Sam Chase Email & Phone Number

Seattle, Washington, United States

- Currently consulting on international financial topics ranging from growth to product design

São Paulo, Sp, Br

- Oversaw lead generation and conversion in Mexico for the largest digital bank in the Western Hemisphere- Led a multi-functional team of 55 core performers and 200 agents in support of Nu’s mission to fight financial complexity and provide empowering financial services in Latin America- Achieved Nu Mexico’s fastest ever account growth, stabilizing a declining organic performance and increasing first-time paid applicants by more than 50%- Managed growth for the launch of the savings product Cuenta, reaching one million accounts in the first month after public launch and transitioning Nu Mexico to a multi-product offering- Drove a global consensus to increase investment in Mexico’s growth, spurring a savings account yield increase at Nu whose success transformed digital bank yields across the Mexico market - Improved operations by helping design and execute card shipment tests with a projected saving of over $10 million USD per year- Spearheaded the first ever global rotation program for business analysts, which quickly became the most praised effort in the analyst group feedback surveys- Managed product managers, engineers, analysts, data scientists, and designers to overhaul the application and registration experiences based on customer research and funnel analytics

São Paulo, Sp, Br

- Led a team of 35 full-time employees and over 200 phone agents to limit fraud- Launched a new machine learning fraud prevention model and scam defense which increased card-not-present fraud capture rate by 300%- Implemented three of the biggest cost saving efforts across the Mexico business including a 3D face-scan technology that saves over 4,500 hours (∼30 agents worth) of time each month while reducing fraud risk, a workaround to a manual flow which I identified, and migrating manual Ops jobs to our agent platform- Completed all Fraud development projects required for Mexico to migrate regulatory entities to a SOFIPO, including rebuilding the entire PIN infrastructure and building user transfer limits- Fostered a healthy and happy team with an engagement score of 91/100, in part through creating a decision forum, implementing a new discovery process, creating team demos, and improving and planning- Encouraged the creation of a Mexico-wide risk forum to evaluate new products and features

Mclean, Va, Us

- Managed a team of up to 5 analysts responsible for the analysis of a program that drove upwards of $125 million in value each year- Cofounded an internal racial justice organization and helped grow it to over 3,000 members. Coauthored a letter to the CEO examining racial justice at Capital One that was signed by 4,000 associates; repeatedly met with senior executives and influenced a series of racial justice commitments made to the Board of Directors- Developed a contact strategy roadmap and testing agenda and oversaw email, SMS, and digital messaging tests with ~100 million impressions and over $30 million in value added per year

Mclean, Va, Us

- Spearheaded the strategy, analysis, and execution of a new payment option including the development of an API to calculate interest in real-time in order to increase cost transparency for customers- Led analysis to bring AutoPay into the account set-up experience, preventing 400k+ missed payments annually- Built a comprehensive strategy to tackle the largest complaint drivers for over 40 million customers- Led cross-functional effort to stop address changes from causing due date changes- Developed new payment reminders and financial health messages preventing 50k+ late fees each year- Facilitated new-to-credit research project by organizing and synthesizing 20 in-depth customer interviews and helped spur the creation of a ~50 employee team focused on this market- Cofounded a Financial Health Club, participated on the Green Team and in recruiting

Mclean, Va, Us

- Analyzed and coordinated new phone agent capability resulting in a 30% decrease in call transfer rate- Created and automated a wide array of SQL-based monitoring to ensure proper phone treatment for millions of small business card customers and identify targets for customer outreach- Discovered and remediated major servicing risks, ensuring Capital One’s regulatory compliance- Oversaw a 1.5-year phone queue test and presented outcome to the head of Small Business Card

Mclean, Va, Us

- Performed competitive analysis and NPV projections to place over $100MM of marketing bids resulting in more than 200K new credit card accounts.- Managed value forecasts, performed risk assessments, and reviewed invoices as the sole analyst on a channel responsible for over 25% of Capital One’s credit card bookings.- Devised and helped build a Tableau monitoring dashboard enabling cross-team performance analysis.

San Francisco, Ca, Us

- Helped with the launch of new service called Graphite for the education technology market by performing competitive landscape analysis, managing the production of a collateral piece, helping track bugs, writing marketing copy, and making interface recommendations enacted to improve site usability - Presented options, later implemented, for promoting partners on Common Sense Media, analyzing market research data and researching strategies to drive site and newsletter registrations

Chicago, Illinois, Us

- Collaborated with the development team to ensure their pages were bug free and assisted with reviewing the Obama for America mobile application- Phone banked and traveled to multiple states over different weekends to canvass and register voters

Redmond, Washington, Us

- Invited to continue my internship at Microsoft- Worked 25 hours a week on the Developer and Platform Evangelism team, helping lead a competition incenting the creation of new applications for the Windows Phone 7

Redmond, Washington, Us

- Worked 2-3 hours working after every weekday of my senior year of high school - Researched Microsoft's and competitors' social media sites and presented my findings and recommendations to the GM of Global Marketing and Communications and to Microsoft’s head of social media- Evaluated the performance of Microsoft's advertisement agencies

- Helped set up and manage pregame activities for the Sounders FC and Seattle Seahawks and worked in their pro shop

Political Science And Government

Education record