Director of Business Intelligance (March 2023 - Current) VP of Business Intelligance (April 2018 - March 2023) AVP of Business Intelligence (August 2016 - April 2018)- Managing internal remittance database, comprised of 100+ tables and 300+ stored procedures- Collaborating on creation of Enterprise Data Warehouse (EDW), a central hub of all servicer data- Building controls to automatically identify month-to-month changes to key loan characteristics- Writing VBA code referencing SQL procedures that automatically pull data into investor reporting- Creating mapping templates and processes to normalize data across multiple reporting formatsQuantitative Analyst (August 2014 - August 2016)- Maintained portfolio tape of 40,000+ assets, running monthly updates on active loan data- Exercised monthly quality control measures to ensure accuracy of investor loan data- Streamlined remittance reconciliation process, creating uniform structure for servicer reporting- Provided loan sale bid tapes, pool strats, delinquency analysis, and other ad-hoc reporting- On-boarded multiple clients/servicers, collaborated internally to create new customized reporting- Generated performance aggregation reporting, dashboards, and re-securitized deal summaries

- Automated Bank Loan P&I process, decreasing processing times by 2-3 hours daily- Utilized Lean Six Sigma protocol to find new operational efficiencies in the reconciliation process- Created Rolling Bank Management Reporting, which automatically updates with new information- Developed Automated Reconciliation Process, leading to resolution of 1,000+ cash breaks- Built reporting that automatically saved and emailed documents to various bank contacts- Managed Country Accounts Project, allowing Trading Desk to preclear emerging markets trades

- New Business Development and Expansion Planning- Trend Analysis reporting to determine Seasonal Strategies- Analyzing Competition, Social Networking, Surveying Customers- Creation of auto-generated email platforms to reach out to existing Clients

- Introduced Training Documentation and Depth Charts to track employee progress- Prepared Weekly, Monthly, Quarterly investment reports for client accounts- Streamlined reporting/notification processes saving Operation's Division hours each day- Implemented daily risk reporting for Traders and Portfolio Managers to hedge risky investments- Built Automated Collateral Tracking System using Excel Macros and VBA Code- Created Standard Operating Procedures and controls for Investment Operations Division- Improved structure of team meetings and organized presentations on change management- Acted as Project Manager on system enhancements and report building with IT

Senior Derivatives Specialist (June 2008 - August 2010)- Managed team of 8 employees on processing and confirming Derivatives trades- Hosted derivative investment presentations and training seminars to over 40 employees- Lead team of 25 employees in a project to resolve hundreds of aged swap payments- Analyzed data trends of investment volumes to redistribute workloads within team- Assisted with development of the Business Continuity Plan (Disaster Recovery)- Integrated Sao Paolo Office swaps to global operating system during conversion- Updated procedures for all swaps processes to reflect new market emergences- Researched and processed all credit event notional adjustments and cash settlements- Compiled all info related to exposure risk/unsettled payments during Lehman BankruptcyDerivatives Specialist (April 2007 - June 2008)- Acted as Project Lead for enhancements to internal Collateral Asset Tracking System- Automated method of sending instructions using Excel Macros and Rightfax Server- Processed payments, confirmed legal documentation, and processed daily trade flows- Lead discussions with AMF Collateral Management Working Group to implement White Paper- Worked with Trading Desk and Counterparties to validate daily trade processingSettlements Specialist (June 2006 - April 2007)- Acted as Project Manager for new fails database system implementation with IT- Trained team members on processing, reporting, and reconciliation of accounts- Prepared Weekly, Monthly, Quarterly investment reports to management team- Researched and resolved all failed trades with brokers and custodian banks- Created Open Market Report detailing all foreign markets across clients

- Acted as a liaison between the Investment Managers and bank's servicing departments- Trained colleagues on the structure of Domestic and Global Trading platforms- Reconciled accounts against trade inx and cash pmts for research/resolution of discrepancies- Monitored corporate action events, and ensured timely responses from clients- Streamlined daily/monthly reporting through implementation of Excel Macros- Created performance and trend analysis reporting for various client relationships