Jackie Klein Email and Phone Number
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Twenty Nine year record of accomplishment in financial services industry with progressive Data Analysis experience. Skilled in all facets of data extraction, visualization and analysis. Excellent relationship building and communication skills enable successful deployment of strategic initiatives. Known for exceptional work ethic and analytical problem solving skills. Strongly focused with the proven ability to drive bottom-line results towards company growth and efficienciesSpecialties: Customer RemediationsData Visualization experience utilizing TableauTeam Member Performance ReportingBusiness Case Writing Forecasting, Financial Modeling, and Cost Accounting experienceSAS/Database / Data Warehouse experienceSales/Marketing Reporting & AnalysisOperations AnalysisCapacity Modeling
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 205138
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Senior Lead Analytics Consultant, Exec Director, Customer Remediation Center Of Excellence (Cr Coe)Wells FargoSioux Falls, Sd, Us -
Senior Lead Analytics Consultant, Executive Director, Cr CoeWells Fargo 2021 - PresentPerform specialized exploratory analytics on complex Tier 0/1 customer remediation efforts. Investigate and ensure data integrity from multiple sources. Assess risk on in-flight remediations. Serve as a second level reviewer and provide guidance to other analysts regarding exploratory analytics performed on remediations. Ensure systems of record being leveraged are accurate and sound analysis is completed for any population exclusions. -
Analytic Consultant, Vp, Customer Remediation Center Of Excellence (Cr Coe)Wells Fargo 2017 - 2021Sioux Falls, South DakotaServe as Data Lead on Home Lending and Auto customer remediation efforts. Includes ownership of the business requirements and analysis required to identify customers who have been negatively impacted (financially or otherwise) due to gaps or breakdowns in operational processes. Facilitate discussions between business partners to understand drivers and impacts to trends and data, and apply credible challenge to assumptions. Complete research and compile/mine data from multiple sources. -
Analytic Consultant - Treasury Management Client DeliveryWells Fargo 2012 - 2017Sioux Falls, South Dakota• Developed and deployed reporting solutions primarily using Tableau software. Provided management consultation regarding analytic findings and data visualization solutions. Completed data mapping efforts.• Reengineered existing team member performance report used daily by management. Spanning 200+ teams and 1,300+ team members. Enhancements allowed several manual spreadsheet and Crystal reports to be retired. Usage of this report grew 250% in 2014, moving it from #10, to #2 of over 50+ reports in our portfolio. • Designed, developed and implemented Performance Dashboard for group spanning 3 business units, 9 teams, 12 managers, and over 100 team members, and led the strategy for ongoing enhancements to the report to support additional groups. • Coordinated the upgrade from Tableau v7 to v8 in 4 environments. Led weekly status meetings with software vendor to discuss outstanding issues, validation of reports, logging and compiling sample files of issues to vendor. Upgrade resulted in across the board improvement in rendering speed which greatly improved the user experience. One key report saw a 90% rendering improvement. -
Analytics Consultant - Home Mort, Default Servicing Performance, Incentive, And Capacity ManagementWells Fargo 2011 - 2012Sioux Falls, South Dakota• Developed and maintained capacity models and provided analytics and consultation in support of capacity planning process• Consulted with management through skilled analytics to build successful performance and incentive plans that improved desired behaviors to drive bottom-line business results. • Led meetings with various levels of management, technical teams, and support team members and provided analytics to implement new performance scorecard for Collections organization. • Managed all aspects of reporting development including gathering requirements, developing and enhancing reports, analyzing results, identifying data discrepancies, and serve as subject matter expert on reports.• Developed Incentive Compensation Dashboard report that provided insightful information regarding incentive plan performance for Compensation and HR Partners and Senior business leaders. -
Management Metrics Analyst/Analytics Consultant - Education Financial ServicesWells Fargo Jan 2007 - Oct 2011Sioux Falls, South DakotaProvided financial modeling and analytic support for strategic assessment process at nation’s second largest student loan provider. Partnered with project sponsors to create and present compelling business cases for use by Senior Leadership team investment decision process. Created pro forma models for use in discount cash flow and analysis of technology projects. Created cost / benefit analysis for use in feasibility assessment of projects. Developed business driver forecasts both independently and collaboratively for use in critical business models. Developed and managed Loan Operations dashboard reports. Analyzed and developed cost metrics for use in financial reporting and strategic forecasting. Served as key data warehouse expert for team, compiled / mined data from various sources using primarily SAS and MS Access. Leveraged statistical techniques to develop models and forecasts in support of operational planning and analysis.• Completed business case for Relationship Pricing strategic initiative, gained approval from Senior Management with intention to increase revenue and market share.• Saved $153K, annually, by uncovering error in unit pricing which led to renegotiation of pricing with vendor.• Recognized with Wells Fargo Service Excellence nomination for development of Loan Operations Letter Production forecast intended to reduce costs and increase efficiencies. -
Operations Analyst - Education Financial ServicesWells Fargo 2006 - 2007Sioux Falls, South DakotaProvided project definition documents in support of department projects and objectives. Served as resource for operational and system issues and sponsored or implemented solutions. Created ad-hoc reports for Loan Operations management using Crystal Reports and MS Access. Completed user acceptance and regression testing in support of project implementation process.• Served as team lead for business case development supporting department technology initiatives.• Participated on multiple projects and helped resolve issues which allowed department to achieve goals relating to funding of loans, loans to FTE, Service Level standards, and reconciling items. -
Marketing Database Analyst - Education Financial ServicesWells Fargo 2003 - 2006Sioux Falls, South Dakota Area -
Client Services Analyst - Education Financial ServicesWells Fargo 1998 - 2003Sioux Falls, South Dakota -
Accounting Specialist - Norwest BankWells Fargo 1997 - 1998Sioux Falls, South Dakota -
Teller - Norwest BankWells Fargo 1995 - 1997Brookings, South DakotaPart time position during college
Jackie Klein Skills
Jackie Klein Education Details
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Economics, Business Emphasis; Accounting Minor -
St Mary High School, Dell Rapids, Sd
Frequently Asked Questions about Jackie Klein
What company does Jackie Klein work for?
Jackie Klein works for Wells Fargo
What is Jackie Klein's role at the current company?
Jackie Klein's current role is Senior Lead Analytics Consultant, Exec Director, Customer Remediation Center of Excellence (CR COE).
What is Jackie Klein's email address?
Jackie Klein's email address is ho****@****aol.com
What schools did Jackie Klein attend?
Jackie Klein attended South Dakota State University, St Mary High School, Dell Rapids, Sd.
What are some of Jackie Klein's interests?
Jackie Klein has interest in Children, Education, Economic Empowerment.
What skills is Jackie Klein known for?
Jackie Klein has skills like Business Analysis, Banking, Process Improvement, Tableau, Analytics, Analysis, Financial Analysis, Financial Services, Financial Modeling, Sql, Sas.
Who are Jackie Klein's colleagues?
Jackie Klein's colleagues are Pooja Prayag, Cindy Blonigan, Fabienne S., Stuart Shull, Annette Carson, Gloria Froelich, Gerardo A. Payan.
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