Jake Han Email & Phone Number

Greater Boston Area

Client Profitability Reporting-Generated client-level balance sheet reporting with custom lists of clients for each recipient with the largest reports reaching 4000 pages to support asset distribution and client management-Adapted reporting to dynamic business demands from formatting and calculation changes to exports in PDF and Excel -Implemented SQL algorithms to rank all reports categorized by region by size to optimize the order and speed of up to 200 simultaneously distributed reports on an international levelCredit Portfolio Management-Assembled a model spanning across three separate sources of data and validated it to existing report structures to support credit risk strategies-Reverse-engineered existing report infrastructure and logic for Credit Risk reporting to directly source from the risk repository data warehouse, allowing for underlying mapping and calculation changes-Communicated with business-end users to ascertain and deliver on requirements such as new columns, calculations, formatting changes, and filters

Boston, Ma

-Ensured company owner compliance with division requirements by running background checks and examining financial statements and organizational charts-Gained proficiency with the Nationwide Mortgage Licensing System and the licensing and state-chartering process for banks, credit unions, and mortgage lenders and brokers-Handled annual report data from banks and credit unions, assembled and wrote financial analysis for, and published the Annual Report to the Commissioner available publicly on the division's website

Exton, Pa

-Produced tutorial videos for community support and marketing materials for Bentley’s product websites-Created VBA macros and utilized QAtools software to run bug testing and quality assurance for various software functionality-Generated texture files for Bentley MicroStation's visualization function featuring the Modo Luxology rendering engine

Master Of Business Administration - Mba

Bachelor'S Degree, Economics, Computer Science

Activities and Societies: InAchord Acappella, BU Videogame Society, BU On Broadway