Karan Chandi Email & Phone Number

Greater Seattle Area

Seattle, Washington

Worked among the business banking team focusing on clients with revenue between $1,000,000 - $20,000,000. Primary duties included: - Analyzing financial documents to process information into a standardized format in compliance with internal credit policy. - Performed portfolio monitoring tasks including testing covenants and borrowing base requirements to identify risk indicators and mitigate potential losses. - Used excel models to analyze data and develop risk rating scores and monitor changes to the financial condition of clients. - Prepared credit reports to present analysis and findings to key stakeholders.- Performed data reconciliation activities during a merger with a regional bank. Ensured accuracy of all client and facility information in Key’s databases. - Researched and determined the creditworthiness of municipalities to price bond offers. Evaluated municipality financial standing using key metrics and risk indicators.

At this family business, I ensured smooth daily operations and created systems to monitor and manage the financial health of a growing business. My main activities included:- Leading and managing a crew of 25+ people with diverse backgrounds. Successfully developed recruiting, screening and training procedures to reduce turnover by 40%. - Conducted a range of marketing promotions including fundraisers, direct mail campaigns and sponsorships with local schools and organizations. Recorded 7% average increase in sales YOY since 2014. - Established systems and procedures to guide employees through day to day operations. Have Successfully reduced waste, order service time and improved customer satisfaction since implementing policies.- Created spreadsheets to record and manage finances such as sales, expenses, cashflows and to conduct banking reconciliation and payroll activities. - Respond quickly and appropriately to resolve any issues that may arise in a dynamic business environment.

Bachelor'S Degree, Finance

Associate'S Degree, Business Administration And Management, General