• Led initiatives in credit reporting and risk monitoring for the portfolio management team• Developed a data cleaning process in Python, using Pandas and Numpy, to standardize fintech partner data, enhancing data integrity and analysis efficiency • Managed daily executive data analysis requests, converting complex financial datasets into actionable insights using Python and Excel• Created and maintained monthly board-level reports on loan portfolio health, including stress testing scenarios• Collaborated with Finance, Accounting, Risk, Compliance departments to deliver high-integrity portfolio analytics• Trained new team members in data analysis techniques and portfolio management tools, ensuring integration and knowledge continuity

• Lead the transition from Excel to Power BI for portfolio reporting, enhancing visualization and analysis capabilities• Automated reporting workflows using VBA, reducing processing time by 96%• Developed a new line of credit monitoring system, improving accuracy and facilitating scalable training

• Prepared and presented loan portfolio reports to senior management and the board of directors• Analyzed small business financials, and prepared loan portfolio reports for senior management

• Reviewed and processed PPP Loan Forgiveness Applications for completeness and supporting documentation• Communicated with borrowers and bank staff regarding incomplete applications and missing documentation• Reached out to borrowers with errors or omissions with a heavy emphasis on customer service

• Research and identify attractive industries based on Cumbria’s investment criteria• Develop investment thesis and an understanding of business models for selected industries• Collected and analyzed data on potential business acquisitions

• Problem solved packages electronically in a timely manner• Provided safety training to new and current associates• Assisted Managers and Shift assistants in dispatching routes to drivers• Led groups in multiple processes