Jonathan Stamper Email & Phone Number

Charlotte, Nc, Us

Manage Retail’s Top of the House data and reporting efforts to comply with the bank’s regulatory requirements.

London, Gb

Consulted with Chick-Fil-a’s Supply Chain Analytics Team to assist in data analysis report building and automation efforts using Tableau and Alteryx.

Charlotte, Nc, Us

Data & Technology Strategy Manager for the Enterprise Data Managements Office’s Regulatory Data Validation organization.

Charlotte, Nc, Us

Manage the technical, and data, and risk management strategies of the Simplify and Improve (SIM) and Operational Excellence efforts within Global Tech & Ops Staff Support Finance.Manage, develop and support a pipeline of end to end data reporting solutions, process improvement, and automation using Agile tactics and/or real-time solutioning from the bank’s emerging technologies.Data sourcing and lineage SME for ledger, FP&A, corporate services and HR related reporting initiatives.Review and promote applications and toolsets that provide sound solutions for stakeholders. This includes management of the organization’s technology licensing policies.

Charlotte, Nc, Us

Lead the monthly/quarterly production cycle for Securitization and Market Risk data workstreams to the Basel III Calculator. This includes the management, coordination of Capital and Line of Business partnerships, and hands on analytics to identify and resolve data gaps and anomalies resulting in incorrect Capital and Risk Weight Assets.Manage the SOX Compliance Quarterly Inventory Verification for Asset Securitizations to comply with the Bank’s Securitization Framework and Basel Capital Policy. This entails the end to end data collection, Line of business reviewal, executive level sign off and audit/compliance testing.Support the bank’s regulatory capital models through Key Business Element validation, testing and analytics. These models produce the monthly executive reporting of the bank’s Capital and Risk Weight Assets.Relationship manager to our data providers, finance-middle office partners, LOB executives, technology partners and model risk management.Automation, process improvement and development lead for internal/offshore teams’ production controls and functions.

Charlotte, Nc, Us

Team lead and technical SME responsible for the development, simplification and optimization of processes and controls within the Financial Data Maintenance & Management Team, the Global Ledger & Reporting Operations parent team, and the Analytics Forum team that encompasses all of Global Finance.Managed the development of Windows applications (VBA and VB.Net) to develop tools that strategically the Financial Systems Roadmap to legacy ledgers, alleviating data integrity issues and reducing risk, time and manual intervention during month end production processes.Documentation and training lead for all technical and process orientated controlled reporting within the Financial Data Maintenance & Management Team and off-shore constituents.

Charlotte, Nc, Us

Responsible for initial development, training, implementation and ongoing management of a VBA-based Risk Rating Override Analysis Tool, that provides risk executives and other line of business credit officers with the ability to observe the general impact of exposure, risk weighted assets and capital based on risk ratings created within the company’s Risk Rating Application. Use SAS, Teradata SQL, and Microsoft based tools for ad-hoc data, reporting, and analysis on a request given basis to promote sound business decisions within the Enterprise Credit Risk teams and lines of business that support the Risk Rating Application.Designed, developed and maintain process documentation, workflows and VBA-based MS Access tools for Quantitative Finance projects, in addition to maintaining the project pipeline and resource tracking processes for the Risk Rating Group Project Management Office.Implemented a VBA-based Excel workbook that organizes and maintains a historical record of commercial loans for default analysis. This implementation was an integral part of a larger scale project that is set to save the company approximately $50 billion in Risk Weighted Assets and Capital.Responsible for providing technical and subject matter expertise, developing materials and executing training sessions on new tools and process enhancements for the Risk Rating Group.

