration Risk

Asset Liability Management, Interest Rate Risk, QRM, Balance Sheet Management, Funds Transfer Pricing, Mortgage Servicing Rights, Fixed-Income Securities, Scenario Analysis, DFASTSecretary of the Bank's Asset & Liability Management Committee ("ALCO").Responsible for entire monthly A/L production process including scrubbing of raw data, ETL process, market scenario and balance sheet strategy setup, processing utilizing QRM, reporting, and compiling interest rate risk Committee packet.Responsible for other various month-end/quarter-end/adhoc reporting for division and senior management.Responsible for model assumption reviews including (i) prepayment backtesting for the Bank's mortgage securities and residential mortgage loans, comparing model forecasted prepayment speeds utilizing ADCo to actuals to ensure reasonable performance; (ii) net interest income backtesting to measure model forecasted NII compared to actuals to identify products that may require assumption re-calibration; (iii) assumption sensitivity stress testing to test the impact and sensitivity of current model assumptions to model results for prepayment speeds, deposit lives, and deposit rate assumptions; and (iv) contractual planning and new volume review to ensure that new volume pricing assumptions are reasonable and identify products that may require an assumption/model update.Performed longer-term scenario analysis for senior management utilizing various market scenarios and balance sheet strategies.Responsible for training junior analysts on the A/L team.Performed an upgrade of the term structure model and prepayment model, including: R&D phase, working with in-house model risk management team and vendor modeling teams, presentation and approval from ALCO, and implementation into production.

Asset Liability Management, Interest Rate Risk, QRM, Balance Sheet Management, Funds Transfer, Pricing, Mortgage Servicing Rights, Fixed-Income Securities

Responsible for bank treasury operations related to investment portfolio ($7BN in size) and facilitated the daily portfolio accounting using TPG portfolio genius for the bank's investment portfolio while demonstrating compliance with federal regulated bank standards.Responsible for securities settlement; Fixed Income: CMOs, MBS, Munis, Muni BANs, Treasuries, Corporate Bonds and maintenance of collateral through REPOs, Reverse REPOS, and Tri-party agreement accounts. Assisted in monitoring of collateral held from other institutions within the Hawaii Pac Pay network, maintained by Bank of Hawaii.Tasked with timely month-end/quarter-end balancing of all accounts related to the investment portfolio and provided reporting to management, controllers, and auditors. Contributed RC-B pledge report to the bank’s 10-Q & 10-K.Preformed GL group & GL account maintenance for investment portfolio & PCLI portfolio. Performed WAL analytics for mortgage securities within portfolio and prepared monthly AOCI adjustment entries for investment portfolio.Responsible for pulling prices and marking the mark-to-market securities in the bank’s AFS portfolio each month.Access to BNY Mellon Inform, Mainframe, and Workbench global platform; FRB Securities through Fedline.Upgraded custodian (BNYM) bank's ASP domestic platform to a more rich GSP global system and shortly after was tasked with upgrading the bank’s outdated portfolio accounting system to the most current version and facilitated the switch to trade-date accounting.Tasked with treasury back office process improvement, documentation, and training.

Opened new accounts, cross-sold, and converted prospects to clientsIdentified and secured high value consumer clients to provide financial products and/or solutionsDemonstrated compliance with federal regulated bank standardsProvided coaching and sales support to collegesResponsible for managing referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall district and regional goalsBuilt and maintained client relationships