Kathy Wei Email & Phone Number

Elk Grove Village, Illinois

Cross Portfolio Fraud Oversight

Chicago, Illinois

Acquisition Credit and Fraud Strategy

Riverwoods, IL

• Developed detailed analysis to understand the impact of strategic initiatives on the business, focusing on understanding the impact on revenue growth and they dynamics of the business model
• Identified and analyzed revenue generating opportunities, investing the competitive environment and understanding their impact on key financial and business drivers
• Explored card member segments for opportunities to improve their economics and optimize the performance of the portfolio through detailed analysis
• Supported pricing regulatory and governance initiatives and provided regulatory exam support
• Created and standardized portfolio amortization, minimum due validation and late fee tracking report
• Provided analyses on minimum finance charges, payment hierarchy, repricing, default repricing, primate rate changes and minimum due change scenarios

Performs valuations of investment opportunities and provides analytical support and guidance for operational strategy. Projects include development and implementation of risk scoring and valuation models, and valuations for specific portfolio investments.

Provided support to relationship managers, with specified portfolios, daily duties focused on monitoring credit; reviewing existing and proposed credit requests; providing high level customer service support; and, assisting in cross sell effort and performing special projects for the department manager. Provided accurate financial analysis and risk.

Business Credit Monitoring Unit (2005 - 2008)Prepared credit reviews for new accounts and renewals, including effective, well researched, credit analysis in conformance with corporate policies and procedures. Provided analysis of business models, comprehensive research and reviews of industry trends and regulatory factors, financial modeling and analysis.