Detroit, Mi, Us

Lead the end to end Ally Mortgage Automated Valuation Model (AVM) process including data processing, testing, methodology development, validation and presentation of results to senior leadership teams.Managed the monthly breakdown of HELOC frozen/unfrozen assets, combining data from multiple Oracle tables using SAS with SQL to determine unpaid balance and loan counts for various reporting units and portfolios.Coordinated the process, AVM data collection, and analysis required for the quarterly Held for Investment (HFI) portfolio refresh.Extensive use of SAS to support vendor data management and AVM usage, including volume tracking of data per user and facilitation of user access reviews / control processes.Researched, collected, and evaluated current, historic, and forecasted economic data to provide market grades for metropolitan statistical areas in the US, which are presented to leadership on a quarterly basis.Developed a methodology for determining estimated market value for default properties within Ally’s distressed loan portfolio.Implemented routines and processes to easily and efficiently perform a variety of data analysis tasks using SAS, Excel, Access, and SQL.

San Francisco, California, Us

Responsible for performing assigned database-related analyses and projects to solve a variety of business issues. Coordinate the process and data elements of the quarterly residential real estate valuation update for the consumer portfolio. Control the flow, accuracy, and timeliness of the data and ensure efficiency in processes. Pull data from data sources, clean data, send to vendors for valuation. Receive data from vendors and load into data mart. Work with end users to ensure data is transparent, accurate, and user-friendly. Additional responsibilities include building data sources for combined Wachovia and Wells Fargo Real Estate portfolio, working closely with corporate data partners to build valuation data repository, and working with other groups, such as appraisal groups, to capture key data elements.

San Francisco, California, Us

Develop the framework for Cross Line of Business reports to provide leadership with metrics and analysis around the development and implementation of projects within their business unitsCommunication and documentation lead for merger integration projectsAct as the Point of Contact for developing process documentation and critical presentations for merger related activities and projectsProvide financial analysis and remediation of erroneous charges for each Line of Business to present cost savings and recommended areas for reducing or alleviating expensesContinue performing tasks under Business Systems Specialist job role in addition to new responsibilities

San Francisco, California, Us

Support repeatable and ad-hoc processes by serving as a single point of contact between developers and business unitsFacilitate, manage, analyze, and document processes and work-flows to support Technology Delivery Services (TDS) functions and ongoing operational tasks, including release schedules, website development, survey creation, work management analysis and change control processesProvide report development and enhancement that bridge the communication lines between management in and outside of Technology ServicesCoordinate and distribute ongoing reporting to Senior and Executive leaders spanning across all lines of business; track responses to evaluate performance and improvement opportunitiesFacilitation of Line of Business initiatives to increase functional maturity and improve implemented processes.Provide financial analysis to remediate erroneous charges from each Line of Business in TDS.

San Francisco, California, Us

Took part in 6 complete weeks of leadership training and personal development; completed training in project management, diversity, effective communication, managing conflict, time, and change, and personal excellenceResearch Team lead on Associate Project which developed a new strategy for recruiting top college talent and was presented to Senior and Executive level management and implemented upon completion of the program Volunteer Committee Member: Coordinated monthly volunteer events; contributed 75+ hours of planning and participating in events during the course of the program to various organizationsAssociate Buddy Volunteer: Year-long commitment to mentor a new associate from beginning to end of their programCollege Recruiting OTG Representative: Represented my line of business at recruiting events; assisted with new candidate interview process; acted as point of contact for new hires

Asheville, Nc, Us

Developed marketing strategies to increase revenue for organization’s food and beverage outlets Researched, analyzed, calculated, and reported statistical survey data of guests’ experiences at the estate and other Asheville attractionsWorked with Microsoft Office applications to convert statistical data into a database for query manipulations to sort out guest trends, resulting in improved marketing strategies for all of Asheville

Recruited and scheduled participants for research studiesConducted interviews and research projects with student participantsPerformed computer support tasks, and researched/compiled information from conducted studies

Organized and managed private student files and faculty payroll databases.Created a marketing/advertising campaign to recruit former students and newcomersTrained all employees on web-based software and programs for more effective communication Implemented a wireless connectivity network within the business, along with security measures to protect their individual workstations