• Manage over 3000 accounts to ensure accurate balances are stated allowing for Portfolio Managers to make trade decisions with reconciled account balances• Analyze daily corporate action events and update transaction data to accurately represent changes to accounts and account balances• Communicate with 10 Portfolio Managers to discuss breakdowns on over 1000 accounts to provide accurate information on account income and account balances

• Constructed a detailed cost analysis using Excel to model the depreciation of goods for the 2018/19 and 2019/20 school years leading to an increase in the annual spending budget by $120k• Constructed a spreadsheet that organizes, tracks, and manages $500k+ in medical supplies that saved 80 weekly work hours• Prioritize and delegate our list of daily tasks to five employees that saved 24 combined weekly work hours• Collaborated across multifunctional teams and organizations to manage a 20k sq. ft. space, which saves a professor 7 hours weekly

• Designed and presented a credit risk project that utilized Excel, R, and Tableau to analyze 500k+ auto loans to create an auto lending program which would benefit members with a thin credit file which would open services to ~100k students• Collaborated with the Director of Business Services to develop an affordable housing CRE loan program in Washington state to assist 5 affordable housing developers gain access to FDIC insured loans• Presented the credit risk project to COO and Directors of Business Services, Credit Risk, Auto Lending, and Indirect lending which allowed for the project to go under review for future implementation• Researched local real estate data to create financial spreads on over 100 CRE loans, ensuring that the borrowers LTV margins were within loan parameters allowing us to provide provisional assistance to borrowers who did not meet minimum LTV requirements• Maintained correspondences and supported over 100 CRE applicants and underwriters throughout the loan application processes to ensure that loan deadlines and deliverables were met, saving the underwriters 20 weekly work hours

• Researched and discovered local businesses to add to our business pipeline. Contacted 30 of our most qualified leads to establish supplier contracts increasing yearly revenue by ~$50k• Collaborated with colleagues to conducting research in the Penas Blancas region of Nicaragua to contribute to economic supply chain research• Pitched research to 5 investors at the Global Social Innovation Challenge in San Diego, securing a grant to provide us with more money to conduct economic research in other countries who are global exporters of coffee beans