Jacob R. Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Cincinnati, Ohio, United States

Cincinnati Metropolitan Area

Credit Risk Review, January 2022 – Present• Analyzed criticized borrowers as a part of the Administrative Loan Status Report reviews• Performed borrower level financial reviews to ensure accurate PD & LGD ratings• Developed a VBA based solution to aggregate data and build databases from Excel intake forms Real Estate & Commercial Collateral Risk Services, June 2021 – December 2022• Used Tableau and Microsoft Excel to improve key metrics reporting related to the mortgage line of business• Designed and published Tableau dashboards that visualized improved key metrics for senior leadership• Applied data analytics to identify potential issues and process improvements and communicated them to third-party vendors• Ensured adequate mitigation of identified issues through daily escalation calls with third-party vendors• Leveraged key metrics to provide recommendations to senior leadership for future strategic decisions Business Change Risk Assessment Program, January 2021 – June 2021• Translated regulatory guidance into functional requirements for an enterprise Business Change Risk Assessment program• Designed and implemented a new process to evaluate the impact of high-risk business changes• Provided effective challenge to proposed business changes and ensured oversight through the risk review council• Partnered with Agile project teams to enable risk aggregation at portfolio level for upcoming business changes Commercial Compliance, June 2020 – December 2020• Supported bank-wide trade surveillance program designed to mitigate the risk of insider trading• Assessed existing processes to implement processes improvements utilizing Microsoft Excel power functions and VBA• Utilized waterfall project approach to enhance the methodology for personal securities trade monitoring• Supported compliance with swap dealer policies and procedures and regulations set by the National Futures Association

Omaha, Nebraska, United States

• Responsible for daily processing of insurance proposals within defined service levels• Routinely exceeded the required 97% positive audit scores on requests processed, and achieved 100% score• Utilized Microsoft Excel daily to process workflow throughout the underwriting process• Ensured critical data remained secure and processed in a timely manner

Omaha, Nebraska

Administered real-time support to clients via inbound calls in a fast-paced, high-pressure environment.Demonstrated ability to multi-task and effectively organize based on work volume

Columbus, Ohio Area

•Assisted in organizing monthly forecasts for specific business segments, identifying risks and opportunities.•Utilized Hyperion Essbase retrieves in Microsoft Excel to gain data for forecasting purposes.•Created agendas for approval to spend meetings, while identifying opportunities and risks of proposed projects, and presenting them to upper-level management. •Reorganized the existing cost center structure to create transparency for project managers •Converted data from Microsoft excel worksheets to service now platform.•Earned a lean six sigma yellow belt equivalent.•Engaged in an intern project, the group proposed a holistic rewards program for Huntington National Bank. •Presented monthly operational reviews to upper-level management